Perfex CRM Addon XML Toolkit With E-Invoice export for Perfex CRM v1.0.1

Download XML Toolkit With E-Invoice export for Perfex CRM CodeCanyon 49053979



XML Toolkit module for Perfex CRM allows you to Download, View and Export XML data.

The module is fully compliant with EU regulatory for E invoice and allows you to bulk export all your invoices.

Compliance: EU regulatory compliant for E-invoice, supporting bulk exports.

How It Works / Steps to Use the XML Toolkit​

Using the XML Toolkit with E-invoice Export for Perfex CRM is straightforward. Follow these simple steps to streamline your XML data management:

• Installation: Begin by uploading the XML Toolkit module file in the Perfex CRM ‘Modules’ section. Click on ‘Install’ to integrate it with your Perfex CRM system.
• Configuration: Once installed, navigate to the module’s settings. Configure the module according to your needs, including setting up any necessary API keys or preferences for E-invoicing.
• View and Manage Invoices: Access your invoices under the XML Toolkit module. Here, you can view all your invoices, and manage them as required.
• Export Invoices: Select the invoices you wish to export and export them in bulk or individually.
• Download and Send E-invoices: Download the exported XML files directly to your system. The module also allows you to automatically send E-invoice XML files via email to relevant parties.
• Permission Management: Manage staff permissions within the module to control who can view, export, or send E-invoices, ensuring data security and compliance.
• Support: If you encounter any issues or have questions, easily access support by opening a ticket through the module’s interface.

This XML Toolkit module is designed to be user-friendly and efficient, ensuring your invoicing and data management processes are streamlined and compliant with the latest regulations.

Supported Countries​

• All EU Countries (PEPPOL BIS Billing 3.0 and EN16931 Compliant)
• Romania (CIUS E-Factura Compliant)

The module is easy to install and requires no code changes, just upload the download file in Perfex CRM section and click install.


Installation: Simple upload and click-to-install process.



Settings: Customize settings easily to fit your needs.



Bulk Export: Efficiently export multiple invoices at once.



Invoice Management: Seamless management and export of individual invoices.

Fully manage the permission of staff to export XML.


Permissions: Comprehensive staff permission management for secure operations.

NOTE: This is not a standalone module, the module requires Perfex CRM application installed which can be purchased here.

FOR SUPPORT, open a support ticket and we will be happy to assist you.

IF YOU NEED SUPPORT FOR SAAS ACCOUNTS, AN Extended License is required.