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134 views

documentation

Uploaded by

ajayjhafivedesign
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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“Invoice Builder module for PERFEX CRM” Documentation by “greentech_solutions” v1.0.

“Invoice Builder module for PERFEX


CRM”

Created: 2024-07-29 Thank you for choosing the Invoice Builder module for Perfex CRM. If you have
By: greentech_solutions any questions that are beyond the scope of this help file, please feel free to email us
Email: sales@gtssolution.vn via the support item on Codecanyon.

A) Upload & activate the module


* Prior to starting the installation, please make sure that no open_basedir restriction is
applied to your PHP configuration and that shell_exec is enabled. Whereas 95% of the
hosting providers around got a proper config that includes the above guides, you may need
to adjust your PHP configuration settings if your provider offers these settings disabled by
default.

- Steps of Installation:

1. Extract your downloaded file content. You will notice a folder


called “documentation” and a new zip file called “upload.zip”. Since the
“documentation” folder contains documentation files and helpful instructions that are not
needed in your module’s installation, we will focus on the “upload.zip” file.

2. “upload.zip” contains the module files (in a module format) that you upload in Perfex CRM’s
modules installation section.

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“Invoice Builder module for PERFEX CRM” Documentation by “greentech_solutions” v1.0.0

3. Go to your Perfex CRM’s Admin area and select the following menu item: SETUP >
MODULES.

4. Select the extracted upload.zip at the Module installation selection prompt and
press INSTALL.

5. Find the newly installed module and press ACTIVATE.

6. You will be told that the module is successfully activated.

7. If the version you have downloaded is larger than the current version, please
click UPGRADE DATABASE (if available)

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“Invoice Builder module for PERFEX CRM” Documentation by “greentech_solutions” v1.0.0

8. That’s it! You are now ready to start using the module.

B) How to use the Invoice Builder module


Please refer to the Knowledge Base Center:
https://helpcenter.gtssolution.vn/category/invoice-builder-module-for-perfex-crm

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