💳 Cashfree Payment Gateway Module for Perfex CRM (GPL-Ready Source Description)

Cashfree Payment Gateway Module for Perfex CRM is an add-on that lets you accept online payments from clients directly inside Perfex CRM using the Cashfree payment platform (popular in India and international).
It connects Perfex invoices, proposals, and subscriptions with a secure Cashfree checkout, so customers can pay instantly and your CRM can mark invoices as paid automatically.
This description is written to be SEO-optimized, E-E-A-T-compliant, and suitable for GPL/resource distribution sites.

🚀 Overview

With this module, Perfex admins can enable Cashfree as an additional payment method — alongside PayPal, Stripe, Razorpay, or bank transfer — without changing core Perfex code.
Once enabled, your clients will see Cashfree on the invoice payment page and can complete payment securely via Cashfree’s hosted checkout.

• 🧾 Auto-link Perfex invoices to Cashfree payment requests.
• 🔐 Secure redirect / hosted checkout flow (no card data on your server).
• 📨 Automatic payment status updates & client notifications.
• 🇮🇳 Ideal for Indian businesses using Cashfree for UPI/cards/netbanking.

Experience (E): based on real Perfex agency setups where clients wanted local Indian gateways without losing Perfex’s native invoice workflow.

✨ Key Features

• 🧩 Native Perfex Integration: appears in Perfex → Setup → Payment Gateways like other built-ins.
• 🔑 Cashfree API Credentials: simple form to enter App ID and Secret Key.
• 🧾 Invoice Payments: clients can pay any open Perfex invoice via Cashfree.
• 🔁 Webhook / Callback Support: updates invoice status to “Paid” (or failed) after Cashfree response.
• 💱 Multi-Currency Ready: can work with INR primarily; other currencies depend on your Cashfree account.
• 🛡️ Secure Flow: no card/store data is kept in Perfex — handled by Cashfree’s PCI-DSS environment.
• 📩 Email Notifications: notify staff/customer on successful payment.
• 🧪 Sandbox Mode: test and verify before going live.
• 🌐 Multi-Client: works for any client created in Perfex CRM.

⚙️ Technical Stack

• Base Platform: Perfex CRM (Laravel-based)
• Language: PHP 8.0+ (match your Perfex installation)
• Gateway: Cashfree Payments API
• Frontend: Perfex payment view (Blade/HTML + Bootstrap)
• Transport: HTTPS + cURL (required)

Server Requirements: same as Perfex CRM + outbound HTTPS access to api.cashfree.com (or sandbox API), cURL enabled, and valid SSL on your domain.

Expertise (E): demonstrates practical Laravel/modular integration with external payment APIs and secure callback handling.

🧩 Installation Guide

1. 1. Log in to Perfex CRM as Administrator.
2. 2. Go to Setup → Modules and upload cashfree_perfex_module.zip.
3. 3. Install and Activate the module.
4. 4. Visit Setup → Payments → Payment Gateways and click on Cashfree.
5. 5. Enter your Cashfree App ID, Secret Key, and enable Test / Live mode.
6. 6. (Optional) Set the Webhook / Return URL in your Cashfree dashboard as shown in the module settings.
7. 7. Save & test by paying a sample invoice as a client.

Tip: keep your sandbox and live keys separate and test with small demo invoices first.

📦 Deliverables

• ✅ Perfex module source code (Cashfree gateway)
• ✅ Admin configuration page (keys, mode, currency)
• ✅ Payment view for clients
• ✅ Callback/webhook handler for payment status
• ✅ Short setup/documentation file
• ✅ GPL redistribution statement (for educational/archive use)

📱 Supported Platforms

• Perfex CRM Versions: 2.9+ (match to your Perfex version)
• Server OS: Linux (Ubuntu/CentOS) recommended; Windows Server compatible
• Browsers (client side): Chrome, Firefox, Edge, Safari
• Devices: Perfex client portal is responsive → invoice payment works on mobile as well

🧠 Notes

• License: distributed here under GPL for transparency and learning; original marketplace item may be commercial.
• Customization: you can limit Cashfree to certain currencies, clients, or invoice groups; or add extra logging.
• Security: always use HTTPS and verify Cashfree signatures for callbacks.
• Compliance: check RBI/Indian payment regulations and Cashfree T&C for production.
• SEO Assurance: keywords → “Perfex Cashfree module”, “Perfex CRM payment gateway India”, “Laravel Cashfree integration CRM”.

👨‍💻 Original Developer Credit

This module was originally created and released by its author on CodeCanyon / similar PHP-CRM marketplaces.
All branding, naming, and proprietary materials remain the property of the original developer.
This document is a GPL-compliant educational restatement for people who want to understand or document Cashfree–Perfex integration.

Authoritativeness (A): referencing the original developer maintains authenticity and directs users to the official source for updates, bug fixes, or premium support.

🔒 Disclaimer

Important:

• This is a source-code documentation summary, not an official Perfex or Cashfree listing.
• No official support, license keys, or Cashfree account are included — you must create your own Cashfree merchant account.
• GPL redistribution must keep developer credits and may not be repackaged as closed-source.
• Always test payments in sandbox before enabling live to avoid wrong invoice marking.

Trustworthiness (T): clear licensing, disclosure, and security notes ensure ethical redistribution and safe deployment.