Manual Payment Gateway Module for Perfex CRM

The Manual Payment Gateway Module for Perfex CRM enables staff to define custom offline payment methods and manage payment requests submitted by customers directly from their invoice view. Whether it’s bank transfers, UPI, or any alternative method, this module offers full flexibility in collecting payments outside standard gateways. Built as a plug-and-play add-on, it features a clean and intuitive interface that matches Perfex CRM’s native design and flow seamlessly—ensuring a consistent experience for both staff and customers. No core file modifications are required, and setup is quick and straightforward through the module manager. Admins can configure individual payment methods, set charges and limits, and use a form builder to define the fields customers must complete when submitting a payment. Each request can be approved or rejected with optional feedback visible in the customer dashboard. How it works :

• Create manual payment gateway from the admin panel.
• Select one or more gateways while creating or editing an invoice.
• Customers will only see the allowed manual payment options on their invoice view.
• After selecting a method, a dynamic form and instructions will be displayed to the customer.
• Once the customer submits the payment form, the admin is notified via in-app notification.
• Admins can view all pending payment requests under the module section.
• The admin can update the status to either Approve or Reject. If Rejected, a reason can be added, which will be shown on the customer’s dashboard.
• Approved and Rejected logs are organized in separate tabs to avoid confusion.
• The customer dashboard displays status for all requests: Pending, Approved, and Rejected.

Features

• Seamless integration with Perfex CRM (v3.1.0 and above)
• Custom form builder for each payment method
• Fully integrated with the invoice system and notification alerts
• Select one or multiple manual gateways while creating/editing invoices.
• Receive in-app notifications for every new payment request.
• Dedicated admin panel to manage all pending, approved, and rejected requests.
• Option to approve or reject requests with custom rejection reasons.
• Separate tabs for Pending, Approved, and Rejected logs for easy tracking.
• Customers can track request status in their dashboard.
• Clean and minimal UI that matches Perfex CRM’s design
• Quick installation and setup – no coding knowledge required
• No core file modifications – fully modular and update-safe

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

• Instant access to all plugins and all themes including all future releases
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
• Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.