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YetiForceCompany / YetiForceCRM

Our team created for you one of the most innovative CRM systems that supports mainly business processes and allows for customization according to your needs. Be ahead of your competition and implement YetiForce!
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[Question] convert opportunity to invoice #12506

Closed trostas closed 4 years ago

trostas commented 4 years ago

i was wondering if its possible to convert an opportunity directly to invoice. i beleive this is possible at vtiger. althought i have tried i can find a way to do it.

thanks

apcloic commented 4 years ago

@trostas I think that first, you have to use Mapping module and map required fields. Once done, use "Generate Record" option on Opportunities module. https://gitstable.yetiforce.com/index.php?module=MappedFields&parent=Settings&view=List&block=2&fieldid=95 Regards