Paystack Payment Gateway for Perfex CRM
$39.00
35 sales
5/5 Stars – A Secure and Convenient Payment Gateway for Perfex CRM with Paystack
I recently had the opportunity to try out the Paystack payment gateway module for Perfex CRM, and I must say that I’m impressed with its performance and features. As a Perfex CRM user, I was thrilled to discover a seamless and secure way to accept payments from my customers using Paystack.
Key Features and Benefits
The Paystack payment gateway module integrates flawlessly with Perfex CRM, allowing customers to pay invoices using a wide range of payment methods, including credit cards and banking options. What’s more, the payment details submitted by customers are safeguarded by Paystack’s advanced security measures, ensuring a worry-free transaction experience.
The module’s user-friendly interface makes it easy to navigate and set up, with clear instructions and screenshots to guide you through the payment flow. Additionally, the module requires Perfex CRM to be installed, which can be purchased through the provided link.
Change Log and Bug Fixes
The developer has been consistent in releasing updates and bug fixes to the module, with the latest version (1.0.0b) adding support for multiple currencies. The change log also includes other notable updates, such as minor fixes (0.3.0) and general module improvements (1.0.0, 1.0.0a).
Support and Documentation
The developer has provided excellent support, with an easy-to-reach ticket system for any questions or issues you may encounter. The documentation is also well-written and easy to follow, making it simple to integrate the module into your Perfex CRM.
Conclusion
In conclusion, I highly recommend the Paystack payment gateway module for Perfex CRM. Its seamless integration, advanced security features, and user-friendly interface make it an excellent choice for businesses looking to securely accept payments from their customers. With ongoing support and updates, you can trust that this module will continue to meet your evolving needs.
Rating: 5/5 Stars
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Introduction to Paystack Payment Gateway for Perfex CRM
Are you a Perfex CRM user looking to integrate a reliable and secure payment gateway for seamless transactions? Look no further! In this tutorial, we will guide you through the process of setting up Paystack, a popular payment gateway, to accept payments within Perfex CRM.
Paystack is a robust payment gateway that allows businesses in Nigeria and other African countries to process payments online. With Paystack, you can easily accept credit card payments, bank deposits, and mobile money payments from your customers.
By integrating Paystack with Perfex CRM, you can streamline your payment processes, reduce manual errors, and gain better control over your finances. This tutorial will walk you through the step-by-step process of setting up Paystack payment gateway for Perfex CRM.
Getting Started with Paystack
To start using Paystack payment gateway with Perfex CRM, you'll need to create a Paystack account and retrieve your API keys. Here's a step-by-step guide to get you started:
- Sign up for a Paystack account: Go to the Paystack website (www.paystack.com) and sign up for a free account. Fill out the registration form with your business details and contact information.
- Verify your account: After signing up, you'll receive an email from Paystack to verify your account. Click on the verification link to activate your account.
- Retrieve your API keys: Once your account is verified, log in to your Paystack dashboard and navigate to the Settings tab. Click on the "API" sub-tab and copy your API Key (found under "Test" or "Live" API) and Secret Key (found under "Test" or "Live" Secret API).
- Create a new sub-merchant account: In the Perfex CRM settings, go to Integrations > Payment Gateways and create a new sub-merchant account under the Paystack payment gateway. You'll need to enter your Paystack API and Secret API keys.
Integrating Paystack with Perfex CRM
Now that you have your Paystack API keys, let's integrate Paystack with Perfex CRM. Follow these steps:
- Enable the Paystack payment gateway: In the Perfex CRM settings, go to Integrations > Payment Gateways and enable the Paystack payment gateway.
- Configure the payment settings: Configure the payment settings for Paystack, such as the payment currency, payment title, and payment description.
- Add Paystack payment buttons: In the Perfex CRM modules (e.g., Invoices, Proposals, or Quotes), you'll need to add Paystack payment buttons for customers to make payments.
