Set Up Online Payments: Stripe & Razorpay

Collect invoice payments online#

To let customers pay invoices by card or Razorpay, connect a payment gateway. Go to Settings → Payment Gateways.

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Payments are charged in your organization currency (shown at the top of this page and set in Settings → Organization). The platform never holds your money — funds go straight to your own Stripe or Razorpay account.

Connect Stripe or Razorpay#

Click Add a payment provider and choose Stripe or Razorpay, then enter:

Mode — Test (for trying it out) or Live (for real payments).
Publishable key — your gateway's public key (Stripe publishable key / Razorpay Key ID).
Secret key — your gateway's secret key (stored encrypted).
Webhook secret — used to verify payment notifications from the gateway.
An optional minimum amount.

A gateway can only be enabled once its keys are filled in.

Requrired Setup#

Add a Payment Provider - Stripe#

The Add a Payment Provider window allows you to connect a payment gateway to your CRM by providing the required API credentials. Once configured, your CRM can securely process online payments through the selected gateway.

Stripe#

Select Stripe to accept online payments using credit cards, debit cards, and other payment methods supported by Stripe worldwide.

Mode#

Select the environment in which the payment gateway will operate.

Test – Use test API credentials to verify your integration without processing real payments.
Live – Use live API credentials to accept actual customer payments.

Note: Switch to Live mode only after successfully testing your payment gateway integration.

Publishable Key#

Enter your payment gateway's Publishable Key.

This key is used on the client side to securely identify your payment account and initiate payment requests.

Secret Key#

Enter your payment gateway's Secret Key. To get keys, Click here.

This key is used by the server to authenticate API requests and perform secure payment operations.

Important: Keep your Secret Key confidential and never share it publicly.

Add a Payment Provider (Razorpay)#

The Add a Payment Provider window allows you to connect your Razorpay account to the CRM using your API credentials. Once configured, you can securely accept online payments and receive real-time payment status updates.

Gateway#

Select Razorpay as your payment gateway to accept payments through:

UPI
Credit and Debit Cards
Net Banking
Wallets
Other payment methods supported by Razorpay

Mode#

Choose the environment for your Razorpay integration.

Test – Use test API credentials to verify your integration without processing real payments.
Live – Use live API credentials to accept actual customer payments.

Note: Ensure your integration is fully tested before switching to Live mode.

Key ID#

Enter your Razorpay Key ID.

The Key ID identifies your Razorpay account and is used to authenticate payment requests.

Secret Key#

Enter your Razorpay Key Secret.

The Secret Key is used by the server to securely authenticate API requests with Razorpay.

Important: Keep your Secret Key confidential and never expose it publicly.

Set up the webhook#

Webhooks are how the gateway tells the CRM a payment succeeded, failed, or was refunded — this is what settles the invoice automatically. The settings page shows the exact webhook URL to paste into your gateway dashboard, plus the events to subscribe to:

Stripe — payment_intent.succeeded, charge.succeeded, charge.refunded, payment_intent.payment_failed, payment_intent.canceled.
Razorpay — payment.captured, payment.failed, refund.processed.

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Start in Test mode, run one test payment end-to-end, confirm the invoice flips to Paid, then switch to Live.

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Once connected, every invoice you send includes a "View & Pay Invoice" button, and paid invoices update themselves — see Getting Paid.

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