Wallet Module for Perfex CRM – Smart Invoice Payment
Wallet Module for for Perfex CRM !
Our Wallet Module for Perfex CRM introduces an automatic system that seamlessly handles overdue invoices. Enjoy trouble-free, well timed funds, making certain uninterrupted monetary circulate for your small business and purchasers.
Experience easy administration, mitigate delays, and improve monetary stability inside your Perfex CRM ecosystem.
Key Features:
- Seamless Wallet Funding: Effortlessly fund your pockets via present cost gateways, making certain swift and safe transactions.
Automated Invoice Payment: Say goodbye to guide funds! Enable computerized processing of recurring invoices, making certain steady cost via the consumer’s pockets steadiness.
- Enhanced Security: Safeguard consumer balances with encryption, stopping unauthorized manipulation and making certain utmost safety.
- Tailored Configurations: Customize the module to align with your small business necessities, providing adaptable settings for optimum performance.
- Intuitive Interface: Navigate via monetary operations effortlessly with our consumer-pleasant interface, simplifying advanced duties.
- Transparent Transaction Logging: Gain full transparency with detailed transaction histories, offering clear insights into money circulate with every transaction accompanied by its respective bill.
- Requery: Ensure no cost is misplaced by requerying damaged transaction proper out of your Perfex dashboard.
- Reversal: auto reversal of cost faraway from an bill paid with the pockets (doesn’t reverse funds for funding of pockets).
- Withdraw: when enabled, clients could make withrawal request.
Documentation
Demo
Admin panel:
https://perfextosaas.com/admin
Email: admin@admin.com
Password: password
Customer panel.
https://perfextosaas.com/login
Email: customer@customer.com
Password: password
Contact us on lutfatusman@gmail.com for assist
CHANGE LOG
model 1.0.4 – 04/04/2024
- Added pockets opening credit score choice
- Fix cost revesal on bill elimination
- Improve translation of transaction logs and invoices
- Other minor enhancements
model 1.0.1 – 31/12/2023
- Added withraw choice
- Auto Reversal of transaction on pockets bill cost elimination
- Added pockets to consumer profile tab
- General enchancment to consumer/admin expertise
- Fix all reported bugs
model 1.0.0 – 23/12/2023
- First launch.
