{"id":5,"date":"2023-04-04T03:52:49","date_gmt":"2023-04-04T03:52:49","guid":{"rendered":"https:\/\/moceanapi.com\/blog\/?p=5"},"modified":"2025-10-03T07:05:10","modified_gmt":"2025-10-03T07:05:10","slug":"how-to-send-sms-in-dolibarr","status":"publish","type":"post","link":"https:\/\/moceanapi.com\/blog\/how-to-send-sms-in-dolibarr\/","title":{"rendered":"How to send SMS in Dolibarr effortlessly with a step by step guide"},"content":{"rendered":"\n<div class=\"wp-block-rank-math-toc-block\" id=\"rank-math-toc\"><h2>Table of Contents<\/h2><nav><ul><li><a href=\"#what-is-dolibarr\">What is Dolibarr ?<\/a><\/li><li><a href=\"#why-send-sms-to-your-contacts\">Why send SMS to your contacts ?<\/a><\/li><li><a href=\"#what-situation-would-be-best-to-send-sms-instead-of-email\">What situation would be best to send SMS instead of email<\/a><\/li><li><a href=\"#how-to-send-sms-in-dolibarr-erp-crm\">How to send SMS in Dolibarr ERP\/CRM.<\/a><ul><li><a href=\"#step-1-register-an-account-in-mocean-api\">Step 1: Register an account in MoceanAPI<\/a><\/li><li><a href=\"#step-2-download-and-install-the-mocean-api-module-from-dolistore\">Step 2: Download and install the MoceanAPI module from Dolistore<\/a><\/li><li><a href=\"#step-3-configure-your-mocean-api-credentials\">Step 3: Configure your MoceanAPI Credentials<\/a><\/li><li><a href=\"#step-4-compose-sms-and-send-to-contacts-in-dolibarr\">Step 4: Compose SMS and send to contacts in Dolibarr<\/a><\/li><\/ul><\/li><li><a href=\"#how-to-send-bulk-sms-in-dolibarr-erp-crm\">How to send bulk SMS in Dolibarr ERP\/CRM<\/a><\/li><li><a href=\"#how-to-configure-sms-notification\">How to configure SMS notification<\/a><\/li><li><a href=\"#how-to-configure-sms-reminder-for-invoices\">How to configure SMS reminder for Invoices<\/a><ul><li><a href=\"#reminder-prerequisite\">Reminder Prerequisite<\/a><ul><li><a href=\"#prerequisites-1-set-php-timezone-in-your-server\">Prerequisites 1: Set PHP timezone in your server<\/a><\/li><li><a href=\"#prerequisites-2-setup-cron-job\">Prerequisites 2: Setup Cron Job<\/a><\/li><\/ul><\/li><li><a href=\"#configuring-the-sms-reminder-for-invoice\">Configuring the SMS reminder for Invoice<\/a><\/li><\/ul><\/li><li><a href=\"#other-use-cases-for-sms\">Other Use Cases for SMS<\/a><\/li><\/ul><\/nav><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-is-dolibarr\">What is Dolibarr ?<\/h2>\n\n\n\n<p>Dolibarr is basically a free and open-source software that helps small and medium-sized businesses manage their day-to-day operations more efficiently. It\u2019s kind of like an all-in-one solution that includes features for things like invoicing, inventory management, and project management.<\/p>\n\n\n\n<p>What\u2019s really cool about Dolibarr is that it\u2019s highly customizable, meaning you can adapt it to your specific business needs. It\u2019s also easy to use and can be run on different platforms like Windows, Linux, and Mac OS X.<\/p>\n\n\n\n<p>Dolibarr is a popular choice for businesses that want to streamline their processes and save time, and it has a large community of users and developers who contribute to its ongoing development and improvement.<\/p>\n\n\n\n<p>On top of that, it also have&nbsp;<a href=\"https:\/\/www.dolistore.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">Modules<\/a>&nbsp;that you can download and install to further extend your ERP\/CRM. In simple terms, you can add additional functionalities to Dolibarr by installing 3rd party modules.<\/p>\n\n\n\n<p>You want to send SMS in Dolibarr ?&nbsp;<img decoding=\"async\" width=\"20\" height=\"20\" class=\"wp-image-145\" style=\"width: 20px;\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/image.png\" alt=\"\"><\/p>\n\n\n\n<p>You want to call your contacts ?&nbsp;<img decoding=\"async\" width=\"20\" height=\"20\" class=\"wp-image-145\" style=\"width: 20px;\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/image.png\" alt=\"\"><\/p>\n\n\n\n<p>You want to send Automated SMS notification ?&nbsp;<img decoding=\"async\" width=\"20\" height=\"20\" class=\"wp-image-145\" style=\"width: 20px;\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/image.png\" alt=\"\"><\/p>\n\n\n\n<p>You get the idea.. Whatever functionality you want to add, you can easily search the store for modules that does what you want.<\/p>\n\n\n\n<p>At the end of this article, you\u2019ll know what you can achieve with our module. Without further ado, let\u2019s get you started on SMS integration with Dolibarr.