CRM Module Installation Guide
Updated Perfex CRM ZiniPay Module Installation Guide
Install the updated ZiniPay module package for Perfex CRM invoice payments.
Perfex CRM ZiniPay Module overview
This updated Perfex CRM package provides ZiniPay payment support for invoices and service billing workflows.
This guide is written for Bangladesh businesses that want a practical ZiniPay integration path for crm module. It covers the installation flow, required setup, verification checkpoints, and internal links you may need before going live.
Why use Perfex CRM ZiniPay Module with ZiniPay?
Perfex CRM ZiniPay Module helps connect your existing platform with ZiniPay so customers can complete local payment flows while your business keeps order, invoice, balance, membership, course, or service delivery tied to payment verification.
The main search intent for this page is Perfex CRM ZiniPay module. Related users are usually looking for a reliable payment gateway plugin, module, SDK, or app that works with Bangladesh payment automation and can reduce manual payment checking.
Installation steps
- 1. Download the updated Perfex CRM module ZIP file.
- 2. Go to your Perfex CRM installation directory.
- 3. Upload the downloaded file to this directory.
- 4. Extract the contents of the ZIP file.
Configuration steps
- 1. Log in to the Perfex CRM admin panel.
- 2. Go to Setup > Settings > Payment Gateways.
- 3. Find BD Payment Methods in the available payment gateways list.
- 4. Enable the gateway, configure display options, and save.
How the payment flow works
- 1. Client opens an invoice.
- 2. Client pays using the ZiniPay gateway.
- 3. Perfex CRM updates invoice payment state after verification.
SEO keywords covered in this guide
This page targets Perfex CRM ZiniPay module and related integration searches such as Perfex CRM ZiniPay module, Perfex CRM payment gateway, BD Payment Methods Perfex, ZiniPay invoice payment. The content is structured around setup instructions, verification flow, platform requirements, and practical merchant use cases.
FAQ about Perfex CRM ZiniPay Module
Do I need a ZiniPay account?
Live payment flows usually require a ZiniPay merchant account or API credentials. SDKs may include sandbox values for testing.
Can it support local payment automation?
Yes. Use Perfex CRM ZiniPay Module as part of a ZiniPay workflow when your business needs bKash, Nagad, Rocket, or other supported local payment methods with backend verification.
Should I verify payment before delivery?
Yes. Always verify payment status before updating an invoice, order, membership, course access, or SMM panel balance.