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Discussion on Invoice Builder module for Perfex CRM

Discussion on Invoice Builder module for Perfex CRM

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41 comments found.

So, can this invoice that is created, be the default invoice always sent?

Your youtube videos dont tell that, it only shows how to send after creating an invoice as extra steps.

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Hi. My expenses view under the project overview tab keep loading forever. Can you please check?

This feature is a core feature of Perfex CRM. It is not related to our module. Please contact the Perfex CRM support team.

is there option to customize proposal like invoice

Hi,

Can the template created be set as the default invoice? Is there any setting where I can activate? I have purchase your other modules. This module last  update in 2024? Is this compatible with latest version?

It’s my pre-sales enquires.

Hi,

Is this module still working?

Hi. This module is still compatible with the latest version of Perfex CRM.

Hello,

The invoicing customization of this module is convincing and detailed but without the option to make the invoice template as default. I believe its not practical to create invoice to customer once then you assign the same invoice to the same customer again with invoice template as it creates additional step for the invoicing process. Plus the process of invoice template selection is not even in sales -> invoice more than in different place in the menu.

The layout should be redesigned and uses different approach

At least thats what i noticed so far after using it. Thx

Hi. Please submit a support request through the support tab so our support team can check and respond to you.

Hello, nice module Can the template created be set as the default invoice?

Hi. Please email us through the support tab so our team will check and respond.

I would like to ask if this module is already compatible with the latest Perfex CRM versions, especially version 3.2+. If not, could you please provide an update to ensure full compatibility and stability with Perfex CRM 3.2 and higher?

Hi. This module is still compatible with the latest version of Perfex CRM. If you have any issues, please submit a support request through the support tab for this module on Codecanyon, so our support team will check and respond.

his this looks very promising i like the idea of the invoice builder and ive checked your demo. for the next update ill buy this if there is a way to digitally sign the invoice like a cosignee or client and vendor for invoice validation – for this part ive already done it and can send you the code modifications if thats ok

2. w would really appreciate if you make selecting custom fields therefor we can make more comprehensive data selections based on perfex crm -

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Can an invoice be applied to all invoices without the invoice builder? Or can we just replace the invoicehtml.php file?

Hello Guys,

Have any news about some updates for this module?

i would like to ask: 1- does your module work with SaaS 2- can work with proposal as well and if not cant u implement proposal builder as invoice builder

can this customization work with proposal as well

Are there any plans to do create custom estimate templates as well?

Does the admin demo work.. ??

I tried to do admin login of demo and it does not work.

Please confirm how we can login to review the demo of this mod?

I would add a screenshot but I can not. It is on the demo page. Again it does not work!!

You are entering an incorrect password. Please double check.

That is what was listed on your demo link for the admin section, so what is the correct password?

is it possible to customise to this type of printer models – https://pix.cobrasoft.org/image/billprinter.xlKP

I tried to do admin login of demo and it does not work.

I am looking to add images of work in invoicing like other CRM are offering so this is not a standard project image.

Can this be done? Also what about estimates, can we create custom estimate templates as well?

Hello?

Again, “I am looking to add images of work in invoicing like other CRM are offering so this is not a standard product image”, can this be done?

how to get refund this plug in didnt meet my expectation

Hi. We do not understand your issue. Please submit a support request via the support tab of this module on Codecanyon so our support team will check and assist you.

Se puede configurar para enviar facturas no pagadas?

Is a digital invoice with the Zugferd protocol planned?

presales question: Can custom fields (invoice fields) be displayed in template. (ex: Car service repair, set data at invoice level with custom fields and show those fields in pdf)

Hi. Currently, Invoice Builder does not support displaying custom fields created in CRM. You can only create custom fields in Invoice Builder templates.

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