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"why-send-sms-to-your-contacts\">Why send SMS to your contacts ?<\/h2>\n\n\n\n<p>SMS can be highly effective in retaining customers who are at the verge of leaving your business, in search of your competitor\u2019s services.<\/p>\n\n\n\n<p>Research conducted by industry experts reveals that SMS has an open rate of 98% and 90% of all SMS messages are read within 3 minutes.&nbsp;<\/p>\n\n\n\n<p>Compare that with an average open rate for email of only 20% as indicated by <a href=\"https:\/\/mailchimp.com\/resources\/email-marketing-benchmarks\/\" target=\"_blank\" rel=\"noopener\">MailChimp email marketing benchmark<\/a>. It is of no surprise that many businesses are flocking to incorporate SMS as part of their marketing medium to reach out to their consumers as it opens doors to a wider target audience.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-situation-would-be-best-to-send-sms-instead-of-email\">What situation would be best to send SMS instead of email<\/h2>\n\n\n\n<p>Whether SMS is a good medium for you may very well depends on the context of your usage and situation. SMS would be a good medium for you if:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>You need instant delivery.<br>SMS messages are usually delivered instantly, whereas emails can take minutes or even hours to be delivered and read. If you need a message delivered to someone quickly. SMS may be the best option.<\/li>\n\n\n\n<li>Higher open rates: SMS messages have a much higher open rate than emails, which often ends up in spam folders or ignored completely. If you need to ensure that your message is seen and read by the recipient, SMS may be a more effective option. Check out our <a href=\"https:\/\/www.mocean.com.my\/flash-SMS-overview.php\" target=\"_blank\" rel=\"noopener\">Flash SMS feature<\/a> where the SMS message will pop up in your recipient\u2019s phone.<\/li>\n\n\n\n<li>Mobile-friendly: SMS messages are designed to be read and responded to on mobile devices, whereas emails can sometimes be difficult to read or interact with on a small screen. If your audience is primarily mobile users, SMS may be a more convenient and user-friendly option.<\/li>\n\n\n\n<li>Urgent or time-sensitive messages: SMS messages are more suitable for urgent or time-sensitive messages, such as appointment reminders, delivery notifications, or emergency alerts.<\/li>\n<\/ol>\n\n\n\n<p>With that in mind, email can still be a valuable communication tool for longer or more detailed messages, promotional campaigns, or for sending attachments such as documents for your users to sign or images. Ultimately, the choice between SMS and email depends on the nature of your message, your audience, and your communication goals and you can use them together to achieve better results.<\/p>\n\n\n\n<p>If you prefer to watch a video tutorial that covers everything in this article, you can watch it <a href=\"https:\/\/www.youtube.com\/watch?v=4DMQF9lRZW4\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a><\/p>\n\n\n\n<p><strong>Important<\/strong><br>Every country has their own regulations on SMS usage and it is vital for you to understand the legal requirements before using SMS as a medium of communication. For example, in the United States, you can only send SMS from 8.00am to 9.00pm.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-send-sms-in-dolibarr-erp-crm\">How to send SMS in Dolibarr ERP\/CRM.<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-1-register-an-account-in-mocean-api\">Step 1: Register an account in MoceanAPI<\/h3>\n\n\n\n<p>To get started, you will need an account from MoceanAPI <a href=\"https:\/\/dashboard.moceanapi.com\/register?fr=dolibarr\">here<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"773\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/moceanapi_registration_page-1-1024x773.png\" alt=\"\" class=\"wp-image-795\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/moceanapi_registration_page-1-1024x773.png 1024w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/moceanapi_registration_page-1-300x227.png 300w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/moceanapi_registration_page-1-768x580.png 768w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/moceanapi_registration_page-1.png 1177w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">MoceanAPI Registration Page<\/figcaption><\/figure>\n\n\n\n<p>After you\u2019ve signed up for an account, you may be given 20 free sms credits for you to test the sms services. Ensure you\u2019ve entered your mobile number, so you can receive sms when you\u2019re testing your setup.