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:
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Seamless Wallet Funding: Effortlessly fund your wallet through existing payment gateways, ensuring swift and secure transactions.
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Automated Invoice Payment: Say goodbye to manual payments! Enable automatic processing of recurring invoices, ensuring continuous payment through the client’s wallet balance.
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Enhanced Security: Safeguard client balances with encryption, preventing unauthorized manipulation and ensuring utmost security.
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Tailored Configurations: Customize the module to align with your business requirements, offering adaptable settings for optimal functionality.
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Intuitive Interface: Navigate through financial operations effortlessly with our user-friendly interface, simplifying complex tasks.
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Transparent Transaction Logging: Gain complete transparency with detailed transaction histories, providing clear insights into cash flow with each transaction accompanied by its respective invoice.
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- 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
