Note: This is a module for Perfex CRM. Not a standalone script.

Demo Link

This module aims to make your work easier by providing extra settings for Perfex CRM.

Settings you can find in this module :

Contract

• You can activate your contract signature as a merge field. This way, you can use your customer’s signature in more than one place on the contract.

Invoice

• By activating multi-currency on the invoice, you can invoice your customers in different currencies.
• You can activate the number of days for overdue invoices in the list. In this way, it becomes easier to track how many days have passed since the due date.
• You can activate the amount to be paid in the list. In this way, you can easily track the remaining balance in partial payments.

Proposal

• By activating multi-currency on the proposal, you can proposal your customers in different currencies.

Estimate

• By activating multi-currency on the estimate, you can estimate your customers in different currencies.

Expenses

• By activating multi-currency on the expense, you can expense in different currencies.
• You can activate the total tax amount in the list. In this way, you can easily track the total tax amount.
• You can activate the total amount without tax in the list. In this way, you can easily track the total net amount.

General

• Enable redirect of phone numbers to web.whatsapp.com. In this way you can easily contact your customers via web WhatsApp

Demo Link

Username : [email protected]

Password : 1234

Change Logs

Version 1.0.2 / 2024-05-13

- Added column order setting for new fields added to tables.