Pre-Invoice for Vtiger 7

1.Introduction

Pre-Invoice / Pro-Forma Invoice / Preliminary Invoice is an abridged or estimated invoice sent by a seller to a buyer in advance of a shipment or delivery of goods. It notes the kind and quantity of goods, their value, and other important information such as weight and transportation charges. Pro forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation. Pro forma invoices are not recorded as an accounts receivable by the seller nor are they recorded as an accounts payable by the buyer.

  • Allows you to create Pre-Invoice from Quotes, Sales Orders & Opportunities
  • Create records of payment’s deposits and then create real Invoice
  • Pre-Invoice Information block in Detail view of records
  • Easy installation & usage
  • Support of PDF Maker
  • Support of EMAIL Maker
  • Support of Cash Flow
  • Compatible with Vtiger 7.x/6.x

 Note: This extension also included in our Extension Packages: Extended & All Access.

Yes No Suggest edit

2.How to Install PreInvoice

Please provide following steps in order to install PreInvoice extension.

It is highly recommended to finish the installation without any interruption. For successful installation we need to exchange information (see license for details).
  1. Install the .zip (package) file of the PreInvoice extension via Setting -> CRM Settings -> Module Management -> Modules. Click on the Import Module from Zip.

    Installation of PreInvoice for Vtiger 7 – step 1

  2. Select the .zip (package) file that you downloaded from our e-shop. Please check that you accepted the disclaimer and would like to proceed. Click on the  button.

    Installation of PreInvoice for Vtiger 7 – step 2

    Note: If you have after this step error message: Sorry! Attempt to access restricted file. Please check if folder test/vlib has correct write permission for browser (apache, www-data).

  3. Verify the import details parsed from the .zip (package) file. Please check that you accepted the license agreement and click  to proceed or Cancel to cancel.
  4. PreInvoice extension was imported successfully.

    Installation of PreInvoice for Vtiger 7 – step 4

In order to finish installation, please provide following validation steps:

  1. PreInvoice validation Step. Please check your Company information and insert license key. Make sure that your server has Internet access. Click on button . If you want to change your Company information, click on button

    PreInvoice validation for Vtiger 7 – step 1

  2. If PreInvoice is installed successfully you will see following screen. Click on .

    PreInvoice validation for Vtiger 7 – step 2

Yes No Suggest edit

3.How to update PreInvoice

The upgrade of PreInvoice is initiated in the same way as installation or click on Upgrade link in List view of PreInvoice. So please refer to above installation part for details how to initiate the import of the module from the .zip file.

Upgrade of PreInvoice

Upgrade of PreInvoice

As you can be seen on the picture below you will be notified that the PreInvoice extension already exists. Confirm License agreement and upgrade will start immediately when you click on the  button.

Upgrade of PreInvoice

After upgrade the notification about successful upgrade is shown.

Yes No Suggest edit

4.Work area

The Work area of the PreInvoice consists of:

  • List view – used for common tasks like add new, edit and delete PreInvoice, import and export PreInvoice and access to other tools
  • Detail view – shows already created PreInvoice in details
  • Edit view– allows to edit already created records
  • References – show references to another Modules
  • – used for License settings, Upgrade module, Uninstall module, Access to change System Services & change or edit Numbering, Fields & Layouts + Workflows
  • – used to import records from the other Vtiger systems if needed
  • – used to add new PreInvoice

For more details about List view, Detail view, Edit view & References please see next sections.

Yes No Suggest edit

4.1.List view

The common tasks like add/delete/find duplicates, import/export records or start editing has to be initiated via PreInvoice List view. Go Menu —> Sales and click on Proforma Invoice link and PreInvoice List view will appear on your screen.

PreInvoice – List view

The main part of the PreInvoice List view consists of the list of the PreInvoice records, which gives you information about a PreInvoice number, subject, organization, relation and even more. From the list you can also select one or more records and consequently delete or export the selected group of PreInvoice records or do additional tasks.

