Invoice Preflight: the checks before you validate a Dolibarr customer invoice

The checks to make before you validate a Dolibarr customer invoice, shown at the moment you click “Validate”. As a warning or as a block, no SQL to write.

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Card of a draft invoice in Dolibarr, after the click on Validate: the confirmation box holds a “Checks before validation” block with a finding about a down payment not applied, marked with an error icon, and the sentence “Validation will be refused.”, above the validation question. — The Dolibarr confirmation box with a blocking finding: the invoice stays in draft.

Why

Since Dolibarr 23, an invoice that is validated and then downloaded, printed or sent does not go back to draft. The forgotten down payment, the shipping costs not carried over from the order, the line without description are paid for with a credit note and a new invoice. Invoice Preflight warns before, not after.

What you see in the confirmation box

Checks before validation

⚠ 1 down payment available for this thirdparty (€120.00 incl. tax) is not applied to this invoice.

⛔ Line of order CO2610-0042 not carried over: “Shipping costs”, 1 ordered / 0 invoiced. Validation will be refused.

Do you want to validate the invoice with reference FA2610-0031?

Validation confirmation box of a Dolibarr invoice with two warnings: the “Shipping costs” line of the linked order is not carried over (1 ordered, 0 invoiced) and the total differs from the order total. — Two warnings: a line of the order not carried over and an amount mismatch. You can confirm anyway.

The eight checks

Down payments or credit notes not appliedThe thirdparty has an available discount this invoice does not use.
Order lines not carried overA line of the linked order (shipping included) is missing or has a lower quantity.
Amount mismatch with the orderTotal excl. tax different from the linked orders, beyond an adjustable tolerance.
Line without descriptionFree line with no text.
Zero price lineUnit price excl. tax at zero with a quantity.
Price below costNet price lower than the line buying price or the product cost price.
Billing contact missingDisabled by default.
Due date already pastDue date before the day of the validation.

Validation confirmation box of a Dolibarr invoice with the line “checks passed, nothing to report” in the Checks before validation block. — When all is in order, the box says it in one line.

Three modes per check

Disabled, warning (the finding is shown, you confirm anyway) or blocking (validation is refused by the standard Dolibarr trigger, the invoice stays in draft). The checks stay silent when they make no sense: no down payment check on a credit note, no order check on a balance invoice nor on a situation invoice.

Setup page of the module in Dolibarr: a table of the eight checks with, for each one, three radio buttons Disabled, Warning and Blocking, the tolerance field and the Save button. — Setup > Modules > Invoice Preflight: the mode of each check and the difference tolerance.

Read only, open source

No change to the Dolibarr files (one hook and one trigger), no write to the database apart from your settings, no outbound call, no telemetry. Readable GPL v3+ source, covered by unit and integration tests, tested on Dolibarr 20 and 24. What you buy: the package, one year of updates, support by e-mail. Full refund within 14 days.

Security and privacy

Did you find a vulnerability in the module? Write to security@timaub.fr. The same contact is published in /.well-known/security.txt (RFC 9116). First answer within 5 working days.

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