Integrate Razorpay with Zoho Invoice
Razorpay is a secure and efficient payment gateway that enables businesses to accept one-time and recurring payments through multiple payment methods, including credit cards, debit cards, net banking, UPI, and wallets. Integrating Razorpay with Zoho Invoice allows you to seamlessly collect payments from various countries and currencies and reconcile transactions.
Note:
- Transaction charges are applicable as per Razorpay’s pricing policy. 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@zohoinvoice.com to activate this feature in Zoho Invoice. 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 if you’re registered under GST.
Set Up Razorpay
Connect Razorpay
To get started, you will have to connect your Razorpay account with Zoho Invoice. If you don’t have an account, you can create one and proceed with the integration.
To set up:
- Go to Settings.
- Select 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 Invoice.
Configure Webhooks
After connecting Razorpay with Zoho Invoice, you will have to configure a webhook for Razorpay. This is to ensure that Zoho Invoice is notified about the payment statuses and payments do not fail to be recorded in Zoho Invoice. This involves copying the webhook URL from Zoho Invoice and then setting up webhooks in your Razorpay account. Learn why you should configure webhooks for Razorpay.
To copy the webhook URL from Zoho Invoice:
- Go to Settings.
- Select Online Payments.
- Click Create a webhook to sync payment details with Zoho Invoice next to Razorpay.
- Copy the Webhook URL from the 4th step in the following popup.
Once you have copied the webhook URL from Zoho Invoice, you can configure webhooks in Razorpay.
To configure webhooks in Razorpay:
- Log in to your Razorpay dashboard.
- Go to Account & Settings.
- Select the Webhooks under Website and app settings.
- Click Add New Webhook.
- Paste the URL copied from your Zoho Invoice account in the Webhook URL field.
- Check payment.authorized and payment.captured under Payment Events.
- Click Create Webhook.
You will have created a webhook, and the payment details will be synced with Zoho Invoice.
Collect Customer Payments
Enable Payment Options
After setting up the integration in Zoho Invoice, enable Razorpay as a payment option in invoices to receive payments.
To enable Razorpay:
- Go to Invoices.
- 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.
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 customer portal.
Prerequisite: Ensure your customer’s mobile number is added in Zoho Invoice if they want to save their card while making a payment in the customer portal.
To make payments, your customers will have to:
- View the invoice from the customer portal.
- Click Pay Now, 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.
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.
Your customers can also make payments from the secure payment page shared with them via email or shared URL.
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.
Autocharge
Note: This feature is only available upon request. To enable this feature, contact support@zohoinvoice.com.
Once your customer saves their card details in the customer portal their card will then be automatically linked to their recurring invoices.
Your customer’s card will be automatically charged when their invoice is due.
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.
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.
- Select Online Payments.
- Click the Delete icon next to Razorpay.
- Click OK to confirm.
The Razorpay integration will be deleted from your organisation.
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