Manual Payment Gateway Module for Perfex CRM

The Manual Payment Gateway Module for Perfex CRM enables staff to define custom offline payment methods and manage payment requests submitted by customers. This module offers full flexibility in collecting payments outside standard gateways.

Built as a plug-and-play add-on, it features a clean and intuitive interface that matches Perfex CRM’s native design and flow seamlessly—ensuring a consistent experience for both staff and customers. No core file modifications are required, and setup is quick and straightforward through the module manager.

Admins can configure individual payment methods, set charges and limits, and use a form builder to define the fields customers must complete when submitting a payment. Each request can be approved or rejected with optional feedback visible in the customer dashboard.