While the module stores templates inside the CRM, it is wise to keep documentation or screenshots of your template designs. This will be helpful if you ever need to re‑create them after a migration or server change.
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Supports sending invoices via email, downloading as PDF, or printing directly from the admin panel. Installation Instructions To install the .zip file into your Perfex CRM environment: Perfex Invoice Plugins, Code & Scripts | CodeCanyon While the module stores templates inside the CRM,