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Complete wealth management suite for CIF/CGP: client journey, regulatory documents (DER, PI, BP, LM, RA), simulators (Life Insurance, PER, PEA, IFI, PVI, Livrets), AI method, client portal.
Floating stopwatch on tickets, project tasks, interventions and third-party cards — one click saves time as an intervention line or task time.
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The quick deposit module for dolibarr allows you to generate the deposit invoice from the payment
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→ Éditor : iouston - www.iouston.com / AGPL
→ Module version : auto
→ Compatibility : Dolibarr auto auto
→ Language : français, anglais
→ Technical assistance : per ticket from Monday to Friday
→ Documentation : Available online
→ Demonstration : online, with login : demo and password : demo
→ Detailed description :
The dolibarr module "quick deposit" allows you to easily and quickly create a deposit invoice from a payment from your customer.
To do this, from the estimate :