## Documentation Index Access the complete documentation index at: https://www.zoho.com/in/books/help/llms.txt Use this file to discover all available documentation pages before proceeding. # Integrate Razorpay with Zoho Books Razorpay is a secure and efficient payment gateway that enables businesses to accept one-time and recurring payments through [multiple payment methods](https://razorpay.com/docs/payments/payment-methods/#supported-payment-methods), including credit cards, debit cards, net banking, UPI, and wallets. Integrating Razorpay with Zoho Books allows you to seamlessly collect payments from [various countries and currencies](https://razorpay.com/accept-international-payments/) and reconcile transactions. **Note:** * Transaction charges are applicable as per [Razorpay’s pricing policy](https://razorpay.com/pricing/). Zoho does not charge any additional fees. * To accept foreign currency payments, request Razorpay’s support team to enable international payments for your account. Once enabled, contact [support.india@zohobooks.com](mailto:support.india@zohobooks.com) to activate this feature in Zoho Books. The payments received in foreign currencies will be settled in INR. **Insight:** You may also be able to [claim input tax credit on Razorpay’s transaction fees](https://www.zoho.com/in/books/kb/gst/record-razorpay-transactionfees.html) if you’re registered under GST. Learn more about [input tax credit](https://www.zoho.com/in/books/academy/taxes-and-compliance/gst-input-tax-credit-rules.html) and if you’re eligible to claim it. ## Set Up Razorpay ### Connect Razorpay To get started, you will have to connect your Razorpay account with Zoho Books. If you don’t have an account, you can create one and proceed with the integration. To set up: * Go to _Settings_ and then select _Customer Payments_ under _Online Payments_. * Click **Set** **Up Now** next to _Razorpay_. You will be redirected to Razorpay’s login page. * Enter your **Email Address** or **Mobile Number**, and click **Next**. * Enter your **Password**, and click **Login**. * In the following page, click **Authorize**. You will have connected Razorpay with Zoho Books. ### Configure Webhooks After connecting Razorpay with Zoho Books, you will have to configure a webhook for Razorpay. This is to ensure that Zoho Books is notified about the payment statuses and payments do not fail to be recorded in Zoho Books. This involves copying the webhook URL from Zoho Books and then setting up webhooks in your Razorpay account. Learn why you should [configure webhooks for Razorpay](https://www.zoho.com/in/books/kb/payments/razorpay-webhook.html). To copy the webhook URL from Zoho Books: * Go to _Settings_ and select _Customer_ _Payments_ from _Online Payments_. * Click **Create a webhook to sync payment details with Zoho Books** next to _Razorpay_. ![Copy Webhook URL](/in/books/help/images/online-payments/razorpay/copy-url.png) * Copy the **Webhook** **URL** from the 4th step in the following pop-up. Once you have copied the webhook URL from Zoho Books, you can configure webhooks in Razorpay. To configure webhooks in Razorpay: * Log in to your [Razorpay dashboard](https://dashboard.razorpay.com). * Go to _Account & Settings_ and select the _Webhooks_ under _Website and app settings_. * Click **Add New Webhook**. * Paste the **URL** copied from your Zoho Books account in the **Webhook URL field**. * Check **payment.authorized** and **payment.captured** under _Payment Events_. * Click **Create Webhook**. ![Create Webhook](/in/books/help/images/online-payments/razorpay/webhooks.png) You will have created a webhook, and the payment details will be synced with Zoho Books. ## Collect Customer Payments ### Enable Payment Options After setting up the integration in Zoho Books, enable Razorpay as a payment option in invoices to receive payments. To enable Razorpay: * Go to the _Invoices_ module. * Create a new invoice with the necessary details or click **Edit** on the particular invoice. * Scroll to the bottom of the page and check **Razorpay** as a payment option. ![Enable Razorpay](/in/books/help/images/online-payments/razorpay/enable-razorpay.png) **Note:** If you select multiple payment gateways, the last configured payment gateway will be used by default to receive payments. * Click **Save**. Razorpay will be chosen as the payment option to collect payments. ### Receive Payments from Customers After you’ve enabled Razorpay as a payment option, your customers can pay through the shared link or the customer portal. **Prerequisite:** Ensure your customer’s mobile number is added in Zoho Books if they want to [save their card while making a payment in the customer portal](https://www.zoho.com/in/books/kb/portal/save-card-details.html#enter-card-details). To make payments, your customers will have to: * View the invoice from the customer portal or email. * Click the **Pay Now** button, and they will be redirected to the payment page. * Select a payment method and click **PROCEED TO PAYMENT.