Dolibarr
GoCardless pour Dolibarr
Manage your SEPA money orders and levies from Dolibarr, with GoCardless synchronization and cash flow tracking.
Introduction
Linking the levies to your management
The GoCardless SEPA module connects Dolibarr to your GoCardless account. It brings together the management of clients, warrants and payments in your LES.
The functions of the module
- Client management, bank accounts and SEPA warrants.
- One-time, recurring and time-bound payments.
- Monitoring of receipts, payments and refunds.
- Synchronization with GoCardless and webhook processing.
- Sandbox mode and API connection diagnosis.
- Creating Billing Request route according to the possibilities of your GoCardless account.
A GoCardless account and API access are required. The fees and conditions of the GoCardless service are distinct from the price of the module.
License and support
The code is distributed under GPLv3 or later license. The BCSIRT offer includes one year of updates from the confirmed payment. The initial setting and any specific developments should be defined separately.
Compatibility
Dolibarr 20.0 to 22.0.4 according to the module documentation. PHP with the cURL extension, a GoCardless account and a public webhook endpoint are required. Have your installation checked for any other Dolibarr version.
Documentation
Preparing for integration
Save Dolibarr and its data before installation. Install the module gocardlesssepa In a test environment, then activate it from the module configuration.
Set up sandbox and webhook accesses first. Check the mandate and payment path, the reception of events and their reconciliation with your Dolibarr documents before switching to production access.
Do not communicate your API keys in a public ticket. To define the stages of commissioning, consult our Dolibarr expertise.
Versions and Developments
Version 2.9.2
Dolibarr 20.0 à 22.0.4 selon la documentation du module ; cette archive est validée sur Dolibarr 22.0.4. PHP 7.4 à 8.5 avec l’extension cURL. Un compte GoCardless et un endpoint webhook public sont nécessaires.
- Tableau de bord : encaissements, comparaison mensuelle, graphique sur six mois, clients à suivre et derniers paiements.
- Une période vide est distinguée du premier import et des erreurs de lecture ; les mois sont lisibles.
- Navigation d’administration à deux niveaux, statistiques par période et diagnostic de connexion.
- Interface en six langues ; la configuration se fait uniquement dans l’administration.
Update : sauvegardez avant de remplacer le module et suivez
docs/INSTALLATION-CLIENT.mddans le ZIP. Depuis une version antérieure à 2.9.1, réactivez le module sans supprimer ses données pour exécuter les migrations.