Myfatoorah Payment Gateway Module for Perfex CRM

Introduction

Perfex CRM is a popular Customer Relationship Management (CRM) software that helps businesses manage their sales, marketing, and customer service activities. One of the key features of Perfex CRM is its ability to integrate with various payment gateways, allowing businesses to accept payments from customers seamlessly. Myfatoorah Payment Gateway Module is one such integration that enables Perfex CRM users to accept payments from customers in a secure and efficient manner. In this tutorial, we will guide you on how to use the Myfatoorah Payment Gateway Module for Perfex CRM.

Tutorial: Using Myfatoorah Payment Gateway Module for Perfex CRM

Step 1: Setting up Myfatoorah Payment Gateway Module

To start using the Myfatoorah Payment Gateway Module, you need to set it up in your Perfex CRM account. Follow these steps:

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

Step 2: Configuring Payment Options

Once you have set up the Myfatoorah Payment Gateway Module, you need to configure your payment options. Follow these steps:

1. Navigate to the "Settings" menu and click on "Payment Options".
2. Click on "Add Payment Option".
3. Select "Myfatoorah" as the payment gateway.
4. Enter the payment option details, including the payment method (e.g. credit card, bank transfer), payment currency, and payment description.
5. Click "Save" to save your payment option.

Step 3: Creating a Payment Request

To create a payment request using the Myfatoorah Payment Gateway Module, follow these steps:

1. Navigate to the "Leads" or "Invoices" page, depending on the type of payment you want to create.
2. Click on the "Create Payment Request" button.
3. Select "Myfatoorah" as the payment gateway.
4. Enter the payment request details, including the payment amount, payment description, and payment currency.
5. Click "Create" to create the payment request.

Step 4: Capturing Payments

Once you have created a payment request, you need to capture the payment. Follow these steps:

1. Navigate to the "Leads" or "Invoices" page and find the payment request you created.
2. Click on the "Capture Payment" button.
3. Select "Myfatoorah" as the payment gateway.
4. Enter the payment details, including the payment amount and payment currency.
5. Click "Capture" to capture the payment.

Step 5: Verifying Payments

After capturing a payment, you need to verify it to ensure that the payment was successful. Follow these steps:

1. Navigate to the "Leads" or "Invoices" page and find the payment request you created.
2. Click on the "Verify Payment" button.
3. Select "Myfatoorah" as the payment gateway.
4. Enter the payment details, including the payment amount and payment currency.
5. Click "Verify" to verify the payment.

Troubleshooting Common Issues

Here are some common issues you may encounter when using the Myfatoorah Payment Gateway Module for Perfex CRM, along with their solutions:

• Error: "Payment Gateway Not Found"
  • Solution: Check that you have set up the Myfatoorah Payment Gateway Module correctly in your Perfex CRM account.
• Error: "Payment Request Not Found"
  • Solution: Check that you have created a payment request correctly and that it is not expired.
• Error: "Payment Capture Failed"
  • Solution: Check that you have entered the correct payment details and that your Myfatoorah account has sufficient funds.

By following these steps and troubleshooting common issues, you should be able to use the Myfatoorah Payment Gateway Module for Perfex CRM successfully. If you have any further questions or issues, please feel free to contact our support team.