Note: This is a module for Perfex CRM

Deposit (split) Invoicing and Sales Item Customization

Streamline your estimate invoicing process and customize item details with ease using our powerful invoicing module. With features designed to enhance efficiency and flexibility, managing your estimate to invoices has never been better.

Key Features:

• Deposit Invoice Workflow: Simplify the creation of deposit invoices and split payments effortlessly. Customize payment splits based on your needs and track them seamlessly within the system.
• Items Customization: Customize item details for proposals, estimates, invoices, delivery notes, and purchase orders. Enhance the clarity of your invoices by grouping items in the table and PDF, and rearrange them effortlessly using drag and drop functionality.
  • Add item title rows for major items such as proposals, estimates, invoices, delivery notes, and purchase orders.
  • Group items in the table and PDF to improve clarity and organization.
  • Rearrange item title rows effortlessly using drag and drop functionality.
  • Customize PDF by setting a background image
• Client-Side Column Control: Take control of visible columns on the client side, allowing you to hide columns on the item table and PDF as needed. Customize your view to optimize your workflow and ensure a seamless integration with your brand.
• Restrict Invoice Updates/Delete: You can prevent delete or updates on invoices with specific preselected statuses. This feature is especially useful in jurisdictions that prohibit modifying invoices under certain conditions. For instance, in Germany, updating a paid invoice may not be permitted.

Experience enhanced estimate invoicing and item customization with our module. Simplify your workflow, streamline your processes, and elevate your invoicing experience today.

Questions/Support

• Perfex from version 3.4.* to latest version is required.
• We provide documentation covering installation and usage.
• We respond to your questions as fast as possible within few hours but can sometimes be up to few days.
• We dont provide refund for the extension after purchase, so confirm and make full test before purchase.
• Any custom work including setup, installation and extension (that might require skilled hours) are not free. You can hire us for this.

Documentation

Demo

View a demo of the Deposit Invoice and Sales Item Customization Module in action here.

Email: customer@customer.com
Password: password

Change Log:

• Include Custom Fields in sales items hidden fields selections.
• Add option to apply hidden fields on admin/staff log in also.

v1.1.0 – 04 Mar 2026

• Add filter hooks for customizing item columns contents.
• Apply hidden columns when sending sales documents to email.

v1.0.9 – 01 Jan 2026

• Transmit estimate shipping info to deposit invoices.

v1.0.8 – 12 Nov 2025

• Perfex v3.4 optional columns compatibility fix.

• Fix item titles not copying with proposal.

• Add restrict invoice removal by status
• Prevent filling of update restricted invoices

• Add option to restrict invoice update by status. i.e can disable updating paid invoices or invoices with other status

• Fix items title not saving when creating for the first time
• Fix proposal converting issue

• Add payment methods option for deposit invoice
• Fix deposit invoices generated without payment methods

• Added PDF background image option

• Add deposit invoice hidden fields option in settings
• Fix date issues on split invoice

• Version 1.0 (Initial Release)