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e-Invoice — Quick Start Guide

Default module for e-Invoice

Follow this short path the first time you use e-Invoice:

Activate — Setup → Modules → activate e-Invoice (run Upgrade if prompted).
Permissions — Setup → Staff → Roles → enable view/create/edit (and approve/settings if needed) for this module.
Settings — Open e-Invoice → Settings and save company defaults, prefixes, and integrations.
Master data — Create the first required masters (products, warehouses, templates, channels, accounts, routes, etc.).
First transaction — Create one sample record end-to-end (save → submit/approve → complete) and confirm it appears in lists/reports.
Cron — If the module uses alerts, sync, queues, or AI, confirm Perfex CRM cron is scheduled on the server.

cd modules/einvoice
npm install

e-Invoice — Overview & How to Use

Module: e-Invoice v1.0.0What is e-Invoice?Default module for e-InvoiceThis module installs into modu...
e-Invoice — How to Install

← Back to e-Invoice overviewHow to Install — e-InvoiceModule folder: modules/einvoice/ Versio...
e-Invoice — Features (Full Detail)

← Back to e-Invoice overviewFeatures (Full Detail) — e-InvoiceCurrent version: v1.0.0Default module ...
e-Invoice — FAQ & Tips

← Back to e-Invoice overviewFAQ & Tips — e-InvoiceTips for successAlways configure Settings befo...
e-Invoice — Version & Changelog

← Back to e-Invoice overviewVersion & Changelog — e-InvoiceModule namee-InvoiceModule slugeinvoi...