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-

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)

XML Validated As UBL Format

Try here XML validation as UBL Formt, which you can use to declare it via Peppol Access Points.Read More About What Is UBL Invoice
Test Here The XML File

Manage Invoices

Generate E-Invoice

E-Invoice XML

E-Invoice Required Custom Fields On Customers

E-Invoice Settings

E-Invoice Menu

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

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.

Version 1.1.0 18.07.2023

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

Version 1.0.0 09.07.2023

Initial version