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XML Toolkit with E-Bill Export for Perfex CRM

This module facilitates compliance with e-invoicing rules by enabling the export of monetary knowledge in XML format. It affords performance for bulk export, automates the technology of XML information for invoices, and integrates seamlessly into current workflows. Options embrace settings configuration, e mail attachment of XML information, permissions administration, and assist for a number of e-invoice schemes. Designed for straightforward integration into administrative panels, the module enhances monetary knowledge dealing with whereas making certain regulatory compliance.

XML Perfex Screenshot

PEPPOL Example

Key Options

  • Compliance: Absolutely compliant with EU E-invoice rules, together with bulk export capabilities.
  • Supported Requirements: EN 16931, PEPPOL BIS Billing 3.0, and country-specific schemes.
  • Straightforward Set up: A easy upload-and-install course of with no code modifications required.
  • Consumer-Pleasant: Intuitive interface for seamless administration of invoices and XML knowledge.
  • Permission Administration: Management workers entry to viewing, exporting, and sending invoices.

Supported Nations

The module comes pre-configured for the next international locations:

  • Romania
  • Spain
  • Italy
  • Germany (X-Rechnung 3)
  • All EU international locations compliant with EN 16931 and PEPPOL BIS Billing 3.0

The best way to Use the XML Toolkit

Comply with these steps to streamline your XML knowledge administration with the XML Toolkit module:

  1. Set up: Add the XML Toolkit module file within the Perfex CRM “Modules” part and click on “Set up” to combine it together with your system.
  2. Configuration: After set up, navigate to the module settings. Configure it in line with your wants, together with API keys and preferences for E-invoicing.
  3. View and Handle Invoices: Entry the XML Toolkit module to view and handle your invoices.
  4. Export Invoices: Choose invoices for export, both individually or in bulk.
  5. Obtain and Ship E-Invoices: Obtain XML information instantly or ship them by way of e mail to related events.
  6. Permission Administration: Outline workers permissions to regulate entry and guarantee safe knowledge dealing with.
  7. Help: For help, open a assist ticket by the module interface.

Module Installation

Further Options

Settings Customization

Simply regulate settings to fit your group’s particular wants.

Settings Customization

Bulk Export

Export a number of invoices without delay, saving effort and time.

Bulk Export

Bill Administration

Effectively handle and export particular person invoices.

Invoice Management

Permissions

Complete workers permission controls guarantee safe operations.

Permissions

Vital Notes

  • V1.1.6: Add vendor contact configuration for Spain e-invoices
  • V1.1.5: Improves Spain Facturae EInvoice Tax Code and Launched Financial institution and Public Administration Fields
  • V1.1.4: Improves Spain Facturae EInvoice Tax and identification of people
  • V1.1.3: Repair XML export dropdown and Take away InstructionNote from GermanXRechnung
  • This module requires the Perfex CRM ( no less than v3.2.0) utility, which could be bought here.
  • For SaaS accounts, an Prolonged License is required.

For assist, open a support ticket, and our workforce can be comfortable to help you.

Change Log

  • v1.1.2: Add sale agent assist and purchaser reference to XRechnung E-Bill
  • v1.1.1: Added German X-Rechnung assist and improved bill quantity dealing with for Romania.
  • v1.1.0: Refactored XML export module to assist a number of schemes (Romania, Spain, Italy, PEPPOL).
  • v1.0.1: Launched automated sending of E-invoice XML information by way of e mail. View More


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