--- title: "Automatizza Dolibarr con BOTS4.me: ordini e fatture" url: https://bots4.me/it/dolibarr-automation/ canonical: https://bots4.me/it/dolibarr-automation/ language: it updated: 2026-10-31 --- # Automatizza Dolibarr con BOTS4.me: ordini e fatture Connetti Dolibarr alle email per creare ordini e fatture automaticamente. Legge PDF, Excel e immagini. Primi 30 giorni gratis. # Automate Dolibarr: Email Orders, Invoicing and Payment Reminders Written by [Adam Petras](https://bots4.me/about-us/), Founder & CEO, TreeLab OÜ Β· Published 2026-10-29 Β· Updated 2026-10-29 From the customer's email to the paid invoice, in Dolibarr 23 and newer Dolibarr gives small and mid-sized companies a complete ERP and CRM, but it still waits for someone to type in each order, validate each shipment, create each invoice and chase each late payer. This guide explains how three BOTS4.me bots take over those steps: **Mail2ERP** turns customer emails into commercial proposals and customer orders, **AutoERP** validates, ships and invoices the orders you tag, and **AutoCASH** reminds customers about overdue invoices. The bots connect through Dolibarr's REST API with the API key of a Dolibarr user, on Dolibarr 23 and newer, self-hosted or on DoliCloud. Every bot starts in Demo Mode, and the first month is a free Discovery month. πŸ€– The bots for this job Mail2ERP, AutoERP and AutoCASH for Dolibarr First month free Β· No card needed [πŸš€ Start your free Discovery month](https://bots4.me/bots/) [Mail2ERP product page](https://bots4.me/product/mail2erp/) ## 🎯 The Order-to-Cash Steps Dolibarr Leaves to You Dolibarr has all the documents a trading company needs: commercial proposals, customer orders, shipments, invoices and payments. What it does not have is somebody who moves each order from one document to the next. In most Dolibarr companies that is still a person, and the same few steps repeat for every order: - **Order entry:** a customer emails a PDF or Excel order, and someone types the products and quantities into a proposal or an order. - **Validation and shipping:** someone validates the order, checks the stock, creates the shipment and validates it. - **Invoicing:** someone creates the invoice from the order, makes sure only shipped goods are billed and sends it to the customer. - **Chasing:** at the end of the month, someone goes through the unpaid invoices and writes reminders, or does not get round to it. Each step is quick on its own. Together, and repeated for every order, they take hours a week, and the step that gets forgotten is usually the expensive one: an invoice that is never sent, or a reminder that goes out a month late. ## πŸ€– Which BOTS4.me Bots Work with Dolibarr Every ERP app of BOTS4.me runs on Dolibarr 23 and newer. This page covers the three that together run the sales side from email to payment. | Bot | Starts from | Result in Dolibarr | | --- | --- | --- | | Mail2ERP | A customer email with an order or a request for quotation | A draft commercial proposal, or a validated customer order | | AutoERP | A customer order you tagged in the BOTS4.me tags field | Validated order, deposit invoice when the payment term asks for prepayment, validated shipment, validated invoice | | AutoCASH | Your unpaid customer invoices | Reminder emails to the customers who are overdue, a preview the day before and a report afterwards | Supplier2ERP, Pay2ERP, Bill2ERP, AutoSTOCK and AutoPURCHASE also run on Dolibarr, and Pay2ERP can use Dolibarr's own bank lines as its input. One Dolibarr connection serves every bot you start. ## πŸ“§ Mail2ERP: Emailed Orders to Proposals and Customer Orders πŸ“§ Customer email arrives β†’ πŸ€– Mail2ERP reads and matches β†’ πŸ“„ Proposal or order in Dolibarr β†’ 🏷️ Tag it for AutoERP Mail2ERP reads your sales mailbox, decides whether each email is a request for quotation, a firm order or neither, and reads the product lines from the email text and every attachment: PDF, Excel, Word, CSV, HTML, images and scanned documents, in any layout and language, with no templates. Each product code is matched against the product references in your Dolibarr catalog. - **Inquiry β†’ draft commercial proposal**, ready for your sales team to price, adjust and send. - **Firm order β†’ customer order**, created as a draft and then validated. - **Contacts:** the person who wrote