Guide to Install and Use Multi-Currency Exchange Manager (Smart Payment) for Perfex CRM

Learn how to install, configure, and manage currency exchange conversion using the Multi-Currency Conversion & Exchange Rate Manager (Smart Payment for Perfex CRM - smartpayment) module.

Quick Installation Guide

Download the module ZIP archive (smart_payment.zip).
Log in to your Perfex CRM Admin dashboard and navigate to Setup > Modules.
Upload smart_payment.zip and click Activate.
Access the Setup > Settings > Smart Payment menu to configure exchange rate conversion pairs.

System Architecture & Currency Pipeline

graph TD
    A[Client Views Public Invoice Payment Page] --> B[Smart Payment Intercepts Gateway Checkout Head Hook]
    B --> C[Fetch Fixed Exchange Rate from tblsmart_payment_exchange_rates]
    C --> D[Calculate Converted Target Payment Amount]
    D --> E[Render Conversion Notice & Update Gateway Checkout Button]
    E --> F[Client Completes Payment via PayPal / Gateway]
    F --> G[Record Transaction Payment with Locked Historical Exchange Rate]

Dynamic Exchange Rates & Invoice Lock Matrix

graph TD
    A[Admin Configures Currency Pair Exchange Rates] --> B[Save Pair Rates to Perfex DB Table]
    B --> C[Incoming Payment Checkout Request]
    C --> D{Currency Match Check}
    D -->|Same Currency| E[Pass Direct Unconverted Amount to Gateway]
    D -->|Different Currency| F[Apply Conversion Rate & Lock Rate into Invoice Record]
    F --> G[Generate Payment Receipt with Conversion Notes]

Multi-Gateway Checkout Conversion Flow

graph TD
    A[Payment Gateway Request Initiated] --> B[Filter Hook payment_gateway_head Triggered]
    B --> C[Inject Smart Payment Dynamic Rate Conversion Panel]
    C --> D[Pass Converted Amount Payload to Gateway Processing API]
    D --> E[Receive Successful Gateway Transaction Webhook]
    E --> F[Update Perfex Invoice Status to Paid]