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-2-download-and-install-the-mocean-api-module-from-dolistore\">Step 2: Download and install the MoceanAPI module from Dolistore<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Download the <a href=\"https:\/\/www.dolistore.com\/en\/modules\/1615-MoceanAPI-Send-SMS.html\" target=\"_blank\" rel=\"noopener\">MoceanAPI dolibarr module<\/a> from Dolistore<\/li>\n\n\n\n<li>Go to your Dolibarr website and navigate to <strong>Setup &#8211; Modules\/Application<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"631\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/setup_moceanapi_module-1024x631.png\" alt=\"\" class=\"wp-image-796\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/setup_moceanapi_module-1024x631.png 1024w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/setup_moceanapi_module-300x185.png 300w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/setup_moceanapi_module-768x473.png 768w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/setup_moceanapi_module.png 1044w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Setup MoceanAPI module in Dolibarr<\/figcaption><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Search for MoceanAPI and activate the module.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"989\" height=\"202\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/search_for_moceanapi_module.png\" alt=\"\" class=\"wp-image-797\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/search_for_moceanapi_module.png 989w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/search_for_moceanapi_module-300x61.png 300w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/search_for_moceanapi_module-768x157.png 768w\" sizes=\"(max-width: 989px) 100vw, 989px\" \/><figcaption class=\"wp-element-caption\">search for MoceanAPI module in Dolibarr<\/figcaption><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Installation is now complete and you can access the module via Top Navigation<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"390\" height=\"147\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/activate_moceanapi_module-1.png\" alt=\"\" class=\"wp-image-799\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/activate_moceanapi_module-1.png 390w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/activate_moceanapi_module-1-300x113.png 300w\" sizes=\"(max-width: 390px) 100vw, 390px\" \/><figcaption class=\"wp-element-caption\">Activate the MoceanAPI module in Dolibarr<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-3-configure-your-mocean-api-credentials\">Step 3: Configure your MoceanAPI Credentials<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to <strong>MoceanAPI Module<\/strong> at the top navigation<\/li>\n\n\n\n<li>There are 2 options to connect to MoceanAPI<\/li>\n<\/ol>\n\n\n\n<p>2.1 Connect via API Token<\/p>\n\n\n\n<p>Generate a\u00a0<strong>MoceanAPI Token<\/strong>\u00a0from\u00a0<a href=\"https:\/\/dashboard.moceanapi.com\/dashboard\" target=\"_blank\" rel=\"noreferrer noopener\">MoceanAPI Dashboard<\/a> from dashboard <a href=\"https:\/\/dashboard.moceanapi.com\/company\/apisetting\">here<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"200\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/image-93.png\" alt=\"\" class=\"wp-image-800\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/image-93.png 1024w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/image-93-300x59.png 300w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/image-93-768x150.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>2.2 Connect via API Key and Secret (legacy)<\/p>\n\n\n\n<p>Get your <strong>API Key<\/strong> and <strong>API Secret<\/strong> from dashboard <a href=\"https:\/\/dashboard.moceanapi.com\/company\/apisetting\">here<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"886\" height=\"313\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/getting_moceanapi_credentials-1.png\" alt=\"\" class=\"wp-image-802\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/getting_moceanapi_credentials-1.png 886w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/getting_moceanapi_credentials-1-300x106.png 