Pre-Invoice / Pro-forma Invoice extension for Vtiger CRM

An abridged or estimated invoice sent by a seller to a buyer in advance of a shipment or delivery of goods

Extension PreInvoice allows you to create PreInvoice from Quotes and Sales Order without risk that buyer does not pay Invoice and you will have to cancel Invoice

Pre-Invoice features

  • Create new Pre-Invoice
  • Create Invoice from Pre-Invoice
  • Create Pre-Invoice from Quotes
  • Create Pre-Invoice from Sales Orders
  • Create Pre-Invoice from Opportunities
  • Pre-Invoice Information block in Detail view of records
  • Support of CashFlow
  • Compatible with PDF Maker & Email Maker
  • Easy installation & usage
  • Vtiger 7.x/6.x compatible
  • Included in our packages: Extended, All Access
A PreInvoice module for Vtiger 7 system

Start using Pre-Invoice now!

Installation & Usage

Installation & Validation is via our Free Extension Installer

For detailed guide how to validate and install our modules visit guide below:

Applies for Vtiger 6.x too

You can find manual for Vtiger 7.x and Vtiger 6.x below:

Creating Pre-Invoice via list view:

Creating Pre-Invoice from Quotes:

  • 21 April 2020: 4.2
    • fixed issue where creating Invoice from Relation was not working in Pre-Invoice list view
    • fixed issue where creating Invoice from single or multiple Pre-Invoices was not working in Pre-Invoice list view
  • January 2020: 4.0
    • new validation system via our FREE extension Installer
  • October 2019: 700.1.1 – 700.1.3
    • minor bug fixes
    • same installation package for Vtiger 7.x & Vtiger 6.x
  • September 2019: 700.0.1
    • extension release for Vtiger 7.x

Try Pre-Invoice via our Extension Packages Trial (14 days)

(included in Extended and All Access packages)

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