Manual Payment Gateway Module for Perfex CRM

Note: This is a security module for Perfex CRM. It is not a standalone script and requires Perfex CRM to function.

Overview

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.

Demo

Admin Login: https://perfex.codeonstring.com/admin
Email: admin@example.com
Password: 123456789

Customer Login: https://perfex.codeonstring.com/login
Email: customer@example.com
Password: 123456789

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

What’s Included

• Manual Payment Gateway Module
• Documentation
• Free lifetime updates and 6 months support

Requirements

• Perfex CRM version 3.1.0 or higher

Frequently Asked Questions

Yes, you can select one, multiple, or none of the available manual payment gateways when creating or editing an invoice.

Yes. Customers can only submit manual payment requests linked to existing invoices, ensuring accurate payment tracking.

Absolutely. Admins can define custom fields for each manual gateway, allowing flexibility in collecting required payment details.

Yes. Customers receive in-app notifications when their payment request is approved or rejected, along with the rejection reason if applicable.

Yes. Admin receive in-app notifications.

Uninstalling the module will remove its functionality, but no invoice or core CRM data will be affected.

No. This module is fully plug-and-play. You just need to upload, activate, and configure it via the admin panel.

No. This module is self-contained and does not require any core file modifications.

Yes. This module works with all Perfex CRM versions starting from 3.1.0 and above.

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.

Yes. All future updates are included and will be available via your CodeCanyon account under downloads.

Yes, a full installation and configuration guide is included in the download bundle.

Documentation

For detailed instructions on installation and configuration, please refer to the online documentation at: https://perfex.codeonstring.com/mpg-documentation

Support

Comprehensive documentation is included. For further assistance, feel free to reach out to us at codeonstring@gmail.com

Change Log

Version 1.0.0
    - Initial Release