Once activated, a new menu item appears: (usually under Sales). Inside, you will find three sub-sections:
Support for Perfex CRM Custom Fields , allowing custom client metadata to dynamically render on the printed invoice. invoice-builder-module-for-perfex-crm-v1.0.0.zip
: Utilize after_invoice_added to generate a unique public hash for the landing page URL and store it in a custom database table. Once activated, a new menu item appears: (usually
Perfex CRM’s default invoice generation system relies on static templates that require manual HTML/CSS editing to modify. For the average business owner or finance manager, altering layout, adding custom fields, or dynamically adjusting line items is a technical hurdle. Furthermore, standard invoices often fail to convey a company’s brand identity, leading to a disjointed client experience. The Invoice Builder Module addresses these gaps by introducing a drag-and-drop or structured interface—specifically designed to integrate seamlessly with Perfex’s database structure. Version 1.0.0 focuses on providing a foundational yet powerful toolkit that eliminates the need for core file modifications, thereby preserving upgrade paths and system stability. Perfex CRM’s default invoice generation system relies on