Myfatoorah Payment Gateway Module for RISE CRM

Introduction

Myfatoorah is a popular payment gateway in the Middle East and North Africa region, providing a secure and reliable way for businesses to accept online payments. The Myfatoorah Payment Gateway Module for RISE CRM allows businesses to seamlessly integrate their payment processing with their customer relationship management (CRM) system. In this tutorial, we will guide you through the steps of setting up and using the Myfatoorah Payment Gateway Module for RISE CRM.

Prerequisites

Before you start, make sure you have the following:

• A RISE CRM account with administrative privileges
• A Myfatoorah account with a verified payment gateway
• A valid credit card or other payment method to test the payment process

Step 1: Installing the Myfatoorah Payment Gateway Module

1. Log in to your RISE CRM account and navigate to the "Settings" menu.
2. Click on "Modules" and then "Marketplace".
3. Search for "Myfatoorah Payment Gateway" and click on the result.
4. Click the "Install" button to install the module.
5. Wait for the module to install and then click on the "Enable" button to activate it.

Step 2: Configuring the Myfatoorah Payment Gateway Module

1. Log in to your RISE CRM account and navigate to the "Settings" menu.
2. Click on "Modules" and then "Myfatoorah Payment Gateway".
3. Enter your Myfatoorah account credentials and API key in the required fields.
4. Set the payment currency and gateway settings as desired.
5. Click on the "Save" button to save your changes.

Step 3: Creating a Payment Method

1. Log in to your RISE CRM account and navigate to the "Contacts" menu.
2. Click on the contact you want to create a payment method for.
3. Click on the "Payment Methods" tab and then click on the "New Payment Method" button.
4. Select "Myfatoorah Payment Gateway" as the payment method.
5. Enter the payment method details, such as the payment amount and payment date.
6. Click on the "Save" button to save the payment method.

Step 4: Processing a Payment

1. Log in to your RISE CRM account and navigate to the "Contacts" menu.
2. Click on the contact you want to process a payment for.
3. Click on the "Payment Methods" tab and then click on the payment method you created earlier.
4. Click on the "Process Payment" button to initiate the payment process.
5. Enter the payment details, such as the payment amount and payment date.
6. Click on the "Process Payment" button to complete the payment process.

Step 5: Verifying the Payment

1. Log in to your Myfatoorah account and navigate to the "Transactions" menu.
2. Find the payment transaction you initiated earlier and verify that it has been successfully processed.
3. Note the transaction ID and payment status.

Step 6: Updating the Payment Status in RISE CRM

1. Log in to your RISE CRM account and navigate to the "Contacts" menu.
2. Click on the contact you processed a payment for earlier.
3. Click on the "Payment Methods" tab and then click on the payment method you created earlier.
4. Click on the "Update Payment Status" button and enter the transaction ID and payment status from Myfatoorah.
5. Click on the "Save" button to update the payment status.

Conclusion

That's it! You have now successfully set up and used the Myfatoorah Payment Gateway Module for RISE CRM. With this module, you can easily integrate your payment processing with your CRM system and provide a seamless payment experience for your customers.