Click on the "Client Info" block. Map it to client.custom_field_1 (e.g., "VAT Number"). This pulls data directly from your CRM.
This keeps invoices clean for small transactions while adding legal footers for large ones. invoicebuildermoduleforperfexcrmv100zip
Standard Perfex CRM invoicing utilizes the TCPDF library for PDF generation, which typically requires manual PHP editing for layout changes. This builder module streamlines that process, offering a more intuitive way to manage professional billing and automated reminders without deep technical modification. Invoice Builder Module for Perfex CRM | PDF - Scribd Click on the "Client Info" block
for your staff on how to use the new builder. invoicebuildermoduleforperfexcrmv100zip
Easily pull custom fields from your Perfex CRM database. For example: