Features (Full Detail) — e-Invoice
Current version: v1.0.0
Default module for e-Invoice
This page explains module capabilities in depth so new users understand what each feature does, why it matters, and how to use it inside Perfex CRM.
Feature catalog (explained)
Every major capability below is explained in plain language — what it is, why it helps, and how to use it.
1. Template editor with CodeMirror (XML/JSON syntax highlighting, linting)
In plain words: Template editor with CodeMirror (XML/JSON syntax highlighting, linting)
Why it matters: This supports compliance, audit readiness, and on-time operations so nothing important is missed.
How to use it: Open e-Invoice in the admin sidebar, then use the related menu screen for this capability.
2. Default templates for invoices and credit notes (Setup → Settings → e-Invoice)
In plain words: Default templates for invoices and credit notes (Setup → Settings → e-Invoice)
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Configure under e-Invoice → Settings, and assign staff access from Setup → Staff → Roles.
3. View / download e-invoice from invoice and credit note screens
In plain words: View / download e-invoice from invoice and credit note screens
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open e-Invoice in the admin sidebar, then use the related menu screen for this capability.
4. Optional email attachment when sending invoices / credit notes
In plain words: Optional email attachment when sending invoices / credit notes
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Open e-Invoice in the admin sidebar, then use the related menu screen for this capability.
5. Bulk export (ZIP) with formatted document numbers as filenames
In plain words: Bulk export (ZIP) with formatted document numbers as filenames
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open the list screen for this data, use Import / Export / PDF buttons (or the bulk actions menu), follow the template columns, then verify a few rows after upload.
6. Single download filenames use the formatted sales number (same as bulk export)
In plain words: Single download filenames use the formatted sales number (same as bulk export)
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open the list screen for this data, use Import / Export / PDF buttons (or the bulk actions menu), follow the template columns, then verify a few rows after upload.
Features & workflows from documentation
Features
- Template editor with CodeMirror (XML/JSON syntax highlighting, linting)
- Default templates for invoices and credit notes (Setup → Settings → e-Invoice)
- View / download e-invoice from invoice and credit note screens
- Optional email attachment when sending invoices / credit notes
- Bulk export (ZIP) with formatted document numbers as filenames
- Single download filenames use the formatted sales number (same as bulk export)
Permissions
Assign einvoice_module capabilities (including bulk_export) under Setup → Staff → Roles.
Related: Quick Start · How to Install · FAQ & Tips · Version & Changelog