You can also have the option to create own List of PreInvoice records and set own fields. You can do it via  button on the left side of the screen. (Open and Paid list is already created by default)

List view of PreInvoice consists of:

  •  –  to search records based on the field,
  •  – is used to add new PreInvoice,
  •  – is used to import records from other Vtiger CRM systems,
  •  – allow you to customize fields, numbering, workflows & access settings like: license, upgrade, uninstall. Also access feature Change System Services,
  •  – if you select records this option becomes available and you can edit or delete selected records,
  •  – used to perform additional actions like: follow, unfollow, add tag, merge records, find duplicates and export,
  • – next/previous page of records.
Yes No Suggest edit

4.2.Detail view

4.3.Edit view

4.4.Reference

5.How to create PreInvoice

5.1.Create PreInvoice from Sales Order

5.2.Create PreInvoice from Quotes

5.3.Create new PreInvoice

Alternately, you can create new PreInvoice by using  button in the List view of PreInvoice extension.

To create PreInvoice please provide following steps:

  1. Click on  button.
  2. In appeared window, please specify PreInvoice details according to your needs.
  3. Click on  button.
Yes No Suggest edit

6.Additional features

Additional features for PreInvoice are:

  • Create Invoice from PreInvoice
  • Create Invoice from Relation
  • Support of PDF Maker
  • Support of EMAIL Maker
  • Support of Cash Flow
Yes No Suggest edit

6.1.Create Invoice from PreInvoice

6.2.Create Invoice from Relation

6.3.Support of PDF Maker

6.4.Support of EMAIL Maker

6.5.Support of Cash Flow

7.Settings

Settings for PreInvoice can be found in the List view via  button.

PreInvoice – Settings

Yes No Suggest edit

7.1.License Settings

To open License settings part please click on Customize icon  –> License settings in List view of PreInvoice.

License settings for PreInvoice

 

Yes No Suggest edit

7.1.1.Deactivate license

If you want to deactivate your license please provide following step:

  1. Click on button 

    Deactivate license of PreInvoice

  2. Confirm deactivation using  button
    Deactivate license of PreInvoice

    Deactivate license of PreInvoice

After deactivation of license, PreInvoice doesn’t work at all and work area is not accessible either.

Yes No Suggest edit

7.1.2.Reactivate license

In case that some problem occurs with license key (moving, copying, migrating, changing Company info) you need to reactivate your license key.

To reactivate license key please provide following steps:

  1. Click on 

    Reactivate license of PreInvoice

  2. Confirm with 

    Reactivate license of PreInvoice

Yes No Suggest edit

7.2.How to update PreInvoice

The upgrade of PreInvoice is initiated in the same way as installation or click on Upgrade link in List view of PreInvoice. So please refer to above installation part for details how to initiate the import of the module from the .zip file.

Upgrade of PreInvoice

Upgrade of PreInvoice

As you can be seen on the picture below you will be notified that the PreInvoice extension already exists. Confirm License agreement and upgrade will start immediately when you click on the  button.

Upgrade of PreInvoice

After upgrade the notification about successful upgrade is shown.

Yes No Suggest edit

7.3.Uninstall

There is also available option to remove PreInvoice from your Vtiger. To uninstall please provide following steps:

  1. Go to the List view of PreInvoice and in Settings choose option Uninstall

    Uninstall PreInvoice

  2. Click on  button

    Uninstall PreInvoice

  3. Confirm uninstall with  button

Now, PreInvoice is removed from your Vtiger and your license is deactivated. To use PreInvoice again you need to provide installation and validation steps (see chapter 2. How to install PreInvoice).

 Unistalling PreInvoice

  • Please consider uninstalling the PreInvoice first, make sure you will not need it anymore. Uninstalling can make some records not available, especially if PreInvoice is linked to other modules. Some data and calculations may be lost after uninstalling.
Yes No Suggest edit

8.Change Log

  • Check latest versions available and fixes applied
  • What was changed/added to manual
Yes No Suggest edit

8.1.PreInvoice

  • August 2019 – PreInvoice 700.1.0 – 700.1.3
    • Improved compatibility with the CashFlow module
    • fixed compatibility with PDF Maker and Email Maker
    • minor bug fixes
Yes No Suggest edit

8.2.Manual of PreInvoice

  • August 2019: manual based on PreInvoice 700.1.3
    • first initiate for Vtiger 7
Yes No Suggest edit
Suggest Edit

We use cookies to improve our website. By browsing this website, you agree to our use of cookies. More info