Mollie Sepa Module Documentation
Table of Contents
- Upload & activate the module
- Mollie SEPA Module Settings
- Configure MPC Mollie SEPA module with your Mollie account
- Creating Invoice & getting paid Manually with Mollie SEPA payment method
- Creating Invoice & getting paid Automatically with Mollie SEPA payment method
Upload & Active The Module
1. Go to your Perfex CRM’s Admin area and select the following menu item: SETUP > MODULES.
2. Upload the .zip file of Mollie Sepa Module at the Module installation page and click INSTALL.
3. Find the newly installed module (MPC Mollie Sepa) and press ACTIVATE.
4. Once activated, you will be redirected to the Mollie Sepa Module activation page where you will have to enter the Purchase Key.
- That’s it! The module is activated
Mollie SEPA Module Settings
Once a module is activated, its settings can be found at SETUP > SETTINGS > PAYMENT GATEWAYS > MOLLIE SEPA of Perfex CRM menu.
Here you have the following options:
- You can activate or inactivate the module with Yes / No select option
- Edit the label of the module in the Label input
- In the API Key, you will have to enter the Live API Key that you get from Mollie Dashboard
- Activate or Inactivate Automatic payments
- Option to Select the Mollie SEPA payment method by default while creating an Invoice
Configure MPC Mollie SEPA module with your Mollie account
Now you need to configure Mollie SEPA Module with your Mollie Account to get it working. Follow these steps to configure:
- Log in to your Mollie Dashboard on the URL https://my.mollie.com
- On your Mollie Dashboard, Click on the Developers -> API Keys
4. Go back to the Mollie SEPA Module Settings in the Payment Gateways tab, which can be found in the Perfex CRM Settings. In the API Key enter the Live API Key, copied earlier from the Mollie Developers Dashboard. Save the settings.
4. Go back to the Mollie SEPA Module Settings in the Payment Gateways tab, which can be found in the Perfex CRM Settings. In the API Key enter the Live API Key, copied earlier from the Mollie Developers Dashboard. Save the settings.
There are two methods to get paid with Mollie SEPA
- Getting paid manually, each time the invoice is created, the Customer Contact will open the invoice and pay manually.
- The other method is getting paid Automatically, whenever the invoice is created, the payment will be deducted automatically from the Customer.
Creating an Invoice & getting paid Manually with the Mollie SEPA payment method
Creating an Invoice & getting paid Automatically with the Mollie SEPA payment method
2. Now go to the Customer Profile for which you want Automatic payment to be enabled. Select Customer -> Mollie SEPA
3. Select the Customer Contact here and click Save. Now you have to follow the above process to pay at least One Invoice Manually. Once the invoice is paid manually, the next invoices will be paid automatically.
5. As soon as the invoice is created, you will be notified about the successful automatic payment.
Once again, thank you so much for purchasing this module. We will be glad to help you if you have any questions relating to this module.
Please visit Support Ticketing Area in case you run under trouble and you need assistance. A member of our team will get back to you as soon as possible.