E-Invoicing – European Compliant Invoicing For Perfex CRM

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NOTE: This is not a standalone module, the module requires Perfex CRM application installed, this is a module for Perfex CRM.

Note: Please be aware that our E-Invoicing module is currently under development to support all European countries' XML standards. We appreciate your understanding as it is challenging to ensure a perfect match for every country's requirements. Your feedback is valuable in refining and enhancing the module to achieve full compatibility.

Note: Please understand that we do not provide documentation for locating the requisite information on EN 16931 Compliant Invoices, with CIUS – PEPPOL BIS, as the availability and methods of obtaining this information can vary significantly across different countries. This variation makes it challenging for us to offer such documentation.

Note: This module works only with Peppol Network Services and you can use it to send e-invoice only from Peppol.
Read more here: https://support.maventa.fi/en/support/solutions/articles/77000468460-how-to-send-invoices-to-peppol-network-

Introduction

E-Invoicing – European Compliant Invoicing For Perfex CRM is an innovative module designed to streamline and optimize the invoicing process within the European framework. With a strong focus on compliance and adherence to European e-invoicing standards, this module empowers businesses to generate and manage invoices efficiently, ensuring seamless transactions and regulatory compliance.

All Invoice exports are in XML.

Right now this module supports EN 16931 Compliant Invoices, with CIUS – PEPPOL BIS

CIUS – PEPPOL BIS Supported Countries Based On (https://www.storecove.com/blog/en/peppol-countries/)

  1. Italy

  2. Romania

  3. Spain

  4. Australia

  5. Austria

  6. Belgium

  7. Croatia – Yes (to receive)

  8. Cyprus – Yes (to receive)

  9. Denmark

  10. Estonia

  11. Finland

  12. France

  13. Germany

  14. Iceland

  15. Ireland – Yes (to receive)

  16. Latvia – Yes (to receive)

  17. Lithuania

  18. Luxembourg

  19. Malaysia

  20. Malta

  21. Netherlands

  22. New Zealand

  23. Norway

  24. Poland – Yes (to receive)

  25. Slovenia – Yes (to receive)

  26. Sweden – Yes (to receive)

  27. United Kingdom – Yes (only to NHS)

Screenshots Overview

Manage Invoices

E-Invoicing - European Compliant Invoicing For Perfex CRM - 1

Generate E-Invoice

E-Invoicing - European Compliant Invoicing For Perfex CRM - 2

E-Invoicing - European Compliant Invoicing For Perfex CRM - 3

E-Invoice XML

E-Invoicing - European Compliant Invoicing For Perfex CRM - 4

E-Invoice Required Custom Fields On Customers

E-Invoicing - European Compliant Invoicing For Perfex CRM - 5

E-Invoicing - European Compliant Invoicing For Perfex CRM - 6

E-Invoice Settings

E-Invoicing - European Compliant Invoicing For Perfex CRM - 7

E-Invoice Menu

E-Invoicing - European Compliant Invoicing For Perfex CRM - 8

DEMO Account

URLEmailPassword
https://lenzcreative.site/demo-crm/admin/authentication[email protected]lenzcreative123321

Installation:

  1. Login to Perfex CRM
  2. Goto Module > Installed Addons
  3. Select upload.zip
  4. Click “install” button to complete the installation.
  5. Done & Enjoy.

Release Notes – Change Logs:

Version 1.1.0 18.07.2023

  • Added Italy,Romania,Spain on supported List
  • Fixed reported bugs and improved generation of XML based on client's feedback

Version 1.0.0 09.07.2023

  • Initial version

Work illustrations by Storyset




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