XML Toolkit with E-invoice Export for Perfex CRM

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:

• Installation: Begin by uploading the XML Toolkit module file in the Perfex CRM ‘Modules’ section. Click on ‘Install’ to integrate it with your Perfex CRM system.
• Configuration: Once installed, navigate to the module’s settings. Configure the module according to your needs, including setting up any necessary API keys or preferences for E-invoicing.
• View and Manage Invoices: Access your invoices under the XML Toolkit module. Here, you can view all your invoices, and manage them as required.
• Export Invoices: Select the invoices you wish to export and export them in bulk or individually.
• Download and Send E-invoices: Download the exported XML files directly to your system. The module also allows you to automatically send E-invoice XML files via email to relevant parties.
• Permission Management: Manage staff permissions within the module to control who can view, export, or send E-invoices, ensuring data security and compliance.
• Support: If you encounter any issues or have questions, easily access support by opening a ticket through the module’s interface.

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

• All EU Countries (PEPPOL BIS Billing 3.0 and EN16931 Compliant)
• Romania (CIUS E-Factura Compliant)

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