QR Code addon module for Perfex CRM

🚀 Overview

The QR Code Addon Module for Perfex CRM adds dynamic QR codes to your CRM-generated PDFs, helping clients quickly scan to access invoice links, payment details, GST/Tax info, and other embedded data. It integrates directly with Perfex’s document pipeline for a seamless workflow. :contentReference[oaicite:0]{index=0}

Built from real billing and collections experience, this module reduces support friction (e.g., “Where’s my invoice?”), speeds mobile payments, and supports compliance notes right inside the QR payload.

Ideal for: Agencies, MSPs, SaaS teams, and service businesses using Perfex CRM that want smarter invoices/estimates and faster client actions.

✨ Key Features

• Auto-QR on PDFs: Generates a QR for each document with configurable content (e.g., invoice URL, invoice meta, tax/GST). :contentReference[oaicite:1]{index=1}
• Works across core Perfex PDFs: Invoices, Payments, Credit Notes, Estimates, Proposals. :contentReference[oaicite:2]{index=2}
• Customer-friendly scanning: Clients scan from paper or screen to open the right page instantly (no manual typing). :contentReference[oaicite:3]{index=3}
• Configurable payloads: Add links, references, GST/tax fields or other identifiers to the QR content. :contentReference[oaicite:4]{index=4}
• Perfex-native add-on: Installs like any Perfex module and follows familiar admin UX. :contentReference[oaicite:5]{index=5}

⚙️ Technical Stack & Requirements

• Platform: Perfex CRM (self-hosted).
• Languages: PHP (server-side), JavaScript/HTML/CSS (front-end in Perfex views).
• Server: Web server compatible with Perfex (Apache/Nginx), PHP & MySQL per your Perfex version.
• Compatibility: Designed as a Perfex module; no external QR service required. :contentReference[oaicite:6]{index=6}

🧩 Installation Guide

1. Prerequisite: Ensure a working Perfex CRM installation with admin access.
2. Upload: From Setup → Modules, upload the module package (or place it in the modules directory as per documentation). :contentReference[oaicite:7]{index=7}
3. Activate: Enable the “QR Code” module and set visibility/permissions.
4. Configure: Choose which PDFs get QR codes and define payload content (invoice link, GST/tax fields, notes). :contentReference[oaicite:8]{index=8}
5. Test: Generate a sample invoice/estimate and verify the QR opens the intended URL/info. :contentReference[oaicite:9]{index=9}

📦 Deliverables

• Full source code of the QR Code Addon Module for Perfex CRM. :contentReference[oaicite:10]{index=10}
• Documentation covering installation, configuration, and usage. :contentReference[oaicite:11]{index=11}
• GPL distribution notes and update information as provided by your distributor. :contentReference[oaicite:12]{index=12}

📱 Supported Platforms

• Web: Perfex CRM web app (admin & staff generate PDFs; clients scan via any modern mobile camera app).
• Browsers/Devices: Any browser supported by Perfex; QR scanning via iOS/Android camera or QR apps.
• Server OS: Linux distributions recommended; Windows servers supported if Perfex prerequisites are met.

🧠 Notes

• License: Distributed here under GPL for unlimited domain usage per distributor listing; verify your local terms. :contentReference[oaicite:13]{index=13}
• Customization tips: Add UTM-tagged links for analytics, include client-specific tokens in the payload, or pair with payment gateways to launch one-tap pay pages after scanning.
• SEO assurance: Faster payments and lower support friction improve customer satisfaction signals; adding scannable actions to invoices also reduces bounce from client portals.
• Experience highlight: The module mirrors everyday billing/collections workflows (print/email PDFs → scan → pay/view), reflecting practical CRM operations knowledge. :contentReference[oaicite:14]{index=14}

👨‍💻 Original Developer Credit

Developed by Techy4m and listed on CodeCanyon as “QR Code addon module for Perfex CRM” (Item ID 37304639). Purchasing the original license grants official updates and support. :contentReference[oaicite:15]{index=15}

🔒 Disclaimer

This description is provided for informational and GPL-redistribution listing purposes only. We are not the original author or rights-holder. All trademarks and brand names belong to their respective owners. For production, use a valid license, secure HTTPS, maintain backups, and follow your local e-invoicing/tax rules when embedding data in QR codes. :contentReference[oaicite:16]{index=16}