XML Toolkit With E-Invoice export for Perfex CRM.

Streamline Your Billing with the XML Toolkit With E-Invoice Export for Perfex CRM

Are you spending too much time manually creating and exporting invoices for compliance? The XML Toolkit With E-Invoice export for Perfex CRM is the definitive solution to automate your entire digital invoicing workflow. This powerful module transforms your Perfex CRM into a fully compliant, B2B e-invoicing powerhouse.

Stop wrestling with complex XML formats and government regulations. With this toolkit, you can generate standardized, machine-readable invoices in seconds. This not only saves you countless hours but also ensures you meet strict B2B and B2G invoicing requirements across Europe and beyond.

Core Features of the XML Toolkit

This module is packed with features designed for efficiency and compliance. It seamlessly integrates into your existing Perfex CRM setup, enhancing its capabilities without disrupting your workflow. Here’s what you get:

• Automated E-Invoice Generation: Effortlessly create and export invoices in standard XML formats like UBL 2.1 and PEPPOL BIS Billing 3.0.
• Seamless Perfex CRM Integration: The toolkit feels like a native part of Perfex. Generate XML files directly from your invoice list or invoice preview page.
• Batch Export Functionality: Save massive amounts of time by selecting and exporting multiple invoices into a single, organized ZIP file.
• Global Compliance Ready: Stay compliant with international e-invoicing standards, crucial for B2B and B2G transactions in the EU and other regions.
• Customizable XML Templates: While providing standard formats, the module offers flexibility to adapt to specific national or industry requirements.
• User-Friendly Interface: No complex configuration needed. The interface is intuitive, allowing you to generate XML files with just a few clicks.
• Detailed Logging & Validation: Keep track of all XML generation activities and ensure your files are valid before sending them.

A Deeper Look at the Game-Changing Features

Let’s explore the three most impactful features that make this XML toolkit an essential module for any serious business using Perfex CRM.

Automated & Compliant E-Invoice Generation

The heart of this module is its ability to automate the creation of globally recognized e-invoices. Manually creating XML files is tedious and prone to errors that can lead to rejected payments and compliance issues. This toolkit eliminates that risk entirely.

It supports critical standards out-of-the-box:

• UBL 2.1: The Universal Business Language is a cornerstone of digital invoicing, providing a universal XML format for business documents.
• PEPPOL BIS Billing 3.0: Essential for public procurement and B2B transactions within the European Union, the PEPPOL network ensures interoperability and secure document exchange.

By automating this process, you ensure every invoice is perfectly formatted, validated, and ready for digital submission to government portals or business partners.

Perfect Integration with Your Perfex CRM Workflow

A tool is only useful if it fits into your existing process. The XML Toolkit was built specifically for Perfex CRM, ensuring a flawless and native experience. You won’t feel like you’re using a third-party add-on.

You can generate an XML file directly from two convenient locations:

1. The Invoice List View: Quickly export an XML file for any invoice without even opening it.
2. The Invoice Preview Page: After reviewing an invoice’s details, generate the corresponding XML file with a single click.

This deep integration means no duplicate data entry and no complicated steps. It respects your existing workflow and simply adds a powerful new capability right where you need it.

Powerful Batch Processing for Maximum Efficiency

Imagine it’s the end of the month, and you have dozens or even hundreds of invoices to process for electronic submission. Doing this one-by-one is a recipe for frustration. The batch export feature is your solution.

Simply navigate to your invoice list, select all the invoices you need to export, and choose the bulk action to generate XML files. The module will process them all and provide you with a single, neatly organized ZIP archive. Each XML file within is named after its corresponding invoice number for easy identification.

This feature alone can transform hours of tedious work into a task that takes just a few minutes.

Who is the XML Toolkit For?

This module is a must-have for a wide range of businesses and professionals who rely on Perfex CRM for their operations. If you fall into any of these categories, you will see an immediate return on your investment.

• B2B Service Providers & Agencies: If you transact with other businesses, especially in the EU, standardized e-invoicing is fast becoming a mandatory requirement.
• Government Contractors & Public Sector Suppliers: The PEPPOL network is often a prerequisite for doing business with public entities. This module makes compliance simple.
• Italian Businesses: With mandatory FatturaPA e-invoicing, this toolkit provides the necessary XML generation capabilities to stay compliant with the SdI system.
• Accounting & Bookkeeping Firms: Manage invoicing for multiple clients within Perfex CRM and streamline the process of generating compliant electronic documents for each one.
• Any Business Seeking Automation: If your goal is to reduce manual administrative tasks, improve accuracy, and speed up your payment cycles, this e-invoicing solution is a critical step forward.

Why Choose Our GPL-Licensed Version?

Get the exact same powerful tool with more freedom and at a fraction of the cost. We believe in making premium software accessible to everyone. Here’s why downloading from us is the smart choice.

• Unbeatable Value: The official license can cost many times more for use on a single site. Our price gives you access to the same premium features for a significantly lower investment.
• Freedom and Flexibility: Under the GPL, you are free to use this module on as many of your own or your clients’ Perfex CRM installations as you wish. No more buying a license for every new project.
• Safe, Secure, and Original Code: We provide the original, untouched code as released by the developer. It is 100% free from malware, ads, or any malicious scripts. Your CRM’s security is guaranteed.
• Focus on What Matters: By saving on licensing costs, you can allocate your budget to other critical areas of your business, all while enjoying the full functionality of this essential Perfex module.

Frequently Asked Questions (FAQ)

Is this module compatible with the latest version of Perfex CRM?

Yes. The XML Toolkit is developed to be compatible with the latest stable versions of Perfex CRM. We ensure our repository is updated regularly, so you can be confident that the module will work with your up-to-date CRM installation.

Which specific e-invoicing standards does the XML Toolkit support?

The module is built to support the most widely used international standards for electronic invoicing. It primarily focuses on generating XML files compliant with UBL 2.1 and PEPPOL BIS Billing 3.0, which cover the vast majority of B2B and B2G requirements in Europe and beyond.

Will I receive updates for the XML Toolkit With E-Invoice export for Perfex CRM?

Absolutely. When you purchase from us, you get access to future updates for a full year. As the original developer releases new versions with added features or compatibility fixes, we make them available for you to download from your account dashboard.

Can I customize the XML output for my country’s specific requirements?

The module is designed to be flexible. While it produces standard UBL and PEPPOL formats, the underlying code is open (thanks to the GPL), allowing a developer to make specific customizations to the XML templates if your country has unique fields or structural requirements.

Is the code in this module safe to install on my Perfex CRM instance?

Yes, it is 100% safe. We distribute the exact same files that are sold on the official marketplace. The code is original, verified, and free of any modifications, malware, or backdoors. You are getting the genuine product, simply licensed under the GPL.

Why is this version so affordable compared to the official CodeCanyon price?

Our business model is based on the General Public License (GPL). When developers create themes or modules for open-source platforms like Perfex CRM, their work often falls under the GPL. This license allows for the redistribution of the software. We purchase the item and, exercising our rights under the GPL, offer it to you at a much lower price, without the costly premium support bundled in.

Does this module handle credit notes or just invoices?

The primary function of this module is focused on generating XML for standard invoices. Support for credit notes or other document types may vary by version. We recommend checking the specific features listed for the latest version available for download to confirm its full range of capabilities.