PreInvoice for Vtiger CRM
Pro forma invoice 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 Orders without the risk that the buyer does not pay the Invoice and you will have to cancel it
PreInvoice PI-0012Status: Waiting for payment
Generate Invoice
Quote›
PreInvoice›
Invoice
ItemQtyTotal
2780.00€
1450.00€
3254.63€
Grand Total1,484.63€
Created fromQuote QUO-104
InvoiceNot created yet
PreInvoice features
- Create new PreInvoice
- Generate Invoice from PreInvoice
- Generate PreInvoice from Quotes
- Create PreInvoice from Sales Orders
- Create PreInvoice from Opportunities
- PreInvoice Information block in Detail view of records
- Support of CashFlow
- Compatible with PDF Maker & Email Maker
- Easy installation & usage
- Vtiger 7.x/8.x compatible
- Included in our packages: Extended, All Access
Start using PreInvoice now!
Installation & Usage
Installation & Validation is via our Free Extension Installer
For detailed guide how to validate and install our modules visit guide below:
You can find the manual for Vtiger 7.x/8.x below:
Creating PreInvoice via list view:
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 Contact 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:
Quotes
Sales Orders
Opportunities
- added an Integration setting where you can deactivate/activate related modules:
- 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 PreInvoice list view
- fixed issue where creating Invoice from single or multiple PreInvoices was not working in PreInvoice 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 PreInvoice in our Vtiger CRM demo
See how PreInvoice works in practice before you buy.
Vtiger CRM DemoView Demo
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