Word: This can be a module for Perfex CRM
Deposit (cut up) Invoicing and Gross sales Merchandise Customization
Streamline your estimate invoicing course of and customise merchandise particulars with ease utilizing our highly effective invoicing module. With options designed to reinforce effectivity and adaptability, managing your estimate to invoices has by no means been higher.
Key Options:
- Deposit Bill Workflow: Simplify the creation of deposit invoices and cut up funds effortlessly. Customise cost splits based mostly in your wants and observe them seamlessly inside the system.
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Gadgets Customization: Customise merchandise particulars for proposals, estimates, invoices, supply notes, and buy orders. Improve the readability of your invoices by grouping objects within the desk and PDF, and rearrange them effortlessly utilizing drag and drop performance.
- Add merchandise title rows for main objects resembling proposals, estimates, invoices, supply notes, and buy orders.
- Group objects within the desk and PDF to enhance readability and group.
- Rearrange merchandise title rows effortlessly utilizing drag and drop performance.
- Customise PDF by setting a background picture
- Consumer-Facet Column Management: Take management of seen columns on the shopper facet, permitting you to cover columns on the merchandise desk and PDF as wanted. Customise your view to optimize your workflow and guarantee a seamless integration together with your model.
- Limit Bill Updates: You may stop updates on invoices with particular preselected statuses. This characteristic is very helpful in jurisdictions that prohibit modifying invoices below sure situations. As an illustration, in Germany, updating a paid bill might not be permitted.
Expertise enhanced estimate invoicing and merchandise customization with our module. Simplify your workflow, streamline your processes, and elevate your invoicing expertise right this moment.
Questions/Assist
- Perfex from model 3.1.* to newest model is required.
- We offer documentation overlaying set up and utilization.
- We reply to your questions as quick as potential inside few hours however can typically be as much as few days.
- We dont present refund for the extension after buy, so affirm and make full check earlier than buy.
- Any customized work together with setup, set up and extension (which may require expert hours) should not
free. You may rent us for this.
Documentation
Demo
View a demo of the Supply Word Module in motion here.
E mail: customer@customer.com
Password: password
Change Log:
v1.0.6 – 21 Oct 2024
- Repair merchandise titles not copying with proposal.
v1.0.5b – 24 Sept 2024
- Add limit bill removing by standing
- Forestall filling of replace restricted invoices
v1.0.5 – 22 Sept 2024
- Add possibility to limit bill replace by standing. i.e can disable updating paid invoices or invoices with different standing
Patch replace – 15 Might 2024
- Repair objects title not saving when creating for the primary time
- Repair proposal changing difficulty
Model 1.0.4 – 16 April 2024
- Add cost strategies possibility for deposit bill
- Repair deposit invoices generated with out cost strategies
Model 1.0.3 – 18 March 2024
- Added PDF background picture possibility
Model 1.0.2 – 16 March 2024
- Add deposit bill hidden fields possibility in settings
- Repair date points on cut up bill
Model 1.0.1 – 14 March 2024
- Model 1.0 (Preliminary Launch)
