I need to make some modifications to the invoicing and payment modules in Dolibarr 18.0.1. However, I prefer not to touch the source code directly. Instead, I would like to create a custom module that is similar to the ones already present in the source code so that I can modify it as I wish without worrying about losing my changes during an update.
Does anyone have advice on how to clone these modules so that I can customize them safely?
Question is too large to get an answer.
It depends on which feature you plan to clone, to do what, on which screen.
You may take a look at the wiki to the dolibarr developer doc to know all things possible to do with a module…
My goal is to be notified by email when I need to edit an invoice for a client, based on their billing cycle. At the same time, with the notification, I want to provide détails about their subscriptions.
I thought about adding a section in the third-party interface as well as in the invoice interface where I can put all the information I need.
I would like to avoid adding code outside the custom folder and I am already using private notes for another purpose.