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How to use Cashfree with ProfitBooks ?
How to use Cashfree with ProfitBooks ?
Harshal Katre avatar
Written by Harshal Katre
Updated over a week ago

Now, get paid faster with ProfitBooks. You can now add a payment link to invoices when you email them to your customers. This help guide shows how to integrate your Cashfree account and start receiving payments directly in ProfitBooks.

Steps To Integrate Cashfree With ProfitBooks

You can now integrate Cashfree with ProfitBooks and start collecting payments for the invoices that are emailed to your customers from ProfitBooks. It's assumed that you have active accounts on both Cashfree & ProfitBooks. Here are the steps:

1) Get key information from your Cashfree account
Login to with your registered cashfree account and note details for App ID and Secret key. You can find these details by clicking on developers under payment gateway as shown below.

2) Login to ProfitBooks account and go to Settings -> Invoices. Go to the section ‘Enable Cashfree Payment Gateway’ and switch it on after that click on I already have an Account, and enter the details. The Bank account you wish to receive payments in should be the same as that of the bank account provided while activating Cashfree account.

3) Now, when you create an invoice whose status is "Unpaid" for that, you should see a button ‘Generate Payment via Cashfree’ as shown below. User can also edit the Invoices and can re-generate the payment link.

Once your customer clicks on this button will show a popup with all the payment details. If Mobile number of customer is provided, then checkbox can be enabled to send automated SMS containing the payment link from Cashfree to customer mobile. (This is an optional field)

4) Email payment link

By default, the email invoice screen contains customer name, total amount due and due date. By checking Include payment link, you can append payment link with the existing text .

Payment Link via Email

This payment link option remains hidden until the payment gateway is configured and until at least a link is generated.

After Successful generation, a summary appears just below the ‘Generate Payment’ button that contains details on when and who created the link as shown below.

Each time you update the invoice, you have to generate a fresh link. Ensure that the summary shows correct amount.

After the payment has made by customer, the Invoice will automatically marked as "paid" under the status and a receipt voucher will be created.

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