300w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/getting_moceanapi_credentials-1-768x271.png 768w\" sizes=\"(max-width: 886px) 100vw, 886px\" \/><figcaption class=\"wp-element-caption\">Getting Mocean API credentials location<\/figcaption><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Then enter your <strong>API Token<\/strong> \/ <strong>API Key<\/strong>, <strong>API Secret<\/strong> and <strong>Sender<\/strong>\u00a0<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"991\" height=\"688\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/dolibarrnew3.png\" alt=\"\" class=\"wp-image-803\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/dolibarrnew3.png 991w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/dolibarrnew3-300x208.png 300w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/dolibarrnew3-768x533.png 768w\" sizes=\"(max-width: 991px) 100vw, 991px\" \/><figcaption class=\"wp-element-caption\">Input the MoceanAPI credentials in settings page<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-4-compose-sms-and-send-to-contacts-in-dolibarr\">Step 4: Compose SMS and send to contacts in Dolibarr<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to <strong>Send SMS <\/strong>tab&nbsp;<\/li>\n\n\n\n<li>Select the <strong>Third Party<\/strong> and <strong>Contact<\/strong> you\u2019d like to send SMS to<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"812\" height=\"594\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/how_to_send_sms_in_dolibarr.png\" alt=\"\" class=\"wp-image-804\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/how_to_send_sms_in_dolibarr.png 812w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/how_to_send_sms_in_dolibarr-300x219.png 300w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/how_to_send_sms_in_dolibarr-768x562.png 768w\" sizes=\"(max-width: 812px) 100vw, 812px\" \/><figcaption class=\"wp-element-caption\">How to send sms in Dolibarr<\/figcaption><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>If you intend to send to <strong>Third Party <\/strong>as well, <strong>check<\/strong> the <strong>Send SMS to third party<\/strong> checkbox.<\/li>\n\n\n\n<li>Compose your SMS and click on <strong>Send SMS<\/strong><\/li>\n<\/ol>\n\n\n\n<p>We&#8217;ve guided you through the process of sending SMS in Dolibarr, now we&#8217;re going a step further which is to setup SMS Notifications so that we can automate these boring stuff.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-send-bulk-sms-in-dolibarr-erp-crm\">How to send bulk SMS in Dolibarr ERP\/CRM<\/h2>\n\n\n\n<p>Many businesses tend to send bulk SMS when they want to notify their users instantly of a specific promotional offer like Black Friday offer. For eg: Get $20 discount when you enter this coupon code <strong>BLACKFRIDAY20<\/strong>. You get the idea.<\/p>\n\n\n\n<p>To kickstart your journey in sending bulk SMS follow the steps below and you&#8217;ll send your first bulk SMS in no time. Without further ado, let&#8217;s begin.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to <strong>MoceanAPI <\/strong>module via <strong>Top Navigation bar<\/strong><\/li>\n\n\n\n<li>Click on <strong>Bulk SMS<\/strong> tab <\/li>\n\n\n\n<li>Select the recipients you&#8217;d like to send SMS to<\/li>\n\n\n\n<li>Compose your message and hit the <strong>Send SMS<\/strong> button<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-configure-sms-notification\">How to configure SMS notification<\/h2>\n\n\n\n<p>Sometimes you may want to automatically send an SMS notification to your customers whenever they have triggered an action in your Dolibarr like <strong>Paying an Invoice<\/strong>, <strong>Signing up as a member<\/strong>, <strong>Making a donation,<\/strong> etc.<\/p>\n\n\n\n<p>For the example below, I will guide you through on how to configure the SMS notification for this scenario: <strong>Send SMS whenever an Invoice is validated<\/strong><\/p>\n\n\n\n<p>Before you proceed, please ensure the <strong>mobile number<\/strong> and <strong>country<\/strong> for the <strong>Third Party<\/strong> is set so SMS can be sent out.