FAQ & Tips — e-Invoice
Tips for success
- Always configure Settings before creating live transactions.
- Create master data (items, warehouses, templates, channels, accounts) first — most modules block incomplete records.
- Use a test/sample record before going live with real customers or production stock.
- Separate roles: operators create/edit; managers approve; finance/reporting get view/export only.
- After any module upgrade, reopen Settings and confirm new options have sensible defaults.
- If overnight jobs fail, verify Perfex CRM cron and check the module log / failed queue screen.
Common questions (FAQ)
Where do I find the module after activation?
In the admin sidebar look for e-Invoice. If missing, your role may lack view permission — fix under Setup → Staff → Roles.
Do I need to edit core Perfex CRM files?
No. Keep all custom code under modules/einvoice/. Activate/deactivate from Setup → Modules.
What happens if I uninstall?
Deactivate keeps data. Uninstall usually removes module tables/options (see the Install article). Core customers, invoices, and items are not deleted by well-built modules.
Why can't my staff see a screen?
Almost always a permissions issue. Give the role at least view on that feature, then ask the user to log out and back in.
Reports/export buttons do nothing
Confirm the role has export (or view reports) permission, and that filters return at least one row. Try PDF/CSV from a wider date range.
FAQ from module documentation
Troubleshooting
If the template editor fails to load:
- Confirm
modules/einvoice/assets/builds/codemirror.jsexists - Rebuild the Mix bundle (commands above)
- Check the browser console for JS errors
Recommended learning path
- Read How to Install and activate the module.
- Skim Features so you know what screens exist.
- Complete the Quick Start checklist on this page (Settings → masters → first sample record).
- Open each screen guide under Screen-by-screen guides when you need step-by-step help.
- Check Version & Changelog after upgrades for new options.
Tip: Train one admin first, then create a limited role for operators so they only see the screens they need.
Related: Quick Start · Features