Square Payment Gateway for Perfex CRM

Note: This is a module designed for Perfex CRM. It is not a separate script.

Description

Integrate the powerful Square Payment Gateway into your Perfex CRM system with this module. Perfect for businesses seeking a secure, fast, and reliable way to accept online payments directly from invoices generated in Perfex CRM.

With this module, you can seamlessly accept payments from your clients through Square, enabling smoother transactions and better financial management.

Key Features:

1. Seamless Integration: Easily integrate Square’s payment processing with your Perfex CRM setup.
2. Invoice Payments: Allow clients to pay invoices directly using Square.
3. Secure Transactions: All payment data is processed securely using Square’s PCI-compliant payment system.
4. Multi-Currency Support: Accept payments in multiple currencies supported by Square.
5. Real-Time Payment Updates: Automatically update invoice statuses upon successful payment.
6. Sandbox Mode: Test payments securely before going live.
7. Easy Configuration: User-friendly settings page for API key and credentials.

Installation Guide:

1. Log in to PerFex CRM as an administrator.
2. Navigate to Setup > Modules.
3. Select the extracted upload.zip at Module installation selection prompt and press Install.
4. You’re all set!

Customer Support

Your satisfaction is our priority! Reach out to us for any queries, support requests, or bespoke solutions.

• Support Hours: Monday – Saturday
• Response Time: Guaranteed within 1-2 business days
• Connect with us via our Support Portal

Change Log

Version 1.0.0

• Initial release