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 Razorpay account and start receiving payments directly in ProfitBooks.
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​If you don't have a Razorpay account then click here you create a free account:- Click here
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​Steps To Integrate Razorpay With ProfitBooks
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You can now integrate Razorpay with ProfitBooks and start collecting payments for the invoices that are emailed to your customers from ProfitBooks.
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1) Login to your ProfitBooks account and go to Company Settings -> Payment Gateway -> RazorPay and click on Connect your Razorpay Account. You will be directed to Razorpay page. You can sign up to a new Razorpay Account if you are already not a user.
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3) Now, when you create an invoice, you should see an option ‘Generate Payment Link via' Razorpay as shown below. Users can also edit the Invoices and can re-generate the payment link.
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Once the user clicks on Razorpay, a popup will show up with all the payment details.
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4) Email payment link
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By default, the email invoice screen contains the customer name, total amount due, and due date. By checking to Add Payment Link, you can send the Razorpay payment link by email.
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This payment link option remains hidden until the payment gateway is configured and until at least a link is generated.
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After Successful generation, a summary appears just below the ‘Generate Payment Link’ option that contains details on when and who created the link as shown below.
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Each time you update the invoice, you have to generate a fresh link. Ensure that the summary shows the correct amount.
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After the payment has been made by the customer, the Invoice will automatically marked as "paid" under the status and a receipt voucher will be created.