PreInvoice 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
  • Generate Invoice from Pre-Invoice
  • Generate 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 compatible
  • Included in our packages: Extended, All Access
preinvoice feature

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 via list view

Creating Pre-Invoice from Quotes:

Creating PreInvoice from Quotes

  • 23 November 2021: 4.14
    • added (-) Overall Discount to the Item Details block
  • 12 October 2021: 4.13
    • resolved compatibility issues with our other modules
  • 23 September 2021: 4.12
    • sending emails with PDF Maker “Send Email” feature will no longer cause errors
  • 21 September 2021: 4.11
    • resolved issue where in list view, when creating an Invoice from Relation, all checked PreInvoices were not shown in the related tab of created Invoice
  • 27 August 2021: 4.10
    • Vtiger 7.4 compatibility
  • 23 July 2021: 4.9
    • fixed issue when Generating PreInvoice caused issue, where users were not able to select Conctat and Organization, that caused an error
  • 22 July 2021: 4.8
    • minor bug fixes related to duplicated blocks and fields
  • 16 April 2021: 4.7
    • added an Integration setting where you can deactivate/activate related modules:
      Sales Orders
  • 17 February 2021: 4.6
    • minor bug fixes
  • 15 January 2021: 4.5
    • fixed issue where Items Details block had a wrong layout during creation of Invoice from PreInvoice
    • fixed issue where deleting related PreInvoice record caused the problem in related Sales Order record

— 2020 —

  • 16 November 2020: 4.4
    • fixed issue where Customize button with other features was missing in the module
    • fixed issue where PreInvoice relation’s tab was missing in the Organization module
  • 24 September 2020: 4.3
    • added new icon for PreInvoice in the Menu
  • 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

— 2019 —

  • 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)

Dear Vtiger Community, most of all our extensions are compatible with Vtiger 8.0 version.


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