Valorpaytech Payment Gateway Module for Perfex CRM

Introduction

Perfex CRM is a powerful and flexible customer relationship management platform that helps businesses streamline their sales, marketing, and customer service operations. To take your business to the next level, it's essential to integrate a payment gateway module that allows your clients to make secure online payments directly within the CRM system. This is where the ValorPayTech Payment Gateway Module comes in.

ValorPayTech is a cutting-edge payment gateway that offers a secure, reliable, and scalable solution for accepting online payments. The module is specifically designed for Perfex CRM, making it easy to integrate and configure. In this tutorial, we'll guide you through the step-by-step process of setting up and using the ValorPayTech Payment Gateway Module for Perfex CRM.

Getting Started

Before you begin, make sure you have:

1. A Perfex CRM account with the required permissions to install and configure modules.
2. The ValorPayTech Payment Gateway Module downloaded and installed from the Perfex CRM Marketplace or the ValorPayTech website.
3. Your ValorPayTech account created and configured with the required settings.

Step 1: Configure the ValorPayTech Payment Gateway Module

1. Log in to your Perfex CRM account and navigate to the Modules section.
2. Click on the ValorPayTech Payment Gateway module and click on the Configure button.
3. Enter your ValorPayTech API username, API password, and merchant ID in the required fields.
4. Select the currency and timezone for your business.
5. Configure the payment methods (credit cards, PayPal, etc.) and set the minimum and maximum allowed payment amounts.
6. Click Save to save your settings.

Step 2: Create a Payment Template

1. Navigate to the Templates section and click on the Payment template.
2. Click on the Create button to create a new payment template.
3. Enter a name for the template (e.g., "Invoice Payment") and select the template type (e.g., "Invoice").
4. Set the payment method(s) for the template (e.g., credit card, PayPal).
5. Configure the payment amount, fee, and currency for the template.
6. Click Save to save your payment template.

Step 3: Create a Payment Request

1. Navigate to the Activities section and click on the Create button.
2. Select the payment template you created in Step 2.
3. Enter the payment request details, such as the customer's name, address, and payment amount.
4. Select the payment method(s) for the payment request.
5. Set the payment due date and payment status (e.g., "Pending").
6. Click Save to save your payment request.

Step 4: Process a Payment

1. Navigate to the Activities section and find the payment request you created in Step 3.
2. Click on the Process Payment button.
3. The payment request will be redirected to the ValorPayTech payment gateway.
4. Enter the payment details, such as the credit card number, expiration date, and security code.
5. Click Pay Now to complete the payment.
6. The payment status will be updated in the Perfex CRM activity log.

Step 5: View Payment Status

1. Navigate to the Activities section and find the payment request you processed in Step 4.
2. Check the payment status in the activity log.
3. The payment status will be updated in real-time as the payment is processed by the ValorPayTech payment gateway.

Conclusion

The ValorPayTech Payment Gateway Module for Perfex CRM is a powerful and user-friendly solution for accepting online payments directly within your CRM system. By following the steps outlined in this tutorial, you can set up and use the module to streamline your payment processing operations and improve your business efficiency.