Perfect Invoice
An easy to use invoicing system,
that is working with many price levels, currencies,
shipping systems, vouchers,
customizable document templates, etc.
eInvoice, upload/download XML, PDF, ZIP, eToken
perfectinvoice
The Perfect Invoice can function independently or as an integrated module within Perfect CRM. The Perfect CRM license incorporates the Perfect Invoice functionality.
- The system generates the customer invoices based on the customer's fiscal residence using the appropriate taxation.
- The product price is calculated considering your customer's price level and the currency. If you set the shipping module, you can calculate instantly the shipping cost of your products.
- You can add or not to the customer invoice the shipping cost or a voucher value. You can set the payment method, the payment terms, and if an invoice is paid or not.
- You can add or not to the invoice the shipping cost or a voucher value. You can set the payment method, the payment terms, and if an invoice is paid or not.
invoicing system
system settings
Accounts are Companies or Persons with all the needed information filled (names, address, email, company name, bank accounts, industry field, etc).
You can use the system payment methods, vouchers or the shipping cost that is calculated automatically.
documents
You can generate automatically Invoices from Withdrawal Documents,
from the transfer of the Shop Finalized Orders or from the transfer of the CRM Quotations.
You can customize the Templates of Invoices or Receipts as you like.
eInvoice
Perfect Invoice is a fully integrated application with the capability to produce XML and PDF files. It communicates with fiscal authorities' servers and efficiently imports all necessary documents.
The system effortlessly imports and interprets archived ZIP files, automatically generating Supplier Invoices and providing views of the archived XML files.
A Messages List is generated each time the system is accessed, displaying information on your own XML invoice upload errors, sent invoices, and received invoices from the last 60 days.
The newly imported Supplier Invoice initially has a temporary status until the new items generated are validated.
The system facilitates the quick generation of a virtual token, essential for all transactions such as uploading and downloading XML/ZIP files.
crm, inventory, online shop
Perfect Invoice seamlessly integrates with Perfect CRM, Perfect Inventory, and Perfect Shop applications.
The Perfect Invoice application is included in the Perfect CRM license but can also function as a standalone application.
Utilizing the CRM Products set in the Catalog, CRM Accounts set in Contacts, and various shared modules such as transportation systems, countries, and states, Perfect Invoice streamlines its operations.
Perfect Invoice can be used in conjunction with Perfect Inventory to transfer entry or withdrawal documents between the applications.
Furthermore, Perfect Invoice is connected with Perfect Shop, facilitating the generation and management of Shop Invoices.
catalog
settings
Set products' weights, lengths, text attributes (like colors, white, red, blue), value attributes (like warranty, 12 months, 24 months, etc), brands, taxes, categories, subcategories, and sub-subcategories. The brand logo that you add in Brands will be used to replace automatically the product photo in the case that is missing. The taxes will be set for each product according to the countries' legislation regarding the companies or persons. There is available a FAST EDIT menu option where you can edit the cost and prices for large amounts of products or for products imported from Excel, XML, or JSON.
suppliers
You can add for each supplier, his details, the contact persons, the supplier's currency together with the cost and price coefficients. For product cost calculation you have cost coefficient sets that help you modify in no time the cost of all products. For product selling prices you can have up to 4 partner levels like Bronze, Silver, Gold, etc., and more coefficient sets to adjust prices on the fly. In such a way you can keep a healthy margin for the whole catalog without modifying product prices one by one.
catalog
Products have many settings like partner price levels, price coefficients, currencies, weight, length, attributes, categories, attached files, photos number, and specs fields number. There are switches for active products, online products, accounting products, export products, etc. You can select products to build and export in all formats (Excel, XML, Word, PDF, etc.) customized price lists.
perfect shop
You can set up a full-featured multi-language online system that can be configured like a shop, B2B, ordering system, or catalog to display your products or services online.
PERFECT SHOP⟶