Description
๐ XML Toolkit with E-Invoice Export for Perfex CRM
๐ Overview
XML Toolkit with E-Invoice Export is a powerful module for Perfex CRM that enables businesses to generate, manage, and export invoices in XML format for compliance and automation. Designed for real-world accounting and business workflows, it simplifies electronic invoicing, reduces manual effort, and integrates seamlessly with Perfex CRMโs billing system.
โจ Key Features
- XML Invoice Generation: Create compliant XML invoices directly from Perfex CRM.
- E-Invoice Export: Export invoices for accounting, taxation, or government platforms.
- Automated Invoice Management: Track, update, and manage invoices in real-time.
- Customer Integration: Link invoices with client profiles for seamless record keeping.
- Bulk Export: Export multiple invoices in a single action for efficiency.
- Secure & Compliant: Ensure invoice format meets local e-invoicing regulations.
- Perfex CRM Integration: Fully compatible with existing Perfex CRM billing and payment systems.
- Responsive Interface: Manage and export invoices via web browser on any device.
โ๏ธ Technical Stack
- Backend: PHP 7.x / 8.x (Perfex CRM Module Architecture)
- Frontend: HTML5, CSS3, JavaScript, Bootstrap
- Database: MySQL / MariaDB (via Perfex CRM)
- Server Requirements: Apache/Nginx, PHP modules (cURL, JSON, XML, OpenSSL), 2GB RAM minimum
- Optional: Integration with accounting software APIs for automated invoice submission
๐งฉ Installation Guide
- Upload the XML Toolkit module files to the
modulesdirectory of Perfex CRM. - Activate the module via the Perfex CRM admin panel.
- Configure XML and e-invoice settings according to local regulations.
- Test invoice generation and export functionality for compliance.
- Integrate with existing client records for smooth operation.
๐ฆ Deliverables
- Perfex CRM XML Toolkit module source code
- Configuration files and sample XML templates
- Documentation & installation guide
- GPL license for free use, modification, and redistribution
๐ฑ Supported Platforms
- Web Browsers: Chrome, Firefox, Edge, Safari (Perfex CRM Admin)
- Server: Linux or Windows with PHP & MySQL/MariaDB
- Mobile: Responsive web interface accessible on tablets and smartphones
๐ง Notes
License: GPL โ Free to use, modify, and redistribute.
Customization Tips: Add automated email delivery, integrate with ERP/accounting software, or extend reporting features.
SEO Assurance: Semantic HTML ensures search engines can index e-invoicing features and module capabilities efficiently.
๐จโ๐ป Original Developer Credit
Developed for Perfex CRM by Original Author / Marketplace.
๐ Disclaimer
This e-invoice export module is distributed under the GPL license. Redistribution, modification, and commercial use are permitted under GPL terms. All rights remain with the original developer, and users should credit accordingly.

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