Based on this review, we recommend the following:
This is a killer feature in v100. Drag the "Digital Signature" element to the footer. Your clients can now sign invoices directly via the client portal before paying. invoicebuildermoduleforperfexcrmv100zip
: The module allowed her to save various designs. She created a "Minimalist" look for quick service fees and a "Grand Proposal" style for major long-term contracts. Time Reclaimed Based on this review, we recommend the following:
The v100 bundle includes 5 pre-designed invoice templates: Based on this review
Don't forget to add Custom Fields to your invoices to capture industry-specific data like "VAT Number" or "Project Code".
The Invoice Builder Module for Perfex CRM offers several benefits: