Invoice
Invoice is a commercial document or bill that itemizes a transaction between you and your customer.
Adding Invoice Information
You can add new Invoice in different ways,
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Adding Invoice Manually
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Click on the + Add Invoice button in the List View.
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Add the appropriate details
- Finally, click on Save.
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Using Quick Create Button
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It lets you to quickly add Invoice info from anywhere in Joforce CRM.
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Click on the + icon in the top Quick Actions Menu bar
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Choose Invoice from the drop down
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In the Quick Create Invoice popup, add the related information
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Once done, hit Save.
- You can also access the complete Invoice Form right from here by clicking on Go to full form.
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Importing Invoice from Existing Files
- You can get all your existing Invoice information from different sources inside Joforce CRM with the built-in import option. Gather the list of Invoice information from different sources and convert it into CSV file and import all in one in just a click.
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Creating Invoice from Products, Services, Quotes and Sales Order
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Navigate to the detail view of the desired record
- Click on More → Create Invoice
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Default Invoice fields
By default Joforce CRM offers you with a List of fields, to add the Invoice related information in Joforce CRM.
You can easily add custom fields to your Invoice to add more Invoice related information.
Item Details
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Tax Region - Specifies whether the tax is calculated based on specific value chosen from the drop down.
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Tax Mode - You can use either Invidual or Group tax
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Individual - Will take the Tax value that are defined inside each Product or Service
- Group - Will take the Tax value defined globally (i.e. In Tax Management)
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Click on + Add Product to add new product section and then click on Product icon to choose the Product.
- Click on + Add Service to add new service section and then click on Service icon to choose the service.

Managing records in Invoice
Common action performed
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Click on List text box in the top → click on Create New option beside the LISTS to create custom filters.
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Click on Import → To import all your existing Invoice information.
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Click on More
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Fields & Layout → To configure the module fields and customize the field layouts. Module Layouts & Fields
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Workflows → To add workflows related to your Task and Events.
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Picklists Values → To modify the picklist values
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Numbering → To create custom numbering for records
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Merge selected records → To merge the records
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Find Duplicates → To find duplicate in the module
- Export → To export the data to external source
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Action performed in the list view
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Click on the Search icon in the right corner of the list table → To search for records in that module
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Click on the Box icon in the right corner of the list table → To alter the header menu
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Double click on the menu → To sort the menu.
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Bulk Actions on multiple records → Select the desired records → click on the drop down menu in the top
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Follow - To keep track of a record
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Unfollow - Disable when you no longer need to keep track of a service information
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Add Tag → To add different tag for the selected records
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Edit → To edit the selected records on the whole (Mass Edit)
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Delete → To Delete the selected records(bulk deletion)
- Comment → To add comments to selected record
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Actions done on single record
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Enable the STAR icon to follow(keep track of) a document. Disable it to unfollow.
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Click on the drop down in the right corner of each record
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Details → Navigate to the detail view of the record
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Edit → To edit the record
- Delete → To delete the selected record
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- Click on the Eye icon in the right corner of each record → To get a quick view of your record info without navigating to the detail view
Action performed in the detail view
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Click on Add Tag below the service icon → To add tag
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Click on Follow - To keep track of a service information
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Click on Edit → To edit the record
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Click on More
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Delete → To delete the record information
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Duplicate → To replicate the already existing record to create a new one.
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Export to PDF → To exprot the invoice in a PDF format with PDF Maker
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Send with PDF → To send the email by attaching the create PDF
- Purchase Order → To create a new Purchase Order related to the services
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View/ addition of other module records related to the Particular Invoice
You can easily view/ add the other module records related to a specific Invoice.
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Go to the detail view of the particular record
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Click on the appropriate module icon. It displays all the related records.
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You can also relate a new record either
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By selecting from the already existing records
- By adding a new record to that module
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The list of modules included are
- Activities and Documents