Word:
This can be a module designed for Perfex CRM. It’s not a separate script.
Description
Combine the highly effective Sq. Fee Gateway into your Perfex CRM system with this module. Good for companies searching for a safe, quick, and dependable technique to settle for on-line funds immediately from invoices generated in Perfex CRM.
With this module, you may seamlessly settle for funds out of your purchasers by Sq., enabling smoother transactions and higher monetary administration.
Key Options:
- Seamless Integration: Simply combine Sq.’s fee processing along with your Perfex CRM setup.
- Bill Funds: Permit purchasers to pay invoices immediately utilizing Sq..
- Safe Transactions: All fee knowledge is processed securely utilizing Sq.’s PCI-compliant fee system.
- Multi-Foreign money Help: Settle for funds in a number of currencies supported by Sq..
- Actual-Time Fee Updates: Mechanically replace bill statuses upon profitable fee.
- Sandbox Mode: Take a look at funds securely earlier than going dwell.
- Straightforward Configuration: Consumer-friendly settings web page for API key and credentials.
Set up Information:
- Log in to PerFex CRM as an administrator.
- Navigate to Setup > Modules.
- Choose the extracted add.zip at Module set up choice immediate and press Set up.
- You’re all set!
Buyer Help
Your satisfaction is our precedence! Attain out to us for any queries, assist requests, or bespoke options.
- Help Hours: Monday – Saturday
- Response Time: Assured inside 1-2 enterprise days
- Join with us through our Support Portal
Change Log
Model 1.0.0
- Preliminary launch
