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Pockets Module for for Perfex CRM !

Our Pockets Module for Perfex CRM introduces an automatic system that seamlessly handles overdue invoices. Get pleasure from hassle-free, well timed funds, guaranteeing uninterrupted monetary move for your small business and purchasers.

Expertise easy administration, mitigate delays, and improve monetary stability inside your Perfex CRM ecosystem.

Key Options:

  • Seamless Pockets Funding: Effortlessly fund your pockets by current fee gateways, guaranteeing swift and safe transactions.

  • Automated Bill Cost: Say goodbye to guide funds! Allow computerized processing of recurring invoices, guaranteeing steady fee by the consumer’s pockets steadiness.

  • Enhanced Safety: Safeguard consumer balances with encryption, stopping unauthorized manipulation and guaranteeing utmost safety.
  • Tailor-made Configurations: Customise the module to align with your small business necessities, providing adaptable settings for optimum performance.
  • Intuitive Interface: Navigate by monetary operations effortlessly with our user-friendly interface, simplifying complicated duties.
  • Clear Transaction Logging: Achieve full transparency with detailed transaction histories, offering clear insights into money move with every transaction accompanied by its respective bill.
  • Requery: Guarantee no fee is misplaced by requerying damaged transaction proper out of your Perfex dashboard.
  • Reversal: auto reversal of fee 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

View full documentation here

Demo

Admin panel:
https://perfextosaas.com/admin
Electronic mail: admin@admin.com
Password: password

Buyer panel.
https://perfextosaas.com/login
Electronic mail: customer@customer.com
Password: password

Contact us on lutfatusman@gmail.com for help

CHANGE LOG

model 1.0.4 – 04/04/2024

  • Added pockets opening credit score possibility
  • Repair fee revesal on bill elimination
  • Enhance translation of transaction logs and invoices
  • Different minor enhancements

model 1.0.1 – 31/12/2023

  • Added withraw possibility
  • Auto Reversal of transaction on pockets bill fee elimination
  • Added pockets to consumer profile tab
  • Common enchancment to person/admin expertise
  • Repair all reported bugs

model 1.0.0 – 23/12/2023

  • First launch.


Source