PEPPOL Integration Module for Perfex CRM

PEPPOL Network Integration for Perfex CRM – Complete EU E-Invoicing Solution

Transform Your Invoicing with PEPPOL Compliance
Upgrade your Perfex CRM with a professional, enterprise-grade PEPPOL e-invoicing module.
Seamlessly send and receive electronic invoices and credit notes across the European
PEPPOL network while ensuring full compliance with EU e-invoicing mandates.

Note: This is a module for Perfex CRM

Key Features

Electronic Document Transmission

• Send invoices and credit notes via the PEPPOL network
• Automatic UBL (Universal Business Language) document generation
• Real-time document status tracking (queued, sent, failed, received, paid)
• Bulk processing for high-volume invoicing

Document Reception & Processing

• Receive PEPPOL invoices and documents from external parties
• Automatic UBL parsing and structured data extraction
• Document lifecycle management with acknowledgments
• Invoice response handling with standard PEPPOL reason codes

Automated Directory Lookup

• Automatic search of the official PEPPOL directory
• Smart VAT number matching for accurate participant detection
• Bulk lookup for existing customer records
• Auto-population of customer PEPPOL identifiers

Advanced Document Management

• Automatic conversion of received invoices into expenses
• Credit note linking and attachment visibility controls
• Comprehensive audit logs and document history
• Secure handling of attachments and metadata

Multi-Provider & Enterprise Architecture

• Built-in Ademico Software PEPPOL provider integration
• Sandbox and production environment support
• Provider-agnostic and extensible design. You can hire us to integrate any Peppol Access Point Provider of your choice.
• ulutfa SaaS-ready with full multi-tenant support
• Tenant-specific configuration and enforcement

Perfect For

• B2B companies trading across Europe
• Government contractors requiring PEPPOL compliance
• Accounting and advisory firms managing multiple clients
• SaaS providers offering EU-compliant invoicing
• International businesses with EU operations

Requirements

• Perfex CRM v3.1 or higher
• Sending and Receiving requires active PEPPOL access point provider account (Ademico supported and provided by default). You can hire us to integrate any other Access Point Provider of your choice.

Modernize your invoicing workflow today with a scalable,
and fully PEPPOL-compliant solution built specifically for Perfex CRM.

Questions/Support

• Perfex from version 3.1.* 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, access point provider integration and extension (that might require skilled hours) are not
  free. You can hire us for this.

Documentation

View full documentation here

Demo

View a demo of the Module in action here.

Email: [email protected]
Password: password

Changelog:

version 1.0.0 – 14/12/2025

• Initial release