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- Effortlessly manage overdue invoices with our automated Wallet Module for Perfex CRM. Seamless funding, secure automatic payments, and detailed transaction logs ensure financial stability. Tailored configurations and intuitive interface simplify complex tasks.
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.
