: Ensuring compliance with financial regulations and maintaining data security are paramount. The module is designed to adhere to standard financial regulations and employs robust security measures to protect sensitive data.
Arrange total breakdowns, tax information, and notes. Footer Section: Customize footer information. 2. Deep Branding Control
Easily add custom fields directly to the invoice layout. invoicebuildermoduleforperfexcrmv100zip top
| Feature | Description | |---------|-------------| | | WYSIWYG or HTML/CSS editor for invoice layout | | Live preview | See changes before sending to client | | Custom fields | Add PO numbers, project codes, custom messages | | Automatic PDF generation | Uses Perfex’s existing PDF engine | | Tax profiles | Multiple tax rules (e.g., VAT 0%, 5%, 20%) | | Logo & signature management | Separate from company settings | | Multi‑language support | Invoice terms in client’s language | | Bulk actions | Generate invoices for multiple subscriptions at once |
The module enables real-time adjustments to your billing visuals. Upload variable high-resolution corporate logos. Modify primary, secondary, and typography color schemas. Footer Section: Customize footer information
Customize row colors, fonts, alignment, and column orders.
Save multiple invoice templates (e.g., “Standard,” “Pro Forma,” “Recurring”) and assign them to different clients or billing cycles. | Feature | Description | |---------|-------------| | |
Drag-and-drop tools to create unique layouts that reflect your brand identity.