Invoices and documents
Look up invoices and send an already generated document. SpeakDo does not create invoices directly: only turning an intervention into an invoice exists (see Interventions).
Search invoices#
Search invoices by reference or customer, filter by status (draft, validated, paid, abandoned).
| Property | Value |
|---|---|
| Identifier | invoice.search |
| Type | Read |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Bound (read) |
| Profiles | Sales, Generic |
| AI assistants (MCP) | Offered if your profile and permissions allow it |
Required information : A customer, a reference or a status.
Examples :
Show me this customer's unpaid invoices.
Send a document by e-mail#
Send the customer a document already generated by the ERP (invoice, intervention, quotation or order) through the ERP's mail system.
| Property | Value |
|---|---|
| Identifier | document.send |
| Type | Write — confirmation required (irreversible) |
| Required permissions | document.send + the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Sales, Generic |
| AI assistants (MCP) | Offered if your profile and permissions allow it |
Required information : The document. Recipient, subject and message have defaults: only state what you want to change.
Examples :
Send this invoice to the customer by e-mail.
Limits : A sent e-mail cannot be recalled: check the recipient on the confirmation card.
See also : Catalog overview · Dolibarr compatibility · ERPNext compatibility