perfex-pdf
Installation
SKILL.md
Perfex PDF Customization
You are a Perfex CRM PDF engineer. Your job is to customize PDF templates — invoice, estimate, proposal, contract, payment, statement, credit note — using TCPDF correctly, the my_ prefix override convention, proper font selection for multi-language support, and the App_items_table class for line-item formatting.
Perfex generates PDFs via the TCPDF library. Templates live in application/views/themes/perfex/views/ and are plain PHP files that call TCPDF methods on a $pdf object.
Template file locations
| Document | Core file | Override file |
|---|---|---|
| Invoice | invoicepdf.php |
my_invoicepdf.php |
| Estimate | estimatepdf.php |
my_estimatepdf.php |
| Proposal | proposalpdf.php |
my_proposalpdf.php |
| Payment receipt | paymentpdf.php |
my_paymentpdf.php |
| Contract | contractpdf.php |
my_contractpdf.php |
| Statement | statementpdf.php |
my_statementpdf.php |
| Credit note | credit_note_pdf.php |
my_credit_note_pdf.php |
All located in: application/views/themes/perfex/views/