Automate recurring invoice preparation – stay in control

Overview

Monthly Draft Invoices is a professional Perfex CRM module that automatically creates monthly draft invoices for selected customers.
Instead of manually generating invoices every month, this module prepares them for you as drafts, giving you full control before sending.

Ideal for agencies, SaaS providers, service businesses, and freelancers who bill customers on a regular monthly basis but still want to review invoices before approval.

Key Features

• ✔ Automatic Monthly Draft Creation

  • Generates draft invoices on a monthly basis

• ✔ Full Perfex Invoice Integration

  • Uses native invoice system (taxes, items, currencies, customers)

• ✔ Draft Mode Only – You Stay in Control

  • No invoices are sent automatically

  • Review, edit, and approve before sending

• ✔ Invoice Management View

  • Dedicated admin page with filtering and listing

• ✔ Recurring Logic without Auto-Sending

  • Perfect alternative to standard recurring invoices

• ✔ Clean & Native UI

  • Seamlessly integrated into the Perfex admin area

• ✔ Developer-Friendly Architecture

  • MVC structure, helpers, hooks, and clean separation

Why Use Monthly Draft Invoices?

• Avoid forgotten monthly invoices

• Prevent accidental auto-sending to clients

• Save time while keeping manual control

• Perfect for variable monthly billing

• Ideal for accounting review workflows

Technical Specifications

• Platform: Perfex CRM

• Minimum Perfex Version: 3.x (recommended latest)

• PHP Version: PHP 7.4 – 8.2

• Database: MySQL / MariaDB

• Framework: CodeIgniter (Perfex Core)

• Invoice Type: Draft (native Perfex invoices)

• Cron Required: Yes (standard Perfex cron)

Installation

1. Upload the module to /modules/monthly_drafts

2. Activate it from Setup → Modules

3. Configure monthly draft rules

4. Run Perfex cron as usual

Use Cases

• Monthly retainers

• Subscription-based services

• Maintenance contracts

• Ongoing consulting

• Agency client billing

Compatibility

• ✔ Fully compatible with Perfex CRM core invoices

• ✔ Works with taxes, currencies, invoice items

• ✔ Does not override existing recurring invoices

What This Module Does NOT Do

• ❌ Does not automatically send invoices

• ❌ Does not replace Perfex recurring invoices

• ❌ Does not modify core files

Ideal Buyer

Perfex CRM users who want automation without loss of control.