Invoice-builder-module-for-perfex-crm-v1.0.0.zip - [2021]

To develop a new feature for the Invoice Builder module for Perfex CRM v1.0.0, you can leverage the system's modular architecture, which is built on the CodeIgniter PHP framework. Below are three actionable feature ideas and the technical steps to implement them. Feature 1: Advanced QR Code Integration

Q: Can my clients edit the invoice design from the client portal?
A: No. Version 1.0.0 only allows admin/staff access. Client portal shows the final PDF only. invoice-builder-module-for-perfex-crm-v1.0.0.zip

Product Overview: Invoice Builder Module for Perfex CRM (v1.0.0)

File Name: invoice-builder-module-for-perfex-crm-v1.0.0.zip Type: Add-on / Module Platform: Perfex CRM Version: 1.0.0 (Initial Release) To develop a new feature for the Invoice

The Invoice Builder Module for Perfex CRM (v1.0.0) introduces a drag-and-drop, no-code editor that replaces default PDF layouts, enabling fully customized, brand-aligned invoices. This module improves efficiency and professionalism by allowing users to easily customize branding, rearrange design elements, and save multiple layout templates directly within the Perfex environment. Learn more about the Invoice Builder Module v1.0.0. Go to Invoice Builder → Settings

Step 3: Post-Installation Configuration

  1. Go to Invoice Builder → Settings.
  2. Default Template: Choose "Modern v1.0" as the base.
  3. Paper Size: Set to A4 or Letter (based on your region).
  4. Save Changes.

Visual Template Design: The most prominent feature is a visual editor that allows users to construct invoice layouts using modular components. Elements such as company logos, client details, line-item tables, tax summaries, payment terms, and custom notes can be positioned, styled, and formatted without writing a single line of code. This democratizes invoice design, enabling non-technical staff to produce professional documents.