Cashbill Payment Gateway Module for Perfex CRM

NOTE: This is not a standalone payment gateway module for Cashbill, the module requires Perfex CRM application installed which can be purchased here

Overview of Cashbill Module

• Cashbill payment gateway for Perfex CRM will allow your customers to pay invoices using Cashbill with credit card and other banking methods that Cashbill provides. Cashbill provides a quick and secure way of accepting payments from your customers.
• The Checkout form provides your customers a streamlined flow for initiating payments. The payment details submitted by the customer are secured by Cashbill.
• The modules integrates Cashbill Payment API, you can check the screenshots here in the item to get more familiar how the module payment flow will look after purchase.

Installation

• Go to Setup > Modules.
• Choose Cashbill.zip that you downloaded from codecanyon & click install.
• Activate the plugin.
• Go to Perfex > Settings > Payment Gateways tab to configure the plugin options.

Step by step procedure

1. Login to Perfex as an Admin and go to SETUP>>MODULE.

2. And upload the cashbill.zip file downloaded from codecanyon and click Install

3. After the module has been successfully installed, click on Activate to activate the module.

4. Go to SETUP>>SETTING>>PAYMENT GATEWAY>> Cashbill

5. Enable the Cashbill payment gateway option to activate its functionality and use it for payments.

6. Save your settings and you are ready to use Cashbill Payment Gateway on Perfex CRM.

7. Now you can select ” Cashbill” payment gateway option while creating the invoice.

8. After completing all above points your client may see Cashbill option on invoice detail page.

9. You client may select Cashbill option, which redirects them to Cashbill secure portal to complete the payment.

10. After completing the payment a payment receipt will be generated in PDF format.

Demo Site information:

Admin Login:

URL:  https://pcrm.azcoderslab.com/admin
Email Address   : admin@7edgetech.com
Passwrod    : 123456

Customer Login:

URL:  https://pcrm.azcoderslab.com/login
Email Address   : cashbill@7edgetech.com
Passwrod    : 123456

Need Any Assitance?

We are open to any help/support through our support email.

Please send us an e-mail to 7edgetech@gmail.com

Initial Release v-1.0.0 July 03, 2024

         Initial Release