Deposit Invoice and Sales Item Customization Module for Perfex CRM

Streamline your estimate invoicing process and customize item details with ease using our powerful invoicing module. With features designed to enhance efficiency and flexibility, managing your estimate to invoices has never been better.

Key Features:

• Deposit Invoice Workflow: Simplify the creation of deposit invoices and split payments effortlessly. Customize payment splits based on your needs and track them seamlessly within the system.
• Items Customization: Customize item details for proposals, estimates, invoices, delivery notes, and purchase orders. Enhance the clarity of your invoices by grouping items in the table and PDF, and rearrange them effortlessly using drag and drop functionality.
  • Add item title rows for major items such as proposals, estimates, invoices, delivery notes, and purchase orders.
  • Group items in the table and PDF to improve clarity and organization.
  • Rearrange item title rows effortlessly using drag and drop functionality.
• Client-Side Column Control: Take control of visible columns on the client side, allowing you to hide columns on the item table and PDF as needed. Customize your view to optimize your workflow and ensure a seamless integration with your brand.