Pixie CRM module
Electronic Invoicing Software.
Electronic Invoicing Software for XML and JSON invoice templates and exports. Try Pixie CRM free for 14 days. No billing details required.
Discuss this module- 01Customer context
- 02Team action
- 03Result checked
Keep the customer context, responsible person and next step together. Start with a familiar task, agree the information the team needs and check the result with the people who will use it.
Give invoice data a format your workflow can use.
Bring the records, people and next actions together in a connected CRM workflow.
Make e-invoice part of a joined-up CRM workflow
Create validated XML or JSON templates, generate invoice and credit-note electronic files, attach configured output and export eligible records.
The strongest reason to introduce e-Invoice is not the number of screens it adds. It is the opportunity to make related decisions, records and responsibilities easier to follow. For finance and integration teams preparing structured invoice output for customer, archive or downstream processing requirements, the module makes electronic invoice generation repeatable and reviewable instead of relying on ad hoc exports or manual data re-entry.
Features and benefits of the e-Invoice module
Switch between documented features and the operational benefits they can support. Each feature route opens a current guide in the Pixie CRM Help Centre.
Understand template creation, output, email attachment and bulk-export flows implemented in version 1.0.0.
Choose the right scope for your team
We'll confirm the module, related services, user roles and any setup work in your Pixie CRM proposal. Some workflows depend on third-party accounts, permissions or usage charges. Tell us what you need to achieve so these details are clear before activation.
Put it into practice with Pixie CRM
Explore the tasks behind Electronic Invoicing Software.. Check the guide against your enabled modules and role, then confirm the result in your workspace.