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. Withdraw: when enabled, customers can make withrawal request.
View full documentation here 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 support CHANGE LOG 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.Buy and Download