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"532\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/setting_phone_number_and_country_code_in_dolibarr_third_party-1024x532.png\" alt=\"\" class=\"wp-image-805\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/setting_phone_number_and_country_code_in_dolibarr_third_party-1024x532.png 1024w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/setting_phone_number_and_country_code_in_dolibarr_third_party-300x156.png 300w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/setting_phone_number_and_country_code_in_dolibarr_third_party-768x399.png 768w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/setting_phone_number_and_country_code_in_dolibarr_third_party-1536x799.png 1536w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/setting_phone_number_and_country_code_in_dolibarr_third_party.png 1685w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Setting phone number and country code in Dolibarr third party<\/figcaption><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to <strong>MoceanAPI<\/strong> module via <strong>Top Navigation<\/strong><\/li>\n\n\n\n<li>Click on the <strong>Invoice<\/strong> tab.<\/li>\n\n\n\n<li>Check the box for <strong>Enable<\/strong>, fill in your <strong>Sender<\/strong> and check the box for <strong>Invoice Validated<\/strong><\/li>\n\n\n\n<li>Configure the <strong>SMS message<\/strong>, you want to send when the automation is triggered<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"973\" height=\"914\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/configuring_sms_nofication_for_validated_invoice.png\" alt=\"\" class=\"wp-image-806\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/configuring_sms_nofication_for_validated_invoice.png 973w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/configuring_sms_nofication_for_validated_invoice-300x282.png 300w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/configuring_sms_nofication_for_validated_invoice-768x721.png 768w\" sizes=\"(max-width: 973px) 100vw, 973px\" \/><figcaption class=\"wp-element-caption\">Configuring SMS notification for validated invoice<\/figcaption><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Once you&#8217;re satisfied with all the configurations, you can click on <strong>Save SMS Setting<\/strong> at the bottom of the page<\/li>\n\n\n\n<li>Test the SMS notification by Validating an Invoice.<\/li>\n\n\n\n<li>The details of SMS sent will be available in the SMS Outbox<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-configure-sms-reminder-for-invoices\">How to configure SMS reminder for Invoices<\/h2>\n\n\n\n<p>Let\u2019s bring your automation to the next level. You wouldn\u2019t want to send a reminder to&nbsp; your client manually to remind them to pay their invoices right ?<\/p>\n\n\n\n<p>You want to automate this so you can free up some time which can be spend on better task.<\/p>\n\n\n\n<p>I\u2019ll guide you through on how you can automate this monotonous task.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"reminder-prerequisite\">Reminder Prerequisite<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"prerequisites-1-set-php-timezone-in-your-server\">Prerequisites 1: Set PHP timezone in your server<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Secure Shell (SSH) into your server<\/li>\n\n\n\n<li>Modify your <strong>php.ini<\/strong> file.&nbsp;<\/li>\n<\/ol>\n\n\n\n<pre class=\"wp-block-code\"><code><mark style=\"background-color:rgba(0, 0, 0, 0);color:#77ca0b\" class=\"has-inline-color\">nano \/etc\/php\/7.4\/apache2\/php.ini<\/mark><\/code><\/pre>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"495\" height=\"80\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/terminal_command_to_modify_date_time_zone_in_PHP_configuration_file.png\" alt=\"\" class=\"wp-image-807\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/terminal_command_to_modify_date_time_zone_in_PHP_configuration_file.png 495w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/terminal_command_to_modify_date_time_zone_in_PHP_configuration_file-300x48.png 300w\" sizes=\"(max-width: 495px) 100vw, 495px\" \/><figcaption class=\"wp-element-caption\">terminal command to modify PHP configuration file<\/figcaption><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>You may need to change the command based on the PHP version your server is using. For eg: if you&#8217;re using PHP Version 8.1 your command would be<\/li>\n<\/ol>\n\n\n\n<pre class=\"wp-block-code\"><code><mark style=\"background-color:rgba(0, 0, 0, 0);color:#77ca0b\" class=\"has-inline-color\">nano \/etc\/php\/8.1\/apache2\/php.ini<\/mark><\/code><\/pre>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Look for date.timezone and set the timezone to your local timezone.