XML Toolkit With E-Invoice export for Perfex CRM.
- Uploaded : 17th April 2024
- Views : 179
XML Toolkit module for Perfex CRM allows you to Download, View and Export XML data.
The module is fully compliant with EU regulatory for E invoice and allows you to bulk export all your invoices.
Compliance: EU regulatory compliant for E-invoice, supporting bulk exports. How It Works / Steps to Use the XML Toolkit
Using the XML Toolkit with E-invoice Export for Perfex CRM is straightforward. Follow these simple steps to streamline your XML data management:
This XML Toolkit module is designed to be user-friendly and efficient, ensuring your invoicing and data management processes are streamlined and compliant with the latest regulations. Supported Countries
The module is easy to install and requires no code changes, just upload the download file in Perfex CRM section and click install.
Installation: Simple upload and click-to-install process.
Settings: Customize settings easily to fit your needs.
Bulk Export: Efficiently export multiple invoices at once.
Invoice Management: Seamless management and export of individual invoices.
Fully manage the permission of staff to export XML.
Permissions: Comprehensive staff permission management for secure operations.
NOTE: This is not a standalone module, the module requires Perfex CRM application installed which can be purchased here.
FOR SUPPORT, open a support ticket and we will be happy to assist you.
IF YOU NEED SUPPORT FOR SAAS ACCOUNTS, AN Extended License is required. Change Log
1.0.1: Added feature to automatically send E-invoice XML in emails. View More
Click To View All
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