Knowledge Base

Introduction to Joforce Pre-Invoice

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.