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"532\" height=\"42\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/terminal_command_to_modify_PHP_configuration_file.png\" alt=\"\" class=\"wp-image-808\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/terminal_command_to_modify_PHP_configuration_file.png 532w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/terminal_command_to_modify_PHP_configuration_file-300x24.png 300w\" sizes=\"(max-width: 532px) 100vw, 532px\" \/><figcaption class=\"wp-element-caption\">terminal command to modify Date Time Zone in PHP configuration file<\/figcaption><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Save the file and restart your web server<\/li>\n<\/ol>\n\n\n\n<p>If you\u2019re unsure about your server, please consult your hosting service provider.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"prerequisites-2-setup-cron-job\">Prerequisites 2: Setup Cron Job<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to <strong>Setup &gt; Modules \/ Application<\/strong> in Dolibarr and enable the <strong>Scheduled Jobs module<\/strong> and click on the <strong>gear<\/strong> icon<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"460\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/enabling_schedule_job_module_in_dolibarr.png\" alt=\"\" class=\"wp-image-809\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/enabling_schedule_job_module_in_dolibarr.png 1000w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/enabling_schedule_job_module_in_dolibarr-300x138.png 300w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/enabling_schedule_job_module_in_dolibarr-768x353.png 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><figcaption class=\"wp-element-caption\">Enabling Schedule Job module in Dolibarr<\/figcaption><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Generate a security key to launch the cron job using a script.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"258\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/generating_security_key_in_dolibarr-1024x258.png\" alt=\"\" class=\"wp-image-810\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/generating_security_key_in_dolibarr-1024x258.png 1024w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/generating_security_key_in_dolibarr-300x76.png 300w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/generating_security_key_in_dolibarr-768x193.png 768w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/generating_security_key_in_dolibarr-1536x387.png 1536w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/generating_security_key_in_dolibarr.png 1544w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Generating security key in Dolibarr<\/figcaption><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Copy the command generated by dolibarr and replace the values according to your dolibarr installation<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"74\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/cronjob_setup_syntax-1024x74.png\" alt=\"\" class=\"wp-image-811\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/cronjob_setup_syntax-1024x74.png 1024w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/cronjob_setup_syntax-300x22.png 300w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/cronjob_setup_syntax-768x56.png 768w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/cronjob_setup_syntax.png 1326w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">cronjob setup syntax<\/figcaption><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Copy and paste the modified command into your cronjob entry in your server, in my case it would be<\/li>\n<\/ol>\n\n\n\n<pre class=\"wp-block-code\"><code><mark style=\"background-color:rgba(0, 0, 0, 0);color:#77ca0b\" class=\"has-inline-color\">*\/5 * * * * \/srv\/dolibarr-16.0.0\/scripts\/cron\/cron_run_jobs.php 715WIrfV14Blvdv4aQV26VMIrJwR4g2g admin &gt; \/srv\/dolibarr-16.0.0\/documents\/cron_run_jobs.php.log<\/mark><\/code><\/pre>\n\n\n\n<p>Note: You may need to add \/path\/to\/php infront of the script to run it successfully, the final code would be:<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code><mark style=\"background-color:rgba(0, 0, 0, 0);color:#77ca0b\" class=\"has-inline-color\">*\/5 * * * * \/usr\/bin\/php \/srv\/dolibarr-16.0.0\/scripts\/cron\/cron_run_jobs.php 715WIrfV14Blvdv4aQV26VMIrJwR4g2g admin &gt; \/srv\/dolibarr-16.0.0\/documents\/cron_run_jobs.php.log<\/mark><\/code><\/pre>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Navigate