E-Invoicing – European Compliant Invoicing For Perfex CRM

Other Perfex Modules

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

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

Work illustrations by Storyset