Build invoices graphically using custom rows, columns, and content grids.
: Use pre-built blocks to assemble complex invoices in seconds rather than minutes. Key Features of v1.0.0
: Easily upload high-resolution logos, set brand-specific hex color codes, and choose modern typography.
: See exactly how your invoices will look to clients (both in-browser and as PDFs) as you design them.
Automatically generate and send partial invoices based on project completion percentages rather than manual entry.
Managing business finances requires precision, speed, and professionalism. Perfex CRM is a premier customer relationship management system for freelancers and agencies. However, the default invoicing system sometimes lacks the deep visual customization that growing brands need.
The Invoice Builder Module replaces the default PDF engine with a visual builder. It allows you to construct your invoice layout using pre-defined "elements"—headers, tables, totals, text blocks, and images—dragging them into place exactly where you want them. For v1.0.0, this is a massive paradigm shift from "code-editing" to "visual designing."
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: