NOTE: This is not a standalone module, the module requires Perfex CRM application installed, this is a module for Perfex CRM.

Note: Please be aware that our E-Invoicing module is currently under development to support all European countries’ XML standards. We appreciate your understanding as it is challenging to ensure a perfect match for every country’s requirements. Your feedback is valuable in refining and enhancing the module to achieve full compatibility.

Introduction

E-Invoicing – European Compliant Invoicing For Perfex CRM is an innovative module designed to streamline and optimize the invoicing process within the European framework. With a strong focus on compliance and adherence to European e-invoicing standards, this module empowers businesses to generate and manage invoices efficiently, ensuring seamless transactions and regulatory compliance.

All Invoice exports are in XML.

Right now this module supports EN 16931 Compliant Invoices, with CIUS – PEPPOL BIS

CIUS – PEPPOL BIS Supported Countries Based On (https://www.storecove.com/blog/en/peppol-countries/)

1. Italy

2. Romania

3. Spain

4. Australia

5. Austria

6. Belgium

7. Croatia – Yes (to receive)

8. Cyprus – Yes (to receive)

9. Denmark

10. Estonia

11. Finland

12. France

13. Germany

14. Iceland

15. Ireland – Yes (to receive)

16. Latvia – Yes (to receive)

17. Lithuania

18. Luxembourg

19. Malaysia

20. Malta

21. Netherlands

22. New Zealand

23. Norway

24. Poland – Yes (to receive)

25. Slovenia – Yes (to receive)

26. Sweden – Yes (to receive)

27. United Kingdom – Yes (only to NHS)

Screenshots Overview

Manage Invoices

Generate E-Invoice

E-Invoice XML

E-Invoice Required Custom Fields On Customers

E-Invoice Settings

E-Invoice Menu

DEMO Account

Installation:

1. Login to Perfex CRM
2. Goto Module > Installed Addons
3. Select upload.zip
4. Click “install” button to complete the installation.
5. Done & Enjoy.

Release Notes – Change Logs:

Version 1.1.0 18.07.2023

• Added Italy,Romania,Spain on supported List
• Fixed reported bugs and improved generation of XML based on client’s feedback

Version 1.0.0 09.07.2023

• Initial version

Work illustrations by Storyset