The estimate request feature is added in Perfex CRM version 2.8.0 and it’s used to create forms that your customers or potential customers can use to request an estimation of cost for serv...

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...

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...

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

You can easely convert the estimate to invoice from the admin area. Open the estimate you want to convert and on the right side click Convert to Invoice ...

To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Create Estimate ...

Merging invoices is feature in Perfex CRM that allows you to merge/include already created invoices into 1 invoice by passing all the invoice info to new invoice. This feature is used if your customer have other unpaid invoices but you need t...

You can send invoice overdue notice manually or automatically with cron job. Sending with cron job To setup automatically overdue notice go to Setup -> Settings -> Cron Job -&gt...

While viewing the invoice from the admin area click on the + Payment button to record a new invoice payment, after you click on the button new view will be shown including the record payme...

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...

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

You can send expiration reminders to the lead/customer that this proposal is assigned, email will be sent to the proposal email added while you created/edited the proposal. ...

We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown. You can include the proposal link inside the email template and let your cus...

To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown ...

Create a proposal From the main menu navigate to Sales->Proposals and on the top left side click the ...

General Customer Report Customer report can be generated from the Reports...

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

Create new tax Perfex CRM gives you the ability to add unlimited tax rates on your invoices/estimates/proposals etc.....

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 ...

If you are using total to words in your transactions you need to add the currency words manually into the translation. Perfex comes with 2 predefined currency names who are already added into the converter. If you added your own currency yo...