Introduction

NeroPAY is a secure and efficient payment gateway that enables businesses to process online payments seamlessly. This documentation outlines the steps required to integrate the NeroPAY payment gateway with Perfex CRM, ensuring a smooth transaction experience for customers.

Features

1. Secure online payment processing.
2. Supports multiple currencies, including GBP and EUR.
3. Instant Payment Notification (IPN) support for real-time transaction updates.
4. Seamless redirection for successful and failed transactions.
5. Easily configurable API credentials within Perfex CRM.

Prerequisites

Before proceeding with the installation, ensure you have the following:

1. A running instance of Perfex CRM.
2. NeroPAY Merchant Account with API credentials (Public and Secret Keys).
3. Administrative access to Perfex CRM.

Installation

Step 1: Upload the NeroPAY Payment Module

1. Download the latest version of the NeroPAY Payment Gateway module.
2. Extract the ZIP file and upload the contents to the modules directory in your Perfex CRM installation.
3. Ensure that the folder structure remains intact.

Step 2: Activate the Payment Gateway

1. Log in to your Perfex CRM Admin Dashboard.
2. Navigate to Setup > Payments > Payment Gateways.
3. Locate NeroPAY Payment Gateway and enable it.

Step 3: Configure API Credentials

1. Click on Settings for NeroPAY.
2. Enter your Public API Key and Secret API Key from your NeroPAY merchant account.
3. Define the supported currencies (e.g., GBP, EUR).
4. Save the changes.

Payment Workflow

The payment process follows these steps:

1. A client selects Pay Now on an invoice within Perfex CRM.
2. The system redirects the client to NeroPAY’s secure payment page.
3. The client enters their payment details and confirms the transaction.
4. Upon success, the system records the payment and updates the invoice status.
5. If the payment fails or is cancelled, the client is redirected back to the invoice page with an error message.

Instant Payment Notification (IPN)

NeroPAY sends real-time transaction status updates via IPN. The module processes these notifications and updates invoice statuses automatically.

Handling IPN Requests

Perfex CRM listens for IPN messages at:

When NeroPAY sends an IPN message:

1. The system verifies the transaction signature.
2. If valid, the payment is recorded, and the invoice is marked as Paid.
3. If invalid, the system logs the issue and does not update the invoice.

Troubleshooting

404 Error After Payment

1. Ensure that the module files are correctly uploaded.
2. Verify that NeroPAY Gateway is enabled in Payment Gateways settings.

Payment Not Updating in Perfex CRM

1. Check if the IPN URL is correctly set in your NeroPAY merchant account.
2. Ensure your Secret API Key matches the one in Perfex CRM.
3. Look at the system logs for error messages.

Additional Configuration

For businesses requiring customised payment workflows, developers can modify the Neropay_gateway.php file located in modules/controllers/.

Conclusion

By integrating NeroPAY with Perfex CRM, businesses can offer a seamless and secure payment solution. If you encounter any issues, refer to the troubleshooting section or contact NeroPAY support for assistance.

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