XML Toolkit With E-Invoice export for Perfex CRM.

Description

XML Toolkit with E-Invoice Export for Perfex CRM

XML Toolkit with E-Invoice Export is a powerful GPL-licensed module for Perfex CRM that converts your invoices, estimates, and credit notes into standards-compliant XML e-invoices. Built for finance teams, agencies, and system integrators, it delivers one-click XML export, validation against schemas (XSD), digital signatures*, and automated delivery—so you can streamline compliance and accelerate payments.

Every purchase from wpshop.net includes lifetime free updates and limited email support—a cost-effective way to add professional e-invoicing to Perfex CRM without recurring SaaS fees.

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🔥 Feature Highlights

• ✅ One-Click XML Export – Generate XML e-invoices from Perfex Invoices, Estimates, and Credit Notes directly from the record view.
• ✅ Schema Validation (XSD) – Built-in validator to ensure your XML structure is ready for e-invoicing portals and gateways.
• ✅ Flexible Field Mapping – Map Perfex fields (company, customer, tax, line items) to XML nodes; save reusable templates per market.
• ✅ Digital Signature & Hash* – Optional signing of XML with your certificate to meet authenticity & integrity requirements.
• ✅ Batch Export & Bulk Actions – Select multiple invoices and export XML files in one zip package.
• ✅ Automation Hooks – Auto-generate XML on invoice status change (e.g., Marked as Sent or Paid), plus webhooks for integrations.
• ✅ Multi-Tax & Multi-Currency – Correct totals, VAT/GST breakdowns, rounding rules, and currencies preserved.
• ✅ Audit Trail & Logs – Track who exported, when, and which template was used for compliance audits.
• ✅ Lifetime Free Updates – Continuous improvements and security fixes via wpshop.net.

*Digital signature support depends on your certificate format and server capabilities.

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📖 Detailed Overview

XML Toolkit with E-Invoice Export for Perfex CRM eliminates manual re-typing and formatting errors by transforming your billing data into clean, standards-aligned XML. Finance teams can validate, sign, and submit e-invoices to government or partner portals, while developers enjoy template-driven mappings and webhooks for deeper integrations (DMS/ERP, middleware, or custom gateways). The module respects Perfex permissions & roles, keeping sensitive billing data secure and auditable.

Because this module is GPL-licensed, you get full source-code access to build country-specific templates, extend mappings, plug in additional validators, or connect to SFTP/API endpoints—without vendor lock-in.

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⚖️ Comparison Table

Feature	XML Toolkit (This Module)	Manual/External Converters
Perfex Native Export	✅ One-click from invoice view	Switch apps, copy/paste data
XSD Validation	✅ Built-in validator & logs	External tools, extra steps
Digital Signature	✅ Optional signing & hash*	Often unsupported
Batch Processing	✅ Bulk export & zip	Invoice-by-invoice
Automation/Webhooks	✅ Status-based triggers	Manual uploads only
Ownership & Cost	✅ GPL, lifetime updates	Recurring SaaS or consultant fees

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⚙️ Installation Guide

1. Download the XML Toolkit with E-Invoice Export package from your wpshop.net account.
2. In Perfex CRM → Setup → Modules, click Upload Module and select the ZIP file.
3. Click Install, then Activate the module.
4. Open Settings → XML Toolkit to configure:
   • Default template (mapping) and XSD validation options
   • Number/date formats, currency handling, and tax rounding
   • Digital signature (optional): upload certificate/keystore
   • Automation triggers & webhook endpoints (optional)
5. Go to any Invoice/Estimate/Credit Note and click Export → XML (E-Invoice) to generate your file.
6. (Optional) Use Bulk Actions in the listing page to export multiple records as a zip.

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🔑 Licensing Information

XML Toolkit with E-Invoice Export for Perfex CRM is distributed under the GPL license and includes:

• 📦 Unlimited installations on supported Perfex CRM instances
• 🔓 Full source-code access for custom mappings & validations
• 🧾 XML export, XSD validation, batch tools, and automation hooks
• 📩 Limited email support by wpshop.net
• ♾️ Lifetime free updates (features & security)

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❓ FAQs

Q1: Which documents can I export?

You can export Invoices, Estimates/Pro-formas, and Credit Notes from Perfex CRM into XML e-invoice files.

Q2: Does the module validate XML before download?

Yes. The built-in validator checks your XML against the selected template’s XSD and reports errors for quick fixes.

Q3: Can I customize the XML structure for my country’s rules?

Absolutely. Create or edit templates with the field mapper to meet regional or partner requirements.

Q4: Is digital signing supported?

Yes. If you provide a compatible certificate/keystore, the module can sign XML files and include hash/meta where required.

Q5: Can I run bulk exports?

Yes. Use the list view to select multiple records and export them as a zipped set of XML files.

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🌟 Why Choose XML Toolkit for Perfex CRM?

Upgrade Perfex CRM into a compliance-ready e-invoicing hub. With one-click XML export, XSD validation, signatures, automation hooks, and complete GPL control, this toolkit slashes manual work, reduces errors, and helps you get paid faster—backed by lifetime free updates from wpshop.net.

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🚀 Get Started Today!

Add professional XML e-invoice export to Perfex CRM in minutes. Download XML Toolkit with E-Invoice Export from wpshop.net and start generating validated, submission-ready e-invoices—complete with lifetime updates and dependable email support.