Custom & Offline Payment Gateway Module for Perfex CRM (Manual Gateway Builder)

Are you limiting your business because Perfex CRM doesn’t support your clients’ preferred payment methods? Standard gateways are great, but they don’t cover every scenario, especially local bank transfers, checks, or specific regional payment systems. This is where you need a flexible solution.

Introducing the Custom & Offline Payment Gateway Module for Perfex CRM (Manual Gateway Builder). This powerful module empowers you to break free from limitations and create any manual or offline payment method you can imagine. Stop losing clients due to payment friction and start offering the flexibility they demand.

With this tool, you can effortlessly build custom gateways directly within your Perfex CRM dashboard, complete with tailored instructions, custom fields, and display rules. It’s the ultimate solution for a truly global and adaptable invoicing system.

Key Features of the Manual Gateway Builder

Unlock the full potential of your Perfex CRM invoicing with a suite of powerful, easy-to-use features. Our module is designed to give you complete control over how you get paid.

• Unlimited Gateway Creation: Build as many custom and offline payment gateways as your business needs. There are no artificial limits.
• Advanced Custom Fields: Add text fields, text areas, and even file upload fields to your gateways to collect necessary payment information like transaction IDs or proof of payment.
• Dynamic Invoice Display: Automatically show detailed payment instructions on both the HTML and PDF versions of your invoices, ensuring clients know exactly how to pay.
• Country-Based Restrictions: Easily restrict specific payment gateways to certain countries, offering localized payment options only where they’re relevant.
• Custom Gateway Icons: Upload unique icons for each payment method to create a professional and easily recognizable checkout experience for your clients.
• Minimum/Maximum Amounts: Set minimum or maximum invoice amounts for a payment gateway to appear, perfect for managing high-value transactions like wire transfers.
• Multi-Language Ready: The module is fully compatible with Perfex CRM’s multi-language capabilities, allowing you to provide instructions in your clients’ native languages.

In-Depth Feature Analysis

Let’s dive deeper into the core components that make this module an essential tool for any serious Perfex CRM user. These are not just features; they are business solutions.

The Unlimited Manual Gateway Builder

The heart of this module is its intuitive gateway builder. You are no longer confined to the pre-built options. You can now create a payment method for literally any process.

Think about the possibilities: create a gateway for Bank Transfers, Wire Transfers, Check Payments, or even services like Wise or Payoneer. You simply give it a name, add your instructions, and it’s live. This flexibility is crucial for B2B transactions and dealing with international clients who may not use services like PayPal or Stripe.

Powerful Custom Fields for Verification

Simply providing instructions is often not enough. You need a way to track and verify manual payments. This is where our module’s custom fields become a game-changer.

You can add fields to your payment form to collect critical information. For example:

• Text Field: Ask for a ‘Bank Transaction ID’ or ‘Check Number’.
• Text Area: Allow clients to add notes or specific details about their payment.
• File Upload: The most powerful feature. Require clients to upload a screenshot of their payment confirmation or a photo of the deposit slip. This virtually eliminates payment disputes and simplifies your accounting reconciliation.

Smart Display & Restriction Rules

A smart invoicing system adapts to the client. This module allows you to implement intelligent rules for your gateways. The payment instructions you write are automatically embedded into the invoice, so your client has all the information they need in one place.

Furthermore, the country restriction feature is incredibly useful for international businesses. You can create a gateway for a specific European bank transfer service and set it to only appear for clients in EU countries. This declutters the payment options for other clients and provides a tailored, professional experience.

Who is This Module Perfect For?

This module is not just for one type of business. Its flexibility makes it an invaluable asset for a wide range of Perfex CRM users.

Agencies and Freelancers

Work with clients all over the world? Now you can easily accept payments via methods common in their regions. Create a gateway for Wise, Payoneer, or direct bank transfers and provide clear instructions to ensure you get paid on time, every time.

B2B Service Providers

Corporate clients often prefer traditional payment methods like wire transfers or company checks. With the Custom & Offline Payment Gateway Module, you can formalize this process directly within Perfex CRM, including fields for purchase order numbers or payment references.

Businesses in Developing Regions

If your business operates in a country where services like M-Pesa, bKash, or other mobile money platforms are popular, you can now integrate them. Create a manual gateway with instructions on how to pay using these services, complete with a field to enter the transaction code.

Local Businesses & Retailers

Do you offer in-store pickup or cash-on-delivery services? Create a ‘Pay at Store’ or ‘Pay Upon Delivery’ option. This module allows you to manage all your orders, both online and offline, through the unified Perfex CRM interface.

Why Choose This GPL Version?

You have choices when it comes to expanding your software’s capabilities. Here’s why our GPL-licensed version of the Custom & Offline Payment Gateway Module is the smartest choice for your business.

Unbeatable Value and Cost-Effectiveness

Official marketplaces often charge high prices for a single-site license, sometimes with recurring annual fees. We offer the exact same, feature-rich module at a fraction of the cost. This isn’t a ‘lite’ or limited version; it’s the full, premium code, made accessible for smart business owners.

The Freedom to Use and Innovate

Purchasing a product under the GPL license gives you unparalleled freedom. You can use this module on any and all of your personal or client Perfex CRM installations without needing to buy additional licenses. This is ideal for developers and agencies managing multiple websites, offering incredible long-term value.

Guaranteed Safe and Original Code

We understand the importance of security. The file you download from us is 100% original, untouched, and free from any malware or malicious code. We simply redistribute the software as permitted by the General Public License (GPL), giving you access to premium tools in a safe and affordable way.

Frequently Asked Questions (FAQ)

Here are answers to some common questions about the Custom & Offline Payment Gateway Module for Perfex CRM.

Is this module compatible with the latest version of Perfex CRM?

Absolutely. We ensure our modules are tested and compatible with the latest stable releases of Perfex CRM. We regularly update our files to maintain this compatibility as new versions of the core CRM are released.

Can I add a file upload field for payment proof with this manual gateway builder?

Yes, you can! This is one of the module’s most powerful features. When creating or editing a gateway, you can add a ‘File Upload’ field, allowing your clients to submit payment receipts, transaction screenshots, or deposit slips directly with their invoice.

Will the payment instructions I create appear on the client’s PDF invoice?

Yes. The module is designed to integrate seamlessly with Perfex CRM’s invoicing system. Any instructions you add to a custom gateway will be automatically displayed on both the HTML invoice view and the downloadable PDF version, ensuring your client always has the information they need.

How do I receive updates for this Perfex CRM module?

When you purchase from us, you get access to all future updates for one year. Whenever a new version is released by the original developer, we make it available for download in your account dashboard. You can then update the module manually within your Perfex CRM installation.

Can I restrict a custom payment gateway to be available only for specific countries?

Yes, this functionality is built-in. In the gateway’s settings, you’ll find an option to restrict its availability to a list of countries you select. This is perfect for offering localized payment options without cluttering the interface for your international clients.

Why is this module so much more affordable here?

Our business model is based on the GPL. The original developer has already been compensated for their work. We acquire the original plugin and redistribute it, as allowed by the license, passing the significant cost savings on to you. You get the same premium product without the premium price tag.

Is it safe to use a GPL version of this module?

It is 100% safe. We provide the original, unaltered files directly from the developer. Our downloads are scanned and verified to be free of any viruses, malware, or advertising code. You are getting the authentic tool, simply under a different distribution model.