Description
Payfast Payment Gateway Module for Perfex CRM
Overview of PayFast Module
- PayFast payment gateway for Perfex CRM will allow your customers to pay invoices using PayFast with credit card and other banking methods that PayFast provides. PayFast 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 PayFast.
- The modules integrates PayFast Custom 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 payfast.zip that you downloaded from codecanyon & click install.
- Activate the plugin.
- Go to Perfex > Settings > Payment Gateways tab to configure the plugin options.
Our online Documentation will help you upload and activate the module inside Perfex CRM.
Step by step procedure
1. Login to Perfex as an Admin and go to SETUP>>MODULE.
2. And upload the .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>>PAYFAST
5. Enable the Payfast payment gateway option to activate its functionality and use it for payments.
6. Save your settings and you are ready to use Payfast Payment Gateway on Perfex CRM.
7. Now you can select “Payfast” payment gateway option while creating the invoice.
8. After completing all above points your client may see Payfast option on invoice detail page.
9. You client may select Payfast option, which redirects them to Payfast secure portal to complete the payment.
10. After completing the payment a payment receipt will be generated in PDF format.
