Wallet Module for Perfex CRM - Smart Invoice Payment

by Developer

Uploaded : 10th April 2024
Views : 19

Wallet Module for Perfex CRM - Smart Invoice Payment ^{Limited Time Offer}

Overview :

Wallet Module for for Perfex CRM !

Our Wallet Module for Perfex CRM introduces an automated system that seamlessly handles overdue invoices. Enjoy hassle-free, timely payments, ensuring uninterrupted financial flow for your business and clients.

Experience effortless management, mitigate delays, and enhance financial stability within your Perfex CRM ecosystem. Key Features:

Seamless Wallet Funding: Effortlessly fund your wallet through existing payment gateways, ensuring swift and secure transactions.
Automated Invoice Payment: Say goodbye to manual payments! Enable automatic processing of recurring invoices, ensuring continuous payment through the client’s wallet balance.
Enhanced Security: Safeguard client balances with encryption, preventing unauthorized manipulation and ensuring utmost security.
Tailored Configurations: Customize the module to align with your business requirements, offering adaptable settings for optimal functionality.
Intuitive Interface: Navigate through financial operations effortlessly with our user-friendly interface, simplifying complex tasks.
Transparent Transaction Logging: Gain complete transparency with detailed transaction histories, providing clear insights into cash flow with each transaction accompanied by its respective invoice.
Requery: Ensure no payment is lost by requerying broken transaction right from your Perfex dashboard.
Reversal: auto reversal of payment removed from an invoice paid with the wallet (does not reverse payments for funding of wallet).
Withdraw: when enabled, customers can make withrawal request.

Documentation

View full documentation here
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Admin panel:https://perfextosaas.com/adminEmail: admin@admin.comPassword: passwordCustomer panel.https://perfextosaas.com/loginEmail: customer@customer.comPassword: passwordContact us on lutfatusman@gmail.com for support CHANGE LOGversion 1.0.4 – 04/04/2024

Added wallet opening credit option
Fix payment revesal on invoice removal
Improve translation of transaction logs and invoices
Other minor improvements

version 1.0.1 – 31/12/2023

Added withraw option
Auto Reversal of transaction on wallet invoice payment removal
Added wallet to client profile tab
General improvement to user/admin experience
Fix all reported bugs

version 1.0.0 – 23/12/2023

First release.

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FAQs :

To ensure the quality and safety of the item, you should thoroughly check overview description, demo, comments and read reviews from previous buyers if available. Initial support is available with each item & please check developer refund policy.

The process for getting support is easy after buying item you can directly get support from developer through ticketing system, support ticket is replied by the developer & reply time will vary depending on the developer. Typically, you can contact the customer support through a support ticket system. Developer should be able to help you with any technical issues or questions you have about the item.

If you are not satisfied with the code you purchased, you should first try contacting the developer to see if they can provide assistance or a resolution. If you are still not satisfied, please check developer refund policy.

A refund request may be denied if the code has already been used or modified, or if it has been longer than the platform's refund period (please check developer refund policy). Additionally, refunds may be denied if the issue with the code is due to user error or if the code has been intentionally modified or altered by the user.

Payment options when buying item will be typically, payment options can include credit/debit cards, PayPal, Razorpay, and other payment gateways.

Customisation is additional and subject to developer time availablity. So please ask the developer & confirm before making any purchase. Click on Request Customisation button below Buy Now Button or below Request Quote button.

We provide support to each clients by ticketing system with 100% guarantee reply, only for the period as per support plan terms. Support reply is one after one basis it means you may receive reply in 5minutes or it may take 24-48 hrs, its totally depending upon work load and support queue. And if your query requires testing/checking then it may take additional time.

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Comments :

Support :

Our verified developers are dedicated to provide best guaranteed support reply by ticketing system. We have been providing ticket support reply to each of our registered clients since 2017 and our estimate reply time is 24/72 hrs, also know it may take additional time if your query requires testing/checking by a developer.

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