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- Our Wallet Module for Perfex CRM introduces an automated system
Our Wallet Module for Perfex CRM introduces an automated system that seamlessly handles overdue invoices. Enjoy hassle-free, timely payments, ensuring uninterrupted financial flow for your business and clients.
Experience effortless management, mitigate delays, and enhance financial stability within your Perfex CRM ecosystem.
Key Features:
Seamless Wallet Funding: Effortlessly fund your wallet through existing payment gateways, ensuring swift and secure transactions.
Automated Invoice Payment: Say goodbye to manual payments! Enable automatic processing of recurring invoices, ensuring continuous payment through the client’s wallet balance.
Enhanced Security: Safeguard client balances with encryption, preventing unauthorized manipulation and ensuring utmost security.
Tailored Configurations: Customize the module to align with your business requirements, offering adaptable settings for optimal functionality.
Intuitive Interface: Navigate through financial operations effortlessly with our user-friendly interface, simplifying complex tasks.
Transparent Transaction Logging: Gain complete transparency with detailed transaction histories, providing clear insights into cash flow with each transaction accompanied by its respective invoice.
Requery: Ensure no payment is lost by requerying broken transaction right from your Perfex dashboard.
Reversal: auto reversal of payment removed from an invoice paid with the wallet (does not reverse payments for funding of wallet).
Withdraw: when enabled, customers can make withrawal request.
