on 7 July 2026
Your customer invoicing software should make every step of billing simple — and DoliPlus handles the whole invoice lifecycle for you:
- create an invoice in a few clicks, straight from the customer card;
- follow clear statuses, from draft to payment, with late-payment alerts;
- handle every variant: deposit invoices, credit notes, pro forma, discounts;
- send polished PDF documents by email, without leaving the software.
As a result, your sales cycle always ends properly — and your cash comes in faster. DoliPlus is the enhanced cloud edition of Dolibarr, the open-source ERP & CRM used across Europe.
Creating a customer invoice
The creation of a customer invoice starts from the customer card. A button, in the action bar at the bottom, launches the operation. The invoice is then created as a draft, with a temporary number of the PROV type.
Next, you select products from your catalogue, or you enter free lines. To add a new product to the catalogue, first go through the Products/Services interface.
Editing or deleting an invoice
A customer invoice is never simply deleted. Indeed, it must be covered by a credit note, or classified as “cancelled”. Therefore, your chronological numbering stays intact. Read more about credit notes
Likewise, editing is controlled: an invoice that carries a payment, or that has been transferred to accounting, can no longer be modified. In addition, the Contact tab lets you address the invoice to a separate billing contact.
The invoice life cycle in your customer invoicing software
Each customer invoice follows a clear path: Draft → Validated (unpaid) → Partially paid → Paid or Cancelled. Moreover, a flag alert highlights late payments in the list views. You adjust this tolerance in Home → Setup → Alerts.
DoliPlus also covers special cases, such as the VAT reverse charge for intra-community trade. You then add the “Reverse charge” mention through a saved comment.
Closing an invoice as paid despite a small remainder
Sometimes, a payment leaves a tiny amount outstanding: a one-cent rounding gap, or a small transfer difference. In that case, DoliPlus still lets you classify the invoice as “Paid” with a single click. Therefore, a negligible balance never blocks you.
In practice, the “Classify Paid” button stays available as long as the outstanding amount does not exceed a tolerance threshold. By default, this threshold is 0.01. The residual balance is then considered settled, and the invoice switches directly to the Paid status.
Furthermore, you can adjust this threshold to your own habits. Go to Home → Setup → Modules → Invoices, then fill in the “Paid classification tolerance”. However, if you enter 0, DoliPlus requires payment to the exact cent.
Invoice variants and options
The customer invoice comes in several forms, detailed in dedicated chapters:
- the deposit invoice and the single-line deposit;
- the pro forma invoice;
- the early payment discount;
- the offset between receivables and payables.
In addition, you can merge several draft invoices into one, or define authorised billing periods to close your monthly revenue properly.
Formatting and sending the invoice
Finally, you polish your PDF documents. The PDF/Interface settings enable borders, colours and footer logos. You can also issue a bill of exchange, based on the customer’s bank details and the “bill of exchange” payment mode.
Once ready, the invoice goes out by email, with direct access to your document library and your contacts. Read more about sending emails from DoliPlus
Why does customer invoicing software matter?
Disorganised billing delays payments and weakens your cash flow. That is exactly what customer invoicing software brings: every invoice managed from draft to settlement, and revenue secured.
You win on three fronts:
- a controlled cycle: every invoice follows a clear status;
- tracked payments: late payers stand out at a glance;
- professional documents: clean PDFs, bills of exchange and email sending.
Going further
Related Entrées