to Admin Tools &gt; Scheduled Jobs<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"262\" height=\"693\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/navigation_to_scheduled_jobs_module_in_dolibarr.png\" alt=\"\" class=\"wp-image-812\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/navigation_to_scheduled_jobs_module_in_dolibarr.png 262w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/navigation_to_scheduled_jobs_module_in_dolibarr-113x300.png 113w\" sizes=\"(max-width: 262px) 100vw, 262px\" \/><figcaption class=\"wp-element-caption\">Navigation to Scheduled Jobs Module in Dolibarr<\/figcaption><\/figure>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>If Scheduled is green color, your configuration is correct. If not, please recheck the steps above.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"115\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/verifying_the_schedule_job_is_setup_correctly-1024x115.png\" alt=\"\" class=\"wp-image-813\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/verifying_the_schedule_job_is_setup_correctly-1024x115.png 1024w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/verifying_the_schedule_job_is_setup_correctly-300x34.png 300w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/verifying_the_schedule_job_is_setup_correctly-768x86.png 768w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/verifying_the_schedule_job_is_setup_correctly-1536x172.png 1536w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/verifying_the_schedule_job_is_setup_correctly.png 1586w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Verifying the schedule job is setup correctly<\/figcaption><\/figure>\n\n\n\n<p>Now all the heavy setup work is done, you\u2019re already 80% finished. Now to the final step, which is configuring the SMS reminder.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"configuring-the-sms-reminder-for-invoice\">Configuring the SMS reminder for Invoice<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the <strong>Invoice<\/strong><strong> <\/strong>module in the <strong>MoceanAPI<\/strong><strong> <\/strong>app.<\/li>\n\n\n\n<li>Click on <strong>Add Reminder<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"905\" height=\"420\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/how_to_add_sms_reminder_for_dolibarr.png\" alt=\"\" class=\"wp-image-814\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/how_to_add_sms_reminder_for_dolibarr.png 905w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/how_to_add_sms_reminder_for_dolibarr-300x139.png 300w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/how_to_add_sms_reminder_for_dolibarr-768x356.png 768w\" sizes=\"(max-width: 905px) 100vw, 905px\" \/><figcaption class=\"wp-element-caption\">how to add SMS reminder for Dolibarr in MoceanAPI Module<\/figcaption><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Configure the reminder criteria (when you want to send the reminder). You can personalize your SMS message using <strong>keywords<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"756\" height=\"683\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/configuring_the_settings_for_sms_reminder.png\" alt=\"\" class=\"wp-image-815\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/configuring_the_settings_for_sms_reminder.png 756w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/configuring_the_settings_for_sms_reminder-300x271.png 300w\" sizes=\"(max-width: 756px) 100vw, 756px\" \/><figcaption class=\"wp-element-caption\">Configuring the settings for SMS reminder in MoceanAPI<\/figcaption><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Click on <strong>Save <\/strong>once you&#8217;re satisfied with your configuration<\/li>\n\n\n\n<li>Enable the SMS notification and click on <strong>Save SMS Setting<\/strong> at the bottom of the page.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"907\" height=\"207\" src=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/enabling_the_sms_reminder.png\" alt=\"\" class=\"wp-image-816\" srcset=\"https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/enabling_the_sms_reminder.png 907w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/enabling_the_sms_reminder-300x68.png 300w, https:\/\/moceanapi.com\/blog\/wp-content\/uploads\/2023\/04\/enabling_the_sms_reminder-768x175.png 768w\" sizes=\"(max-width: 907px) 100vw, 907px\" \/><figcaption class=\"wp-element-caption\">Enabling the SMS reminder<\/figcaption><\/figure>\n\n\n\n<p>Voila! And\u2026 that\u2019s how you send SMS in dolibarr. We guided you through sending SMS manually, configuring the automation and also the SMS reminder. Below, we listed a few other use cases that could be beneficial for SMS usage.