These sections show commercial documents linked to your customer account and permitted by your contact settings. Amounts and statuses come from Perfex CRM.
Open an invoice to review line items, totals, outstanding amounts, and available payment records. Use the available PDF control to view/download the document. Payment receipt PDFs are accessed through invoice-related functionality.
The documented module does not expose a standalone payment-creation or checkout API. Viewing invoices and payment records should not be described as built-in mobile payment processing. Follow the payment instructions supplied by your business for that installation.
Open the document and review its content before selecting an available response action. Acceptance or rejection depends on the document state and CRM configuration.
When identity confirmation is required, provide the requested name, email, and signature. Check the document carefully before confirming acceptance. Proposal discussions allow comments where available.
Wait for confirmation, then refresh the document to verify its status. If a response was interrupted, check the current status before repeating the action.
If a document is missing, confirm customer ownership, contact permission, and customer-visible status with the administrator. The app does not provide staff invoice editing or permission to change financial totals locally.