XML Toolkit module for Perfex CRM allows you to Download, View and Export XML data.
The module is fully compliant with EU regulatory for E invoice and allows you to bulk export all your invoices.
Compliance: EU regulatory compliant for E-invoice, supporting bulk exports.
How It Works / Steps to Use the XML Toolkit
Using the XML Toolkit with E-invoice Export for Perfex CRM is straightforward. Follow these simple steps to streamline your XML data management:
- Installation: Begin by uploading the XML Toolkit module file in the Perfex CRM ‘Modules’ section. Click on ‘Install’ to integrate it with your Perfex CRM system.
- Configuration: Once installed, navigate to the module’s settings. Configure the module according to your needs, including setting up any necessary API keys or preferences for E-invoicing.
- View and Manage Invoices: Access your invoices under the XML Toolkit module. Here, you can view all your invoices, and manage them as required.
- Export Invoices: Select the invoices you wish to export and export them in bulk or individually.
- Download and Send E-invoices: Download the exported XML files directly to your system. The module also allows you to automatically send E-invoice XML files via email to relevant parties.
- Permission Management: Manage staff permissions within the module to control who can view, export, or send E-invoices, ensuring data security and compliance.
- Support: If you encounter any issues or have questions, easily access support by opening a ticket through the module’s interface.
This XML Toolkit module is designed to be user-friendly and efficient, ensuring your invoicing and data management processes are streamlined and compliant with the latest regulations.
