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Manage your whole insurance brokerage business in Dolibarr, from the CRM opportunity to the payment of the broker commission. The module centralizes customer policies, quotations, policy issuance, renewals, claims tracking, broker commissions and documents in one organized and fully traced workflow. No more spreadsheets, scattered emails or missed follow-ups.
The native Dolibarr Projects module stores projects and tasks. It does not tell you whether a project will stay within its budget, which task is blocking the delivery, who will be overloaded next week, or how many billable hours are still waiting to be invoiced.
c2d20180228111539
This module add a combo box to select which bank account to use to show into PDF invoices (when you need to show bank account information onto PDF invoice)
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Licence: GPL
User interface language: English, French
Install:
unzip modulefile.zip
More information on https://wiki.dolibarr.org/index.php/Module_SelectBank