Description

Perfex CRM’s own documentation says it plainly: a recurring invoice is used only to re-create the invoice on a specific date. The document goes out on schedule, correctly numbered, with the right items on it – and then nothing happens. No card is charged. No mandate is debited. Somebody in your office still opens the list every month, works out who has not paid, and writes the emails.

This module is the other half. Your customer authorises a card or a bank debit once, from your own client portal. After that, when Perfex generates the recurring invoice, the money is collected automatically – and when a charge fails, a dunning engine works the decline until the money arrives or you decide to stop.