the email becomes the customer contact of the document, and a delivery address named in the email becomes the shipping contact. - **Files:** the customer's attachments are attached to the proposal or order. - **No duplicates:** each document is marked with its source email in Dolibarr's external reference field, so the same order sent twice is created once. Mail2ERP never creates third parties or products. The sender must belong to an existing customer and every line must match an existing product. An email that cannot be imported stays unread in your INBOX, and the log tells you why. ## πŸ™ AutoERP: Validate, Ship and Invoice Tagged Orders AutoERP takes the routine steps after the order. It only ever works on orders you hand to it, and it hands them over by a field, not by a guess. ### How you hand an order to AutoERP Dolibarr does not let other programs read the tags of a sales order, so AutoERP uses an order field called **BOTS4.me tags** (code b4mtags). When the integration user is an administrator, AutoERP adds the field by itself. Otherwise add it once: Setup β†’ Modules β†’ Sales Orders β†’ Complementary attributes β†’ New attribute, label BOTS4.me tags, code b4mtags, type String (1 line), length 255, always editable. Then type **AutoERP** into the field to process the whole order, or **AutoERP_partial** to process it line by line. AutoERP adds its own progress tags to the same field. ### What happens on each run - **Confirmation:** a tagged draft order is validated. When the order's payment term asks for payment up front, for example "Due on order" or a 100 % deposit term, AutoERP also issues a validated deposit invoice for the full order, linked to it. - **Shipping:** once the stock is there and the delivery date has arrived, AutoERP creates a validated shipment from the order with the quantities that can go out. Dolibarr moves the stock on validation when your Stock module setup says so. Part-shipments leave the rest on the order. - **Invoicing:** AutoERP creates one validated invoice from the order, billing stocked products by the quantities actually shipped and services by the quantities ordered, and deducts paid deposits. You can also choose one collected invoice per customer per day, week or month. ### βœ‰οΈ Who emails your customers Dolibarr cannot send documents by email through its API, so AutoERP sends the order confirmation, delivery note and invoice emails itself: from the mailbox you connected for AutoERP, or from our system mailbox with your address as Reply-To. Each email is written in the customer's language and carries Dolibarr's own PDF of the document. ### ⚠️ One setting to check Invoices are created only inside the invoicing time you set, and that time must fall within your Operating Hours. If the two never overlap, no invoice is created. Check both on the Control tab when you start. On the Business plan AutoERP can also hold shipments for customers with overdue invoices, reminding them once, and ship orders in parts. See the [AutoERP Guide](https://bots4.me/autoerp-guide/) for every option. ## πŸ’° AutoCASH: Payment Reminders for Overdue Dolibarr Invoices On the days of the month you choose, AutoCASH reads your unpaid customer invoices from Dolibarr, groups them by customer and decides how overdue each customer is. Escalation is gradual by default: | Level | Meaning | Default trigger | | --- | --- | --- | | 0 | A friendly list of open invoices | Not yet at level 1 | | 1 | First reminder | 30 days overdue | | 2 | Second reminder | 45 days overdue | | 3 | Final reminder | 60 days overdue | - **Start gently:** you can switch on level 1 only, live with it, and enable levels 2 and 3 later. - **Never twice for the same thing:** the same level is repeated only after a waiting period, and a run that stops halfway cannot send a reminder twice. - **Filters:** a minimum amount, a minimum number of days overdue and a list of customers you never want chased automatically. - **Two emails for you:** a preview the day before, listing who will be reminded, and a report afterwards, listing who was contacted, at which level and for which invoices. - **Sent by BOTS4.me:** because Dolibarr cannot send email through its API, the reminders are sent by BOTS4.me, in the customer's language. AutoERP's own deposit invoices for prepaid orders are not chased by AutoCASH. ## βš™οΈ Step-by-Step Setup for Dolibarr - **Step 1 β€” Start your free Discovery month:** sign in at [bots4.me/bots](https://bots4.me/bots/) and click **Start free Discovery month** on the card of the bot you want. No card is needed. - **Step 2 β€” Enable the REST API in Dolibarr:** Home β†’ Setup β†’ Modules/Applications β†’ enable **API REST (server)**. - **Step 3 β€” Create an integration user:** under Users & Groups create a user such as "BOTS4.me Integration" and give it the rights of the bots you use: Mail2ERP β€” third parties, products, commercial proposals, sales orders; AutoERP β€” sales orders, shipments, customer invoices, stock; AutoCASH β€” customer invoices, payments, banks. Every bot also needs read access to Banks and to its own user card. - **Step 4 β€” Generate the API key:** open the user card β†’ Modify β†’ field **API key** β†’ generate β†’ Save, and copy the key. - **Step 5 β€” Connect Dolibarr at bots4.me:** enter your Dolibarr site URL and the API key, plus the entity number if you use the Multicompany module. The full walkthrough is in [Getting Connected](https://bots4.me/guide-getting-connected/). - **Step 6 β€” AutoERP only:** add the BOTS4.me tags order field as described above, unless the integration user is an administrator. - **Step 7 β€” Connect your mailbox** for Mail2ERP (Gmail and Microsoft 365 with Secure Quick Connect, others over IMAP with an app password), or forward orders to the BOTS4.me Mailbox instead. ## πŸ§ͺ Demo Mode, Unclear Emails and Mistakes Every bot starts in Demo Mode. Mail2ERP emails you the proposal or order it would have created, AutoERP reports which orders it would have validated, shipped and invoiced, and AutoCASH sends you the full list of customers it would have reminded, without contacting any of them. Nothing is written to Dolibarr until you set Mode to LIVE, which unlocks after the first Demo report. The [Demo Mode](https://bots4.me/demo/) page explains the idea, and the [live dashboard demo](https://bots4.me/bots_demo/) shows every setting with sample data. - **Emails Mail2ERP could not import** stay unread in your INBOX. Imported ones move to _Mail2ERP/PROCESSED. - **The reason is always logged** in the Logs tab and the LOGS folder of your mailbox, for example a sender who is not a customer in Dolibarr or a product reference that does not exist. See [the mailbox LOGS guide](https://bots4.me/guide-logs/). - **Correct it with folders:** drag an email into _Mail2ERP/QUOTATION or _Mail2ERP/ORDERS to retry it as a proposal or an order, or into _Mail2ERP/SKIP to skip that kind of email in future. - **AutoERP setup problems**, such as a missing BOTS4.me tags field or the Shipments module switched off, are named in the run report so you know exactly what to fix. ## πŸ“… The Free Discovery Month and the Free Plan The first month of each bot is a free Discovery month with no card needed. Switches marked **Discovery** on the Control tab are included and start switched off, so you choose what to try. ### πŸ“… When the Discovery month ends Each bot continues on the free plan by itself with a small monthly allowance: about five orders or RFQs a month for Mail2ERP, about five orders for AutoERP and about fifteen payment reminders for AutoCASH. When the allowance is used, new items wait until next month or until you choose a plan, and an item already started always finishes. The plans are listed on each product page. ## ❓ Frequently Asked Questions ### Which Dolibarr versions does BOTS4.me support? Dolibarr 23 and newer, self-hosted or on DoliCloud. The REST API module (API REST server) must be enabled, and your Dolibarr site must be reachable from the internet. ### What does Mail2ERP create in Dolibarr? A request for quotation becomes a draft commercial proposal. A firm customer order becomes a customer order, which Mail2ERP then validates. The person who wrote the email is set as the customer contact, a delivery address named in the email as the shipping contact, and the customer's files are attached. ### Why does AutoERP need the BOTS4.me tags field? Dolibarr does not let other programs read or set the tags of a sales order through its API, so AutoERP uses a complementary attribute on the order instead. When the integration user is an administrator, AutoERP creates the field by itself; otherwise you add it once under Setup