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

Demo

Admin panel:
https://perfextosaas.com/admin
Email: [email protected]
Password: password

Customer panel.
https://perfextosaas.com/login
Email: [email protected]
Password: password

Contact us on [email protected] for support

CHANGE LOG

version 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.