Multi-Currency Conversion & Exchange Rate Manager - Smart Payment for Perfex CRM

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Professional Multi-Currency Conversion & Exchange Rate Manager module for Perfex CRM. Automatically converts invoice currencies during online payment checkout (PayPal, Stripe, Bank Transfer), locks historical exchange rates on invoices, and preserves original item currency records.

SKU smartpayment

The Multi-Currency Conversion & Exchange Rate Manager (Smart Payment for Perfex CRM - smartpayment) module empowers Perfex CRM business owners to seamlessly accept cross-border multi-currency payments. It solves the common limitation where online payment gateways (like PayPal or Stripe) only accept specific base currencies, automatically converting non-USD invoice balances to the target gateway currency during checkout while preserving the original invoice records.

Core Features & Subsystems

1. Automatic Multi-Currency Checkout Conversion

  • Seamless Gateway Bridge: Automatically converts customer invoice balances in non-supported currencies (e.g., VND, EUR, GBP, AUD) to the gateway's base currency (e.g., USD) at checkout time.
  • Preserve Original Invoice Records: Line items, invoice totals, and customer billing histories remain strictly in the customer's native currency while gateway transactions process in target currencies.

2. Historical Exchange Rate Locking & Audit Trail

  • Transaction Rate Locking: Captures and permanently locks the exact exchange rate used at the moment of payment inside the invoice ledger (tblsmart_payment_exchange_rates).
  • Fixed Administrative Rates: Configures custom fixed exchange rates per currency pair directly in Perfex CRM settings to avoid reliance on fluctuating third-party APIs.

3. Developer Hooks & Frontend Conversion Notice Engine

  • Extensible Hooks API: Provides smart_payment_get_exchange_rate and smart_payment_convert_currency filters for custom module developers.
  • Public Conversion Notices: Injects real-time currency conversion notice banners directly on public client payment pages (payment_gateway_head).

System Architecture & Data Flow

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]
Why are some modules, plugins, or products not available for direct purchase on the site?

For products sold outside the site - for example, polyxgo on Envato (CodeCanyon.net) - we are the exclusive authors under Envato’s platform. These products can only be sold and supported on Envato. Therefore, you cannot purchase them elsewhere if you wish to receive our official support and updates.

My Envato support period has expired. Can I still receive assistance?

Even if your support period has ended, we will still answer your current technical questions related to the module. However, for any requests that involve bug fixing, troubleshooting, integration, or hands-on assistance, you will need to renew your support first. We hope you understand this requirement. More details: https://help.market.envato.com/hc/en-us/articles/208191263-What-is-Item-Support

Can I get support if I only need to integrate some features from a module or plugin?

Yes. We handle feature integration based on customer requirements and descriptions. If a module has the features you need, you can send a separate request to polyxgo@gmail.com

How do I download and install the product?

You can download the product through the purchase receipt or your account dashboard right after you log in at https://headrandom.com/account/login. Installation steps are included in the documentation folder.

For products on Envato (Codecanyon) access the Download section after you log in.

Do you provide installation or setup support?

Yes, we provide basic installation and setup support for all purchased products.

Can I use the product on multiple sites?

Usage depends on the license type. Standard licenses typically allow one installation per purchase.

How do I receive updates after purchase?

Updates are delivered through your account dashboard or marketplace where you purchased the product.

What should I do if I encounter an error or conflict?

Please send us details, screenshots, and steps to reproduce the issue so our support team can assist you. You can create tickets on the system or email polyxgo@gmail.com.

How long does technical support last after purchase?

Support duration follows the policy of the marketplace or package you purchased, typically 6–12 months.

Do you provide documentation or a user guide?

Yes, all products include documentation to help you install and use the features. The data is connected to the system for each corresponding product project, and the documentation always provides the latest feature information and instructions from the project.

Can I request customization or additional features?

Yes, we offer custom development based on your requirements. For products sold exclusively and features already available on products listed on Envato, we integrate the additional features and update them through Envato. Only completely different features that require separate handling based on specific business workflows will be processed as a standalone service according to your detailed requirements.

Is there a demo site available for testing?

Yes, we provide a live demo so you can test features before purchasing.

How do I renew support after it expires?

You can renew support through your marketplace account or by contacting us directly.

What We're Working On

Primary Base Payment Currency Switcher (Aug 13, 2026) In Progress

Allows administrators to set custom primary base payment currencies per payment gateway.

Aug 13, 2026
Calculating...
Public Currency Reference Table & Live Conversion Calculator (Aug 13, 2026) In Progress

Displays real-time currency exchange rate tables on client invoice payment pages for customer reference.

Aug 13, 2026
Calculating...

Recent Releases

v1.0.0 (06/10/2025)
NEW
-Release version & free version.
-Seamless integration with PerfexCRM system for automatic currency conversion.
-Multi-currency online payment processing with automatic USD conversion for non-USD items.
-Exchange rate storage and tracking at the time of payment in invoices.
-Preservation of original item currency records while processing payments in different currencies.
FIXED
-Fixed exchange rate management system for various currencies within PerfexCRM.
OTHER
-Support for automatic conversion between USD and other currencies for offline or bank transfer payments.

Looking for full roadmap, documentation, or interactive release logs?

Explore Our Project Portal

Non-profit organizations, charities, and community initiatives supporting elderly people, children, people with disabilities, and other vulnerable groups are always welcome to reach out to us.

If your organization uses Perfex CRM and requires any of our modules, plugins, or related products, we will gladly provide assistance with installation, customization, training, and long-term operation.

As part of our commitment to supporting meaningful social impact projects, we offer lifetime free support for all products used by eligible non-profit organizations. Our goal is to help you streamline operations, reduce technology costs, and focus more resources on serving your community.

For inquiries and support, please contact us at polyxgo@gmail.com. We will do our best to assist your organization as quickly as possible.

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