Monthly Drafts for Perfex CRM

Automatically generate structured monthly draft invoices inside Perfex CRM. Create predictable billing workflows without manual repetition.

Why Monthly Drafts Matter

Recurring services require consistent billing. Manually creating invoices every month costs time and increases the risk of errors.

Monthly Drafts automates the creation of invoice drafts based on predefined settings — giving you structure, predictability, and operational clarity.

Automated Draft Generation

• Automatic monthly draft invoice creation
• Client-based configuration
• Recurring schedule control
• Central overview of generated drafts
• No manual invoice recreation required

Invoices are created as drafts — giving you full control before sending.

Structured Workflow Control

• Define billing frequency
• Control draft creation date
• Flexible service configuration
• Safe review before publishing
• Compatible with standard Perfex invoice logic

You decide how and when drafts are created. The module adapts to your workflow — not the other way around.

Designed for Predictable Revenue

Agencies

Automate recurring client retainers and service packages.

Service Providers

Standardize monthly billing without manual repetition.

Consultants

Maintain structured invoice cycles for ongoing contracts.

SaaS & Maintenance Providers

Create consistent draft invoices for subscription-style services.

Key Features

• Automatic recurring draft invoices
• Monthly schedule logic
• Clean admin interface integration
• No core file modifications
• Fully uninstallable
• Uses native Perfex invoice structure

Built for operational stability and long-term use.

Requirements & Compatibility

• Perfex CRM 3.0+
• PHP 7.4+
• MySQL 5.7+ or MariaDB equivalent
• No third-party services required
• No core file overrides

The module integrates natively into the Perfex CRM admin environment.

Frequently Asked Questions

Does it automatically send invoices?

No. The module creates draft invoices. You retain full control before publishing or sending.

Can I customize invoice content?

Yes. Drafts are created using standard Perfex invoice logic and can be edited before finalization.

Does it modify existing invoices?

No. It only generates new draft invoices based on configured schedules.

Is it suitable for production environments?

Yes. The module is designed for structured, long-term billing workflows.