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Quick Start — FBR Integration
Pakistan FBR Digital Invoicing integration for Perfex CRM (sandbox and production APIs).
5-minute Quick Start
Follow this short path the first time you use FBR Integration:
- Activate — Setup → Modules → activate FBR Integration (run Upgrade if prompted).
- Permissions — Setup → Staff → Roles → enable view/create/edit (and approve/settings if needed) for this module.
- Settings — Open FBR Integration → 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.
Setup & usage notes from README
Setup
- Activate module: Setup → Modules → FBR Integration
- Open Setup → Settings → Integrations → FBR Integration
- Configure auto-submit, field mapping, retry, webhooks, and REST API
- Open FBR Integration → API settings
- Set mode, environment, seller NTN, API key (and optional custom URLs)
- Click Test connection
- Start in Simulation, then switch to Live
Cron (required for retries & webhooks)
Ensure Perfex CRM cron runs on schedule. Failed live submissions retry when Retry failed FBR submissions is enabled. Webhook delivery also runs on cron.
Related: How to Install · Features · FAQ & Tips