Supports direct emailing, downloading as PDF, or printing from within the system interface. Technical Specifications Developer: Published by GreenTech_Solutions on marketplaces like CodeCanyon Compatibility: Designed for PHP versions 7.x through 8.x. File Composition:
The module is structured into a multi-section builder that manages every visual element of an invoice: Template Customization invoice-builder-module-for-perfex-crm-v1.0.0.zip
Version 1.0.0 introduces basic conditional logic. Users can set rules such as: “If the total amount exceeds $5,000, display a ‘Large Transaction’ approval note” or “If the client is tax-exempt, hide the tax summary row.” This dynamic behavior makes invoices context-aware, reducing confusion and follow-up emails. Supports direct emailing, downloading as PDF, or printing
Locate the newly installed "Invoice Builder" in your modules list and click Activate . A confirmation message should appear. Users can set rules such as: “If the
This module typically introduces a "Drag and Drop" or "Visual Editor" interface within the CRM, allowing administrators to customize the structure, design, and content of their invoices, estimates, and credit notes without writing code.