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"other-use-cases-for-sms\">Other Use Cases for SMS<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Customer service: SMS can be used as a quick and easy way for customers to get in touch with a business&#8217;s customer service team.<\/li>\n\n\n\n<li>Appointment reminders: SMS can be used to send appointment reminders to customers, reducing the number of missed appointments and improving the overall customer experience.<\/li>\n\n\n\n<li>Marketing promotions: SMS can be an effective way for businesses to reach out to their customers with promotions and special offers.<\/li>\n\n\n\n<li>Event updates: SMS can be used to keep event attendees informed about important updates, such as changes in schedule, location, or other important information.<\/li>\n\n\n\n<li>Two-factor authentication: SMS can be used as part of a two-factor authentication process to help you keep your customer\u2019s accounts secure.<\/li>\n\n\n\n<li>Customer feedback: SMS can be used to solicit feedback from customers after they have made a purchase or used a service.<\/li>\n\n\n\n<li>Order confirmations: SMS can be used to send order confirmations to customers after they have placed an order.<\/li>\n\n\n\n<li>Delivery notifications: SMS can be used to notify customers when their order has been shipped and when it is expected to arrive.<\/li>\n\n\n\n<li>Payment reminders: SMS can be used to send payment reminders to customers who have outstanding balances.<\/li>\n\n\n\n<li>Customer surveys: SMS can be used to conduct customer surveys to gather feedback and improve the overall customer experience.<\/li>\n\n\n\n<li>Account updates: SMS can be used to send updates about account information, such as changes to passwords or login credentials.<\/li>\n\n\n\n<li>Emergency alerts: SMS can be used to send emergency alerts, such as weather warnings or safety alerts.<\/li>\n\n\n\n<li>Travel notifications: SMS can be used to send travel notifications, such as flight delays or gate changes.<\/li>\n\n\n\n<li>Sales follow-up: SMS can be used to follow up with customers after a sale to thank them for their business and encourage repeat purchases.<\/li>\n\n\n\n<li>Loyalty programs: SMS can be used to send updates about loyalty programs, such as rewards earned or special offers available to loyal customers.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>What is Dolibarr ? Dolibarr is basically a free and open-source software that helps small and medium-sized businesses manage their day-to-day operations more efficiently. It\u2019s kind of like an all-in-one solution that includes features for things like invoicing, inventory management, and project management. What\u2019s really cool about Dolibarr is that it\u2019s highly customizable, meaning you&#8230;<\/p>\n","protected":false},"author":1,"featured_media":206,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"categories":[15,16,5],"tags":[],"class_list":["post-5","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-dolibarr","category-marketing"],"_links":{"self":[{"href":"https:\/\/moceanapi.com\/blog\/wp-json\/wp\/v2\/posts\/5"}],"collection":[{"href":"https:\/\/moceanapi.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/moceanapi.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/moceanapi.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moceanapi.com\/blog\/wp-json\/wp\/v2\/comments?post=5"}],"version-history":[{"count":16,"href":"https:\/\/moceanapi.com\/blog\/wp-json\/wp\/v2\/posts\/5\/revisions"}],"predecessor-version":[{"id":817,"href":"https:\/\/moceanapi.com\/blog\/wp-json\/wp\/v2\/posts\/5\/revisions\/817"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/moceanapi.com\/blog\/wp-json\/wp\/v2\/media\/206"}],"wp:attachment":[{"href":"https:\/\/moceanapi.com\/blog\/wp-json\/wp\/v2\/media?parent=5"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/moceanapi.com\/blog\/wp-json\/wp\/v2\/categories?post=5"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/moceanapi.com\/blog\/wp-json\/wp\/v2\/tags?post=5"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}