Sales

• Subscriptions

  From version 2.0.0 in Perfex CRM, there is a new major feature added that will help you to bill your customers in a more faster way based on subscription bil...

• Add Items/Products

  Items is Perfex CRM feature that will allow you to create predefined items which will speed up the process when creating new invoices/estimates/proposals. Create new item...

• Currencies

  Create new currency To add new currency go to Setup -> Finance -...

• Payment Modes

  To add new payment mode go to Setup->Finance->Payment Modes and click on the top left button New Payment Mode Payment Mode Name – Eq. Bank ...

• Recurring Invoice

  Settings Navigate to Settings Menu -> Settings -> Cron Job...

• Send Invoice to Email

  Perfex have the option to send this invoice to a customer which is related.  Also, the PDF invoice will be attached to the email. If you want to do not attach the PDF invoice simple uncheck the checkbox Attach Invoice PDF...