Redeys Payment Module for Perfex CRM Documentation ☰

Introduction

This documentation provides complete setup and usage instructions for the Redsys Payment Module.


These add-on is designed to plug directly into Perfex CRM, allowing you to offer redsys payment gateway with multiple payment options to your customers with minimal setup. This module ensures fast transactions, secure data handling, and an improved payment experience for customers.

System Requirements

  • Perfex CRM v3.1.0 or higher

Installation

Required Information :

  • Merchant Code
  • Terminal
  • Secret Key
  • Currency Code (ISO-4217)

Get Credentials :

  • Contact your bank’s merchant services team (or Redsys directly)
  • Give them your urls for payment results
    • Notification URL : https://domain.com/redsys/notify
    • Success URL : https://domain.com/redsys/success
    • Failure URL : https://domain.com/redsys/failure

Installation :

Installing the payment gateway is quick and simple, It takes just a few minutes :

  • Extract the main .zip file and locate the redsys.zip file.
  • Log in to the Perfex CRM admin panel as an administrator and go to Setup → Modules.
  • Click Choose File and select the redsys.zip
  • Click Install to complete the process.
Redsys Module Installation

Once the module is installed, it will appear in the list of available modules below. Simply click the Activate button to enable it.

Redsys Module Activation

Configuration :

Once the module is installed and activated, you'll see two options, Deactivate and Settings. Click on the Settings button to quickly access the Redsys Payment Gateway

Redsys Module Activation

Alternatively, you can navigate to Setup → Settings → Payment Gateways and click on Redsys to access its configuration options, which include :

  • Merchant Code
  • Secret Key
  • Terminal
  • Currency Code (ISO-4217)
  • Card
  • Cash
  • Bank Transfer
  • Deferred Card Payment
  • Bizum
  • Paypal
  • iUPAY
  • X-PAY
  • Currencies – Comma-separated list of supported currencies. Refer to the Perfex CRM documentation for more information.

Note : Ensure that the selected currencies, currency code and payment method are properly configured and enabled in your Redsys dashboard.

Redsys Module Activation

Testing :

Test Card : 
Card : 4548812049400004
Expiry: 12/26
CVV: 123

Usage

Once the modules are installed and configured, using them within Perfex CRM is seamless :

  • Invoice Generation
    • Create or view any invoice under Sales → Invoices
    • Ensure the invoice status is Unpaid
  • Customer Payment
    • When a customer views the invoice from their portal, they will see available payment methods (Redsys).
    • Customer can choose their preferred gateway and proceed with the payment.
  • Payment Processing
    • After a successful payment, the invoice status is automatically updated to Paid
    • Payment details are logged under the Invoice → Payments tab for tracking.
  • Failure or Cancellation
    • If a transaction fails or is canceled, the customer is redirected to the invoice with an appropriate status message.
    • No payment is recorded unless confirmation is received from the gateway.
  • Admin Review
    • Admin can view all successful transactions in Sales → Payments

Frequently Asked Questions (FAQ)

  • Do I need coding knowledge to use these modules?
  • No. These modules are plug-and-play. You only need to upload, activate, and configure the credentials provided by the payment gateway.
  • Do I need to modify any core files in Perfex CRM?
  • No. All modules are plug-and-play. No core files are touched or modified.
  • What happens if a payment fails?
  • If a transaction fails, the customer will be redirected to the invoice with a failure message. No payment will be recorded unless confirmation is received from the gateway.
  • Will this work with all Perfex CRM versions?
  • Yes, these module is compatible with all versions of Perfex CRM starting from version 3.1.0 and above.
  • Can I test transactions before going live?
  • Yes, Redsys support test transactions. Just ensure that test mode is enabled both in the gateway's dashboard and in the corresponding settings within Perfex CRM.
  • Are updates included?
  • Yes, future updates for the included modules are free and will be available via your CodeCanyon downloads section.

Support

For support, please reach out to us at codeonstring@gmail.com. We will respond as soon as possible, typically within one working day.

Changelog

VERSION 1.0.0 – Initial Release