The general categories for a perfect invoices are quotes, quantity, customer’s name, provider’s details, and cost. If you wish to add a customized field, SuiteCRM Custom pdf Invoice Module lets you do that. It is the great, easy options to create customized invoices in SuiteCRM. Also, if you want to change the invoice number of a pdf you only have to know how to change invoice number in SuiteCRM. It saves you time and money of creating a new invoice. All you must do is change the invoice number.
After you have successfully created an invoice, whether it is a custom invoice or a generic one this is how to download invoice in SuiteCRM.
If you have already created a quote and wish to convert it to an invoice, you can easily select the ‘Convert to pdf’ option. Your invoice will be generated automatically saving you the time and hard work. You can also get renew and create existing or new contracts with SuiteCRM. You can use it to directly send the invoice to its respective buyer from within SuiteCRM itself. Follow these simple steps to share the invoice.
- Select the quote you wish to convert to an invoice.
- Convert it to an invoice.
- Click on the ‘Share as pdf’ option and share the invoice on different platforms.
SuiteCRM has made creating, managing, deleting, and downloading invoices simple and quick. With this reliable module in SuiteCRM, you are sure to send invoices to customers on time and with much more precision.