It sounds like you’re referring to a specific software component: invoicebuildermoduleforperfexcrmv100.zip (likely a module that integrates an invoice builder into Perfex CRM, version 1.0.0). Below is a professional write-up describing this module, its purpose, features, installation, and potential use cases. This can be used for documentation, a marketplace listing, or an internal technical note.
Write-Up: Invoice Builder Module for Perfex CRM v1.0.0 ( invoicebuildermoduleforperfexcrmv100.zip ) 1. Overview The Invoice Builder Module for Perfex CRM (version 1.0.0) is a custom add-on packaged as invoicebuildermoduleforperfexcrmv100.zip . It extends the native invoicing capabilities of Perfex CRM by introducing a drag-and-drop interface, customizable templates, and advanced line-item controls. This module is designed for businesses that require more flexibility in invoice design and automation than the default Perfex CRM system offers. 2. Key Features
Visual Invoice Designer Create and edit invoice layouts using a WYSIWYG editor. Add fields like company logo, tax details, payment terms, and custom notes without touching HTML/CSS.
Dynamic Template Management Save multiple invoice templates (e.g., “Standard,” “Pro Forma,” “Recurring”) and assign them to different clients or billing cycles. invoicebuildermoduleforperfexcrmv100zip top
Smart Field Mapping Automatically pull data from Perfex CRM fields – client name, address, VAT number, custom fields, and itemized services/products.
Bulk Invoice Generation Generate invoices for multiple clients or subscriptions in one click using predefined rules (e.g., end-of-month billing).
PDF & Email Customization Configure separate PDF styles and email body templates for each invoice type. Supports attachment of supporting documents. It sounds like you’re referring to a specific
Multi‑Currency & Tax Rules Define per‑invoice currency and apply complex tax rules (compound taxes, discounts before/after tax).
3. Installation Instructions
Prerequisites: Perfex CRM v3.0+ (or compatible version), PHP 7.4+, MySQL 5.7+, write permissions on /modules/ and /uploads/ . Write-Up: Invoice Builder Module for Perfex CRM v1
Backup your database and Perfex CRM files. Extract invoicebuildermoduleforperfexcrmv100.zip . Upload the extracted folder invoice_builder_module/ to your Perfex installation’s /modules/ directory. Navigate to Setup → Modules in your Perfex admin panel. Locate “Invoice Builder Module” and click “Activate” . Configure module permissions under Staff → Roles (e.g., allow “Can manage invoice templates”). Visit Invoices → Invoice Builder to start designing templates.
4. Compatibility & Dependencies