Hello Dolibarr Community,
We’re excited to announce the launch of ClientGuard, a powerful new module tailored to enhance cashflow risk management for Dolibarr users! Designed to streamline and automate financial control, ClientGuard brings an advanced level of client account management that helps protect your business from financial risks by monitoring client actions based on their financial standing.
Why ClientGuard?
ClientGuard automates payment conditions, contract tracking, and financial limits while ensuring compliance across proposals, orders, and invoices—all tailored to your business’s specific rules. Manage client restrictions more effectively and gain greater control over cashflow with a customizable, seamless solution.
Key Features:
- Automatic Financial Control: Set financial restrictions based on a client’s status, outstanding balance, and overdue payments.
- Customizable Payment Terms: Automatically apply default payment conditions for new clients.
- Project, Proposal, Order, and Invoice Control: Control client permissions based on financial health and contract status.
- User Permissions: Grant specific users the ability to bypass restrictions if needed.
- Easy Integration: Fits directly into Dolibarr’s third-party and document management for a smooth experience.
To see the full list of features and learn how ClientGuard can bring financial stability and enhanced client management to your business, visit the product page on Dolistore.
Check out ClientGuard on Dolistore and get your copy today!
Let us know if you have any questions or feedback. Thank you for supporting ClientGuard, and we hope it becomes a valuable addition to your Dolibarr setup!