Deposit Invoice and Sales Item Customization Module for Perfex CRM

Simplify your estimate billing process and easily customize item details using our powerful billing module. With features designed to enhance efficiency and flexibility, managing your estimates to invoices has never been easier.

Key Features: Deposit Invoice Workflow: Streamline the creation of deposit invoices and the splitting of payments effortlessly. Customize payment splits to suit your needs and track them seamlessly within the system.

Item Customization: Customize item details for proposals, estimates, invoices, delivery notes, and purchase orders. Improve the clarity of your invoices by grouping items in the table and PDF, and easily reorganize them using the drag-and-drop functionality. Add title lines for main items such as proposals, estimates, invoices, delivery notes, and purchase orders. Group items in the table and PDF to enhance clarity and organization. Easily reorganize item title lines using the drag-and-drop functionality. Customize the PDF by setting a background image.

Client-Side Column Control: Have control over the visible columns on the client side, allowing you to hide columns in the item table and PDF as needed. Customize your view to optimize your workflow and ensure seamless integration with your brand.

Invoice Update Restrictions: You can prevent updates on invoices with specific predefined statuses. This feature is especially useful in jurisdictions that prohibit the modification of invoices under certain conditions. For example, in Germany, updating a paid invoice may not be allowed.

Experience an enhancement in estimate billing and item customization with our module. Streamline your workflow, optimize your processes, and improve your billing experience today.

Questions/Support: Perfex version 3.1.* up to the latest version is required. We provide documentation covering installation and usage. We respond to your inquiries as quickly as possible within a few hours, but it may sometimes take a few days. We do not offer refunds for the extension after purchase, so please confirm and conduct a full test before buying. Any custom work, including setup, installation, and extension (which may require qualified hours), is not free. You can hire us for that.