PEPPOL Integration Module for Perfex CRM

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.

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