Dolibarr-Balance-Management

Project Description:

I'm excited to announce the launch of a custom Dolibarr module for advanced client and supplier balance management. A comprehensive solution to track your receivables and debts in real-time!

📊 Key Features:

🔸 Client Balances

• Total Invoices - Received Payments (automatic calculation)
• Clear overview of receivables
• Detection of positive/negative balances
• Search by name, client code, VAT number

🔸 Supplier Balances

• Total Payments - Purchase Invoices
• Debt and advance tracking
• Payment delay detection
• Advanced search filters

🔸 Analytical Dashboard

• Real-time statistics
• Balance distribution
• Performance indicators

🔸 Professional Export

• PDF and CSV with optimized layout
• Complete and actionable reports
• Responsive and modern interface

🛠️ Tech Stack

• PHP 7.4+ / MySQL / Dolibarr ERP
• Compatible with supplier modules (old & new)
• Security: user rights management
• Responsive design (mobile friendly)

💼 Why Adopt It?

✔️ Centralized financial view
✔️ Zero manual entry
✔️ Useful statistics for management
✔️ Intuitive interface
✔️ Accounting-ready exports

Outcome:

This module automates balance management and provides a real financial optimization tool for businesses. It offers comprehensive tracking of client receivables and supplier debts, enabling companies to make informed financial decisions with real-time data and professional reporting capabilities.