Introduction
I recently had the opportunity to test the myPOS Payment Gateway for Perfex, a payment module that enables users to receive payments from Perfex CRM’s invoices directly in their myPOS.eu account. As a user of Perfex CRM, I was excited to explore this module and see how it would work for my business. In this review, I’ll share my experience with the module, including its setup, compatibility, and support.
Setup
Setting up the myPOS Payment Gateway for Perfex was a breeze. As the documentation promised, I didn’t need any coding skills to configure the module. I simply contacted myPOS.eu and received the necessary information to set up the module. The process was straightforward, and I was able to get the module up and running quickly.
Compatibility
The module is 100% compatible with myPOS.eu accounts, which was a major selling point for me. As a user of myPOS.eu, I was thrilled to see that the module worked seamlessly with my account.
Support
The support team at myPOS.eu was responsive and helpful. When I had a question about the module, I raised a support ticket and received a prompt response from the support department. The team was knowledgeable and patient, and they helped me resolve my issue quickly.
Features
The myPOS Payment Gateway for Perfex has a range of features that make it a valuable addition to any Perfex CRM user. Some of the key features include:
- Tax calculation: The module supports tax calculation, which is a huge plus for businesses that need to track and report taxes.
- Partially paid invoices: The module allows for partially paid invoices, which is a great feature for businesses that need to manage complex payment scenarios.
- Empty customer Name/Surname avoidance: The module also prevents empty customer Name/Surname from being saved, which is a small but important detail that shows attention to detail.
Version History
The module has a few updates, including:
- Version 1.2: Tax calculation updated (added quantity check)
- Version 1.1: Tax support added, empty customer Name/Surname is avoided, partially paid invoices support
- Version 1.0: Initial version
Score
Overall, I’m impressed with the myPOS Payment Gateway for Perfex. The module is easy to set up, compatible with myPOS.eu accounts, and has a range of useful features. The support team is responsive and helpful, and the documentation is clear and concise. I would give this module a score of 0 out of 5 stars.
Conclusion
In conclusion, the myPOS Payment Gateway for Perfex is a solid choice for any Perfex CRM user looking to integrate their payment processing with myPOS.eu. The module is easy to set up, has a range of useful features, and is backed by a responsive support team. I would recommend this module to anyone looking to streamline their payment processing.
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Introduction to myPOS Payment Gateway for Perfex
As a business owner or administrator, you understand the importance of having a seamless and secure payment processing system for your customers. myPOS Payment Gateway is a reliable and user-friendly solution that integrates with Perfex, a popular customer relationship management (CRM) software. This tutorial will guide you through the process of setting up and using the myPOS Payment Gateway for Perfex, allowing you to accept payments from your customers in a secure and efficient manner.
Prerequisites
Before you begin, make sure you have:
- A myPOS account set up with a valid email address and password.
- A Perfex account with the latest version installed.
- The myPOS Payment Gateway module installed and enabled in your Perfex account.
Setting up the myPOS Payment Gateway in Perfex
To set up the myPOS Payment Gateway in Perfex, follow these steps:
- Log in to your Perfex account and navigate to the "Settings" menu.
- Click on "Modules" and search for "myPOS Payment Gateway".
- Click on the "Install" button to install the module.
- Once installed, click on the "Configure" button to set up the module.
- Enter your myPOS account credentials, including your email address and password.
- Choose the payment methods you want to accept (e.g., credit cards, bank transfers).
- Set the payment gateway's status to "Active".
- Click "Save" to save your changes.
Configuring Payment Options in Perfex
To configure payment options in Perfex, follow these steps:
- Navigate to the "Settings" menu and click on "Payment Options".
- Click on the "Add New Payment Option" button.
- Select "myPOS Payment Gateway" as the payment method.
- Enter a name for the payment option (e.g., "myPOS Credit Card").
- Set the payment option's status to "Active".
- Click "Save" to save your changes.
Integrating myPOS Payment Gateway with Perfex
To integrate the myPOS Payment Gateway with Perfex, follow these steps:
- Navigate to the "Contacts" or "Customers" page in Perfex.
- Click on the "Edit" button next to a contact or customer.
- Scroll down to the "Payment Options" section.
- Select the myPOS Payment Gateway as the payment method.
- Enter the payment details, including the payment amount and payment method.
- Click "Save" to save the payment details.
Processing Payments with myPOS Payment Gateway
To process payments with the myPOS Payment Gateway, follow these steps:
- Navigate to the "Contacts" or "Customers" page in Perfex.
- Click on the "Edit" button next to a contact or customer.
- Scroll down to the "Payment Options" section.
- Select the myPOS Payment Gateway as the payment method.
- Click on the "Pay" button to initiate the payment process.
- Enter the payment details, including the payment amount and payment method.
- Click "Pay" to complete the payment.
Troubleshooting and Support
If you encounter any issues with the myPOS Payment Gateway or Perfex, refer to the following resources:
- myPOS Payment Gateway documentation: [insert link]
- Perfex documentation: [insert link]
- myPOS Payment Gateway support team: [insert contact information]
- Perfex support team: [insert contact information]
By following this tutorial, you should be able to set up and use the myPOS Payment Gateway for Perfex, allowing you to accept payments from your customers in a secure and efficient manner. If you have any questions or need further assistance, don't hesitate to reach out to the myPOS Payment Gateway or Perfex support teams.
Payment Gateway Settings
API Settings
- API Key: Your MyPOS API Key
- API Secret: Your MyPOS API Secret
Transaction Settings
- Currency: Your default currency (e.g. EUR)
- Currency Symbol: The symbol for your default currency (e.g. €)
- Order Status: The status that the order should be updated to after a successful payment (e.g. Paid)
Error Handling Settings
- Error Handler: Select the error handler you want to use for MyPOS errors
- Error Messages: Custom error messages for MyPOS errors
Security Settings
- SSL Certificate: Select the SSL certificate you want to use for MyPOS requests
Order Settings
- Order Reference: The reference used to identify orders in your system
- Order Status Update: Whether to update the order status after a payment is made
Debugging Settings
- Debug Mode: Enable debug mode to see more detailed error messages
- Log Level: The level of detail for debug log messages
Here are the features of the myPOS Payment Gateway for Perfex:
- 100% compatible with myPOS.eu accounts
- No coding skills required for setup
- Configurable like other payment modules in Perfex
- Tax calculation updated (added quantity check) - Version 1.2
- Tax support added - Version 1.1
- Avoids empty customer Name/Surname - Version 1.1
- Partially paid invoices support - Version 1.1
- Initial version - Version 1.0
Note that these features are mentioned in different lines, so I've extracted each feature in a separate line. Let me know if you need any further assistance!
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