While Perfex CRM includes a robust invoicing system by default, it does not have a native e-invoicing feature built into its core software. Instead, you must purchase and install a third-party module to enable e-invoicing functionality. 

The most prominent e-invoicing modules for Perfex CRM are available on the CodeCanyon marketplace. These are built by independent developers and are designed for specific regional regulations. 

European compliant invoicing module

• Module name: European Compliant Invoicing For Perfex CRM.
• Developer: Techy4m (also the developer of the XML toolkit).
• Target region: Designed for businesses operating in Europe to comply with standards like EN 16931 and PEPPOL BIS Billing 3.0.
• File format: Exports all invoices in XML format.
• Functionality: This module allows you to generate and manage invoices that meet EU e-invoicing standards for seamless, regulated transactions. 

XML toolkit with e-invoice export

• Module name: XML Toolkit with E-Invoice export for Perfex CRM.
• Developer: Techy4m.
• Functionality: This module facilitates compliance with e-invoicing regulations by enabling the export of financial data in XML format. It offers bulk export and automation for generating XML files for invoices.
• Key features:
  • Supports multiple e-invoice schemes, including EU standards.
  • Allows for bulk or individual invoice exports.
  • Includes settings for configuring API keys and managing permissions for staff. 

myDATA AADE connector module

• Module name: myDATA AADE connector module.
• Target region: Specifically for businesses in Greece to connect with the myDATA platform of the Independent Authority for Public Revenue (AADE).
• Availability: This module is listed on the official Perfex CRM website. 

How to add an e-invoicing module

1. Purchase the module: Buy the module that fits your regional e-invoicing requirements from a marketplace like CodeCanyon.
2. Install the module:
   • Log in to your Perfex CRM admin area.
   • Go to Setup > Modules and click on Installed Addons.
   • Upload the zipped module file.
   • Click the Install button to complete the installation.
3. Configure the settings: After installation, navigate to the module’s settings to configure your preferences and API keys.
4. Generate e-invoices: Use the module’s interface to export your invoices in the required electronic format. This can often be done individually or in bulk