Email Template for Invoice Submission

Using my Dolibarr Financial modules
1

Hi,

Please could someone point me in the direction of where I can find the template for sending an email for submission of a Customer Invoice?

Many thanks

Joowls

2

Hello! I can try to help. You’ll need to get a few things setup for this:

Step 1: Home> Setup> Emails> Outgoing Emails
Complete the “Parameters” as per your hosting, and the “Other options” as to where you want the emails to be sent. If you need more help with this, I can try in a limited way. It can be complicated if you didn’t already do this before with another erp system.
Then click Test Server, if successful, click Test Sending. Now you’ll know for sure if the e-mails get sent first.

Step 2: In the same area of Emails setup choose tab> Email Templates
Click the + sign. This screen will appear:

Screenshot 2025-08-14 at 9.53.24 PM
Screenshot 2025-08-14 at 9.53.24 PM2974Ă—1252 153 KB

Code: Whatever you want. Type of Template: Customer Invoices. Owner: Your account.
Click on the “i” next to Subject to see what variables you can select from the invoice itself, From can be whatever e-mail address you want, Attach file, will attach a pdf file that was generated from the invoice (You should setup the pdf look of your invoice before you e-mail the notification if you want to use this, I can help with that as well later), Content, same as well. You can use < br > or other simple html to tidy up the output.

Now you can create up to a few different types of templates here. I have 3: 1 template for when a customer invoice is Validated, another for when it’s changed to Paid, another for a cancelled invoice, each with different subjects, and content, so you can see the notification at a glance.
A list of Variables you can use can be found here: Variable substitution system - Dolibarr ERP CRM Wiki

Step 3: Home> Setup> Modules/Applications> Interfaces with external systems> Notification on Business

Look at “@ Emails templates for notifications”. You will be able to click the drop down menu for each business activity you want to be notified for, and the template you created in Step 2 earlier.

Let me know if this helps. Good luck!

3

You can put variables in the template - inclussive extrafields (complementary attributes)

Membership: __EXTRAFIELD_MEMBERSHIP__
Comment: __EXTRAFIELD_COMMENT__
Total price: __AMOUNT_FORMATED__

If you filled out your own short reference it is:    __REF_CLIENT__
4

Hiya,

Thank you so much for your detailed reply. It was super helpful :slight_smile: I just wanted to edit the default template, but actually creating a new template gave me so much more scope for improvement.

Thanks again for your help.

Best regards

Joowls

1 Like
5

Thanks for your reply :slight_smile:

The client ref part was mega helpful.

Best regards

Joowls