Wallet Module for Perfex CRM - Smart Invoice Payment

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: [email protected]: passwordCustomer panel.https://perfextosaas.com/loginEmail: [email protected]: passwordContact us on [email protected] 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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Wallet Module for Perfex CRM - Smart Invoice Payment