YooKassa / YooMoney Payment Gateway Module for Perfex CRM

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

Overview of YooKassa Module

• YooKassa payment gateway for Perfex CRM will allow your customers to pay invoices using YooKassa with card and YooMoney wallets and, other banking methods that YooKassa provides. YooKassa 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 YooKassa.
• The modules integrates YooKassa Smart 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 yookassa.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 yookassa.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>>YooKassa

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

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

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

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

9. You client may select YooKassa option, which redirects them to YooKassa 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.w3developer.net/admin

Email Address   : admin@7edgetech.com

Passwrod    : 123456

Customer Login:
URL: 
https://pcrm.w3developer.net/login

Email Address   : yookassa@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 May 25, 2024

        Initial Release