β†’ Modules β†’ Sales Orders β†’ Complementary attributes, with the code b4mtags. ### Who sends the order confirmations, invoices and reminders to my customers? BOTS4.me, because Dolibarr cannot send email through its API. AutoERP sends from the mailbox you connected for AutoERP, or from our system mailbox with your address as Reply-To, with Dolibarr's own PDF attached. Messages are written in the customer's language. ### Does AutoERP touch orders I did not tag? No. AutoERP only works on orders whose BOTS4.me tags field contains the AutoERP tag (whole order) or the AutoERP_partial tag (line by line). Every other order is left exactly as it is. ### Can I stop AutoCASH from chasing a particular customer? Yes. Add the customer to the excluded companies list, and set a minimum amount and a minimum number of days overdue. The day before each run you also get a preview of who will be reminded, so you can take someone off the list in time. ### What happens after the free Discovery month? Each bot continues on the free plan by itself with a small monthly allowance, for example about five orders a month for AutoERP and about fifteen payment reminders for AutoCASH. When it is used up, new items wait until next month or until you choose a plan. Nothing already written to Dolibarr is undone. ## πŸ“š Related Reading - **Products:** [Mail2ERP](https://bots4.me/product/mail2erp/), [AutoERP](https://bots4.me/product/autoerp/) and [AutoCASH](https://bots4.me/product/autocash/). - **Guides:** [Mail2ERP Guide](https://bots4.me/mail2erp-guide/), [AutoERP Guide](https://bots4.me/autoerp-guide/), [AutoCASH Guide](https://bots4.me/autocash-guide/) and [Getting Connected](https://bots4.me/guide-getting-connected/). - **Another open-source ERP:** [Automate ERPNext from Email: Orders, Supplier Confirmations and Payments](https://bots4.me/erpnext-automation/). - **Comparing approaches:** [Parseur, Docparser or Nanonets vs Mail2ERP for ERP Order Entry](https://bots4.me/email-order-parsers-vs-erp-automation/). - **The same steps in other ERPs:** [Ship and Invoice Business Central Orders Automatically](https://bots4.me/automate-invoicing-in-business-central/) and [How to Automate Order Confirmation, Delivery and Invoicing in Odoo](https://bots4.me/automate-odoo-order-processing/). - **Background:** [Understanding ERP and CRM Systems](https://bots4.me/understanding-erps-crms/) and [why we built BOTS4.me](https://bots4.me/why-bots4me/). ## Let Dolibarr Run the Routine Steps Enable the REST API, paste one API key, and watch each bot work in Demo Mode before anything is written. The first month is a free Discovery month, with no card needed. [πŸš€ Start your free Discovery month](https://bots4.me/bots/) [πŸ“– Mail2ERP product page](https://bots4.me/product/mail2erp/) [πŸ’¬ Talk to us](https://bots4.me/contact/) More than one process to automate, or an ERP that is not on our list? [We build it for you: book a free call β†’](https://bots4.me/custom-solutions/) ## Domande frequenti ### Come funziona Mail2ERP con Dolibarr per gestire gli ordini via email? Mail2ERP di BOTS4.me legge le email dei clienti contenenti ordini o richieste di preventivo e crea automaticamente una bozza di proposta commerciale o un ordine validato in Dolibarr. Supporta anche file allegati come PDF o Excel, eliminando la necessitΓ  di inserimento manuale dei dati. ### Posso usare AutoERP per automatizzare la fatturazione dopo la spedizione? SΓ¬, AutoERP di BOTS4.me crea automaticamente la fattura dalla spedizione validata in Dolibarr, applicando le condizioni di pagamento come acconti o termini standard. Funziona sia per spedizioni parziali che complete, garantendo che solo i prodotti spediti vengano fatturati. ### AutoCASH invia solo promemoria per fatture scadute o anche anteprime? AutoCASH di BOTS4.me invia promemoria automatici per le fatture scadute, con una anteprima dell'email il giorno prima dell'invio e un report riepilogativo dopo l'invio. Questo aiuta a ridurre i ritardi nei pagamenti senza sforzo manuale. ### Quanto costa attivare i bot di BOTS4.me su Dolibarr? I bot di BOTS4.me per Dolibarr partono tutti in modalitΓ  Demo gratuita per il primo mese, senza necessitΓ  di fornire una carta di credito. Dopo la prova gratuita, l'attivazione richiede un piano di abbonamento, con prezzi che variano in base alle funzionalitΓ  richieste.