Offline Payment Gateway Module for Perfex CRM Documentation ☰

Introduction

This documentation provides complete guidance on the installation, configuration, and usage of the Offline Payment Gateway Module for Perfex CRM. This module allows authorized staff members to create custom & offline payment methods and manage customer-submitted payment requests tied to invoices.


Designed as a plug-and-play add-on, this module streamlines the offline payment process by enabling customers to submit payment details via configured forms. Admins can review, approve, or reject each request—ensuring flexibility in accepting payments beyond online gateways.

System Requirements

  • Perfex CRM v3.1.0 or higher

Installation

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

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

Module Activation

Usage

Once the module is installed and activated, follow these steps to use it effectively:

  • Accessing the Offline Payment Gateway Panel
    • After logging in as an admin or staff user (with appropriate permissions), navigate to the Manual Gateway section from the left sidebar.
    • Manual Payment Gateway Module
  • Creating Gateway
    • Add name of payment gateway.
    • Fill in the payment instruction or description using the rich text editor.
    • Create dynamic form using from builder.
      • Input Type (Text, Textarea, File, Email, Date, Number)
      • Required (True, False)
      • Width (25%, 50%, 75%, 100%)
    • Manual Payment Gateway Module
  • Select gateways on Invoice Create or Edit
  • Customers will see allowed methods
  • After customer select payment method, They will be displayed dynamic form and details
  • After customer submit payment form, Admin will be notified with in-app notification
  • Admin will be able to see all pending requests
  • The admin will be able to update the status to either Approve or Reject If Rejected, a field will appear allowing the admin to enter a rejection reason, which will then be visible to the customer in their dashboard.
  • Approved and Rejected logs are displayed separately so it cause no confusion.
  • Customer dashboard will have all types of alerts (Pending, Approved and Rejected).

Frequently Asked Questions (FAQ)

  • Can I select multiple gateways while creating or editing an invoice?
  • Yes, you can select one, multiple, or none of the available payment gateways when creating or editing an invoice.
  • Does this module support invoice-specific payment requests?
  • Yes. Customers can only submit payment requests linked to existing invoices, ensuring accurate payment tracking.
  • Can I customize the payment request form fields?
  • Absolutely. Admins can define custom fields for each gateway, allowing flexibility in collecting required payment details.
  • Will customers be notified after admin action?
  • Yes. Customers receive in-app notifications when their payment request is approved or rejected, along with the rejection reason if applicable.
  • Will admin be notified after customer submits request?
  • Yes. Admin receive in-app notifications.
  • Do I need coding knowledge to use this module?
  • No. This module is fully plug-and-play. You just need to upload, activate, and configure it via the admin panel.
  • Do I need to modify any core files in Perfex CRM?
  • No. This module is self-contained and does not require any core file modifications.
  • Is this module compatible with all Perfex CRM versions?
  • Yes. This module works with all Perfex CRM versions starting from 3.1.0 and above.
  • What happens if I uninstall the module?
  • Uninstalling the module will remove its functionality, but no invoice or core CRM data will be affected.
  • Does this module support multiple languages?
  • The module is translation-ready and comes with an English language file by default. You can easily add other languages by copying and translating the provided language file.
  • Are updates included?
  • Yes. All future updates are included and will be available via your CodeCanyon account under downloads.

Support

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

Update

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

  • Extract the main .zip file and locate the manual_payment_gateway.zip file.
  • Log in to the Perfex CRM admin panel as an administrator and go to Setup → Modules.
  • Click Choose File and select the manual_payment_gateway.zip
  • Click Install to complete the process.
Manual Payment Gateway Module Update

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

Manual Payment Gateway Module Update

Changelog

VERSION 1.0.1

  • Minor Bug & Design Fixing
  • Module Repackage

VERSION 1.0.0 – Initial Release