iPay Payment Gateway for Perfex CRM

Introduction to iPay Payment Gateway for Perfex CRM

Perfex CRM is a popular customer relationship management (CRM) software that helps businesses manage their sales, marketing, and customer service activities. One of the essential features of Perfex CRM is its ability to integrate with various payment gateways, allowing businesses to accept online payments seamlessly. In this tutorial, we will guide you through the process of setting up and using the iPay payment gateway with Perfex CRM.

iPay is a reliable and secure payment gateway that enables businesses to accept online payments via credit cards, debit cards, and other popular payment methods. With iPay, you can securely process transactions, manage recurring payments, and track payment history. In this tutorial, we will cover the step-by-step process of setting up iPay with Perfex CRM, configuring payment settings, and testing the payment gateway.

Prerequisites

Before you start, make sure you have:

1. A Perfex CRM account
2. An iPay account (you can sign up for a free trial or purchase a subscription)
3. The iPay payment gateway API credentials (you will receive these after setting up your iPay account)

Tutorial: Setting up iPay with Perfex CRM

Step 1: Configure iPay API Credentials in Perfex CRM

1. Log in to your Perfex CRM account and go to the "Settings" menu.
2. Click on "Payment Gateways" and then click on the "Add Payment Gateway" button.
3. Select "iPay" from the list of available payment gateways.
4. Enter your iPay API credentials, including the Merchant ID, API Key, and API Secret.
5. Click "Save" to save your iPay API credentials.

Step 2: Configure Payment Settings in Perfex CRM

1. Go to the "Settings" menu and click on "Payment Settings".
2. Enable the "iPay" payment gateway by clicking on the toggle button.
3. Set the payment method to "Credit Card" or "Bank Transfer", depending on your business requirements.
4. Set the payment currency to the currency you want to accept payments in.
5. Set the payment description to a brief description of the payment.

Step 3: Create a Payment Form in Perfex CRM

1. Go to the "Contacts" menu and click on the "Create Contact" button.
2. Fill in the contact information and click on the "Add Contact" button.
3. Click on the "Payment" tab and select the "iPay" payment method.
4. Fill in the payment form with the required information, including the amount to be paid and the payment description.
5. Click "Save" to save the payment form.

Step 4: Test the Payment Gateway

1. Go to the "Contacts" menu and click on the contact you created earlier.
2. Click on the "Payment" tab and select the "iPay" payment method.
3. Fill in the payment form with the required information and click "Make Payment".
4. You will be redirected to the iPay payment page, where you can enter your payment information.
5. After submitting the payment, you will be redirected back to Perfex CRM, where you can view the payment status.

Troubleshooting Common Issues

• If you encounter any issues with the payment gateway, check the iPay API credentials and make sure they are correct.
• If you encounter any issues with the payment form, check the payment method and make sure it is enabled.
• If you encounter any issues with the payment processing, check the payment status in Perfex CRM and make sure it is marked as "Paid".

By following this tutorial, you should be able to set up and use the iPay payment gateway with Perfex CRM. If you have any further questions or issues, please refer to the iPay documentation or contact their support team.