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How to use Razorpay with ProfitBooks ?
How to use Razorpay 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 Razorpay account and start receiving payments directly in ProfitBooks.

Steps To Integrate Razorpay With ProfitBooks

You can now integrate Razorpay with ProfitBooks and start collecting payments for the invoices that are emailed to your customers from ProfitBooks.

1) Login to 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 signup to new Razorpay Account if you are already not a user.



3) Now, when you create an invoice, you should see an option ‘Generate Payment Link via' Razorpay as shown below. User can also edit the Invoices and can re-generate the payment link.



Once user click on Razorpay, a popup will show up with all the payment details.



4) Email payment link

By default, the email invoice screen contains customer name, total amount due and due date. By checking Add Payment Link, you can send the razorpay payment link with 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 Link’ option 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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