Log into your Perfex CRM admin dashboard as an administrator. Navigate to > Modules from the sidebar menu. Click on the Upload Module button at the top of the page.
Enhance your proposals with better formatting options to increase your closing rate. invoicebuildermoduleforperfexcrmv100zip
The installation was a breeze. As soon as the module was activated, the transformation was immediate: Drag-and-Drop Mastery Log into your Perfex CRM admin dashboard as an administrator
The documentation folder included with the module contains valuable information that many users overlook. Before reaching out to support, review the documentation for installation troubleshooting, configuration options, and advanced tips. Enhance your proposals with better formatting options to
invoicebuildermoduleforperfexcrmv100.zip ├── controllers/ # Handles backend validation and model workflows ├── models/ # Dictates SQL operations for saving layout configurations ├── views/ # Contains the HTML/CSS drag-and-drop builder interface ├── assets/ # Bundled JavaScript (JS) files for interactive building ├── database.sql # Optional custom tables or schema alterations └── init.php # Hooks the module directly into Perfex core actions Step-by-Step Installation and Activation
Tracking payments made against invoices, including partial payments and applying them to the correct invoices.
The default "Add New Invoice" form in Perfex CRM does not have a native field for applying . Consequently, the Invoice Builder module cannot display a value for a field that does not exist in the source data. For this reason, per-item discounts are not a supported feature of the module.