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* Prices may vary depending on your country.
* An additional contribution can be added at the time of payment.
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Manage your whole insurance brokerage business in Dolibarr, from the CRM opportunity to the payment of the broker commission. The module centralizes customer policies, quotations, policy issuance, renewals, claims tracking, broker commissions and documents in one organized and fully traced workflow. No more spreadsheets, scattered emails or missed follow-ups.
Track your Stripe payouts, see the fees taken and match each payout with the right line of your bank statement, without re-typing anything.
Shows what remains to be invoiced on each customer order, line by line: partial invoices, down payments, credit notes, grouped invoices.
Spreads freight, customs and other shipment costs over product cost and weighted average price, even across several suppliers.
A clearer daily workspace for customers, contacts, proposals, invoices and products. Light and dark modes, role-oriented layouts and mobile-friendly Focus lists. Email support and updates included for 12 months.
Customers or members pay in advance; TakePOS spends the balance at each visit until it runs out. Dolibarr accounting stays intact.
Receipts (photos, PDF) appended to the expense report PDF, page by page. One single document to hand over.
Mandatory VAT statement printed automatically on your invoices: small business exemption, intra-EU, reverse charge, export. FR, BE, LU, DE, AT.
Automate payment reminders for unpaid invoices in Dolibarr: group emails by customer and track promises to pay, disputes and payment plans. Customers can view their account and reply through the included portal.
Link your third parties together (subsidiaries, partners, providers...) and see your whole business network on an interactive map.
Create customers in 10 seconds from their SIREN, SIRET or VAT number, stop duplicates while typing, audit and fix your whole base (undoable for 30 days) and get daily warnings of insolvency proceedings. New: e-invoicing PA/PDP and address of each customer, prospects found in the registry by activity and area, turnover and officers.
Edit your Dolibarr documents in LibreOffice or MS Office and save them back with Ctrl+S, no download, no re-upload.
A modern, touch-friendly and offline-capable point of sale, built right into Dolibarr.
Executive dashboard with invoicing, collections, debt aging, sales pipeline and ticket KPIs — plus per-customer analytics and 30+ injected dashboards across Dolibarr.