Invoice-builder-module-for-perfex-crm-v1.0.0.zip
The Invoice Builder Module for Perfex CRM (v1.0.0) introduces a drag-and-drop, no-code editor that replaces default PDF layouts, enabling fully customized, brand-aligned invoices. This module improves efficiency and professionalism by allowing users to easily customize branding, rearrange design elements, and save multiple layout templates directly within the Perfex environment. Learn more about the Invoice Builder Module v1.0.0.
Streamline Your Invoicing Process with the Invoice Builder Module for Perfex CRM v1.0.0 invoice-builder-module-for-perfex-crm-v1.0.0.zip
- Customizable Invoice Templates: The module comes with a range of pre-designed invoice templates that you can customize to match your brand. You can add your company logo, change colors and fonts, and add or remove sections as needed.
- Easy Invoice Creation: With the Invoice Builder Module, you can create invoices quickly and easily. Simply select the client, add the items or services provided, and the module will generate a professional-looking invoice.
- Automated Calculations: The module automatically calculates the subtotal, tax, and total amount due, ensuring that your invoices are accurate and error-free.
- Payment Tracking: The module allows you to track payments made by clients, so you can easily see who has paid and who hasn't.
- Integration with Perfex CRM: The module integrates seamlessly with Perfex CRM, allowing you to access your invoices and financial records from within your CRM system.
Hook: Trigger the feature using task_status_changed. When a task hits a specific status (e.g., "Complete"), the module can call the core invoices_model to create a new draft invoice. The Invoice Builder Module for Perfex CRM (v1
Visual Drag-and-Drop Editor: Move and align crucial elements like company logos, client details, payment terms, and item tables without writing a single line of code. Customizable Invoice Templates : The module comes with
Subject: Struggling with Perfex CRM invoice layouts? Check out this new builder!
