Yetiforcecrm: [Question] convert opportunity to invoice

Created on 1 Feb 2020  ยท  1Comment  ยท  Source: YetiForceCompany/YetiForceCRM

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

โ” question

Most helpful comment

@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

>All comments

@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

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