- Set up payment notifications: Set up payment notifications to receive notifications whenever a payment is made or failed. You can set up custom notification email templates and notification recipients.
Making Payments with Paystack in Perfex CRM
Now that Paystack is integrated with Perfex CRM, customers can make payments using their preferred payment method (credit card, bank deposit, or mobile money). Here's a step-by-step guide on how to make payments:
- Generate an invoice or proposal: In Perfex CRM, generate an invoice, proposal, or quote for your customer.
- Add Paystack payment buttons: Add Paystack payment buttons to the invoice, proposal, or quote.
- Customer makes a payment: Customer clicks on the Paystack payment button to make a payment.
- Verify payment details: Customer verifies payment details and completes the payment process.
- Receive payment notification: You receive a notification for the successful payment.
Troubleshooting Tips and FAQs
Here are some common issues and FAQs to help you resolve any issues you may encounter while integrating Paystack with Perfex CRM:
- Payment failed: Check that the Paystack API keys are correctly set up and that the payment details (amount, currency, etc.) are accurate.
- Payment not showing in Perfex CRM: Ensure that the Paystack payment gateway is enabled in the Perfex CRM settings and that the payment button is correctly added to the invoice or proposal.
Conclusion
Congratulations! You have successfully integrated Paystack payment gateway with Perfex CRM. With Paystack, you can now accept payments securely and efficiently, reducing manual errors and enhancing the overall customer experience.
Here is the settings example:
Paystack API Key
To configure Paystack payment gateway in Perfex CRM, you need to provide your Paystack API Key. You can get your API Key from the Paystack dashboard. Go to your Paystack account, click on "Dashboard" and then click on "Developers" tab. Scroll down to the "API Keys" section and click on "Generate live key" or "Generate test key" depending on your environment. Copy the generated API Key and paste it in the corresponding field in Perfex CRM settings.
Paystack Secret Key
Similarly, you need to provide your Paystack Secret Key. This key is used to verify the authenticity of Paystack's requests to your server. Get your Secret Key from the Paystack dashboard, click on "Dashboard" and then click on "Developers" tab. Scroll down to the "API Keys" section and click on "Generate live key" or "Generate test key" depending on your environment. Copy the generated Secret Key and paste it in the corresponding field in Perfex CRM settings.
Currency
Perfex CRM uses the currency set in the Paystack payment gateway to process payments. You can configure the currency by going to the Paystack settings in Perfex CRM and selecting the currency from the dropdown list.
Test Mode
Perfex CRM allows you to switch between test and live modes for Paystack payment gateway. You can enable test mode to test your payment gateway configuration without actually processing real payments. To enable test mode, go to the Paystack settings in Perfex CRM and toggle the test mode switch to the "on" position.
Payment Intent
Perfex CRM allows you to set the payment intent for Paystack payment gateway. You can choose between "Authorization" or "Charge" intent depending on your payment flow. To set the payment intent, go to the Paystack settings in Perfex CRM and select the desired intent from the dropdown list.
Redirect URL
When a customer initiates a payment on your website, Paystack redirects them to the redirect URL to complete the payment. You need to configure the redirect URL in Perfex CRM settings. Enter the URL in the corresponding field and click "Save" to save the changes.
Here are the features of the Paystack Payment Gateway for Perfex CRM:
- Allow customers to pay invoices using Paystack: The payment gateway allows customers to pay invoices using their credit card and other banking methods provided by Paystack.
- Secure payment details: The payment details submitted by the customer are secured by Paystack.
- Integrated payment flow: The module integrates Paystack and provides a payment flow that can be reviewed in the item's screenshots.
- Support for multiple currencies: The module supports other currencies (version 1.0.0b).
- Bug fixes: The module has bug fixes (version 1.0.0a and 0.3.0).
- Module improvement: The module has been improved (version 1.0.0).
Note that this payment gateway is not a standalone module and requires the Perfex CRM application to be installed, which can be purchased from CodeCanyon.
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