[verified] | Invoice-builder-module-for-perfex-crm-v1.0.0.zip
The Invoice Builder Module for Perfex CRM v1.0.0.zip is a premium extension designed to overhaul how businesses create, design, and manage client billing within Perfex CRM. This module empowers administrators and finance teams to step away from generic, plain billing layouts and transition to fully customizable, professional-looking invoices that mirror their unique brand identity. 🛠️ Key Features of Invoice Builder Module v1.0.0
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While standard Perfex invoicing handles the math perfectly—populating billing details, managing reminders, and tracking partial payments—the visual layout is often rigid. The Invoice Builder module, available on platforms like CodeCanyon, replaces technical headaches with a more intuitive, flexible experience. Key Features to Watch in v1.0.0 invoice-builder-module-for-perfex-crm-v1.0.0.zip
Documentation and Support
- Visual template editor: drag-and-drop blocks (logo, company info, client info, item table, totals, notes, custom HTML).
- Field mapping: map Perfex invoice fields (client name, invoice number, dates, tax rates, item descriptions, quantities, unit prices, discounts) to template placeholders.
- Multiple templates: create, save, name and set default invoice templates per company/department.
- Responsive layouts: templates optimized for PDF export and email viewing; print-ready styling.
- Conditional blocks: show/hide sections based on invoice data (e.g., hide discounts if none).
- Custom CSS/HTML block: advanced customization for designers.
- Live preview: preview using real invoice data before saving.
- PDF generation integration: works with Perfex’s PDF export (dompdf/mpdf) to produce final invoices.
- Localization: supports Perfex language strings and RTL layouts if Perfex installation includes them.
- Role & permission controls: grant access to specific staff roles for template editing, previewing, and applying templates.
- Versioning & rollback: basic template version history (revert to prior saved versions).
- Sample templates: several prebuilt professional templates included.
Frequently Asked Questions
: Configure up to four columns to display logos, QR codes, and custom titles. Client & Sender Info The Invoice Builder Module for Perfex CRM v1
Q: Does it support left-to-right (LTR) languages?
A: Yes, but Arabic/Hebrew require custom CSS directives. v1.0.0 does not include RTL out-of-the-box. Frequently Asked Questions : Configure up to four