** They will be redirected to Razorpay’s payment page to enter their payment information and complete the transaction. ![Proceed to Payment](/in/books/help/images/online-payments/razorpay/proceed-to-payment.png) **Insight:** Customers can check the **Allow ‘Your Company Name’ to collect future charges automatically** box to save and charge their card for future recurring invoices. Once the payment is successful, you will receive an email regarding the payment made by your customer, and the invoice’s status will be marked as paid. **Insight:** Domestic payments are settled within two working days of the transaction date. Learn more about [Razorpay’s settlement process](https://razorpay.com/docs/payments/settlements/). ### Auto-Charge If a [customer saves their card details in the customer portal](https://www.zoho.com/in/books/kb/portal/save-card-details.html#enter-card-details), their recurring invoices will be charged automatically using that card. **Note:** This feature is only available upon request. To enable this feature, please contact [support.india@zohobooks.com](mailto:support.india@zohobooks.com). **Prerequisite:** Enable the [Create, Charge, and Send Invoices](https://www.zoho.com/in/books/help/recurring-invoice/preferences.html) option in _Settings_ > _Sales_ > _Recurring Invoices_ to auto-charge recurring invoices. Once your customer saves their card details in the customer portal, you can create a recurring invoice or mark an existing invoice as recurring. Their card will then be automatically linked to the recurring profile. Your customer’s card will be automatically charged when their invoice is due. ## Track Razorpay Transactions in Zoho Books In Zoho Books, you can track your Razorpay-related transactions in two ways: 1\. [Track transactions through the Razorpay Clearing account](/in/books/help/online-payments/razorpay.html#Track-Transactions-Through-the-Razorpay-Clearing-Account) 2\. [Track transactions through the Account Transactions report](/in/books/help/online-payments/razorpay.html#Track-Transactions-Through-the-Account-Transactions-Report) #### Track Transactions Through the Razorpay Clearing Account All transactions processed through Razorpay are fetched and displayed in the Razorpay Clearing account. You can access this account from the list of accounts in the _Banking_ module (this account will be created automatically once the integration is complete). To track and monitor these transactions: * Go to the _Banking_ module and select the _Razorpay Clearing_ account. * Use the **Payment Clearing Summary** graph and the recently added transactions in the _Overview_ tab, that shows the payments collected through Razorpay. * View the list of all the transactions, such as the consolidated sales that took place and the fee Razorpay has charged in the _Transaction_ tab. If Razorpay owes you any amount, you can view it under _Amount in Zoho Books_ at the top-left corner of the page. ![Razorpay Clearing](/in/books/help/images/online-payments/razorpay/razorpay-clearing.png) #### Track Transactions Through the Account Transactions Report In Zoho Books, you can filter and track transactions related to Razorpay using the Account Transactions report. To filter the report: * Go to the _Reports_ module and click _Account Transactions_ under _Accountant_. * Click **\+ More Filters** at the top of your report. * Select **Account** from the field drop-down, **is in** from the comparator drop-down, and **Razorpay Clearing** from the account drop-down. * Click **Run Report**. ![Report Filter](/in/books/help/images/online-payments/razorpay/report-filter.png) Your report with the transactions related to Razorpay will be generated. ## Delete the Integration If you no longer want to use Razorpay integration, you can delete it. Before deleting, uncheck Razorpay as a payment option in unpaid invoices and [delete any associated cards](https://www.zoho.com/in/books/kb/contacts/delete-card.html). **Warning:** Razorpay is automatically enabled across all your Zoho Finance apps, so disabling it in one app will disable it in all other Zoho Finance apps. To delete: * Go to _Settings_ and select _Customer_ _Payments_ from _Online Payments_. * Click the **Delete** icon next to Razorpay. * Click **OK** to confirm. The Razorpay integration will be deleted from your Zoho Books account.