Joforce Pre-Invoice lets you create PreInvoice from Quotes, Sales Orders and Deals. You can create Invoice directly from PreInvoice and view Pre-Invoice information block in the Detail View of records.
Module Installation #
Follow the steps to install module in JoforceCRM,
- Navigate to User Profile → Settings → Modules.
- Click on the Import Module from Zip option.
- Click on Select from My Computer and upload the downloaded module.
- Make sure you enable the checkbox ‘accept with disclaimer and would like to proceed’.
- Select Import then check the ‘accept license agreement’ checkbox.
- Then click on Import Now to start the import process.