Unlike the default Perfex setup which relies on static PHP files, this module allows for the creation of multiple templates tailored to different departments or service types.
Based on its integration with Perfex CRM, this module typically provides:
Since this is a module for Perfex CRM, it inherits the same server requirements as the main CRM. A typical installation requires:
The module does not introduce any additional dependencies beyond what Perfex CRM already requires.
Click on the button. You will be prompted to select a file. Choose the uploads.zip file from the extracted folder and upload it. The system will automatically extract and install the module.
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| Category: Development, CRM Customization
The is an extension designed to enhance the native invoicing capabilities of Perfex CRM . It provides a more user-friendly interface for managing billing workflows beyond the standard features of the core system. Key Features & Functionalities
To install the invoicebuildermoduleforperfexcrmv100.zip file, follow these steps:
Click on the Upload Module button. Select the invoicebuildermoduleforperfexcrmv100zip file from your local computer and click upload.
Select which columns (e.g., SKU, Quantity, Price, Tax) are displayed, and hide unnecessary ones.