Intuit

Payment enabled invoices—Razorpay

QuickBooks now lets you receive online payments on your invoices using Razorpay, a leading Indian electronic payments processor. You can connect your existing Razorpay account or sign up for a new account and connect it to your QuickBooks company file. Let’s get started.

Razorpay account setup

  1. Select the + New icon on the left and select Invoice.
  2. In a new Invoice, you will see the option to make Online payments. Click Setup now.
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  3. A decision box will appear asking whether you want to leave without saving. Click Yes.
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  4. You will be directed to a Razorpay QuickBooks integration page. Under Connect your Razorpay Account, click one to create a new Razorpay account. If you already have an account with Razorpay, skip to the section named Connect Razorpay to QuickBooks
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  5. You will be redirected to the Razorpay website. Enter your email ID to sign up.
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  6. Follow the instructions and click Create Account.
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  7. Enter all the required details as shown below and click Finish.
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  8. You will be prompted to verify your email address.
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  9. You will receive a verification confirmation message once you’ve successfully verified your email.
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Login and activate your Razorpay account

  1. Login to your Razorpay account using the set credentials.
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  2. You will be taken to the Razorpay dashboard. Click Activate your account.
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  3. Fill in the required details and click Activate Account.
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  4. You will receive a success notification once your account is activated.
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  5. Do note that activation only allows you to collect payments from customers. You must comply with Razorpay’s KYC requirements to start receiving settlements (i.e. remittances from your customers) from Razorpay.

Connect Razorpay to QuickBooks

  1. Once your account is set up, go back to QuickBooks and click Let’s get started.
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  2. If you are not signed in to your Razorpay account in the same browser window, you will be asked to log in and thereafter you will be prompted to give QuickBooks permission to connect with Razorpay. Click Allow.
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  3. Check if any pop-ups are blocked and unblock them.
  4. Click Authorise to let QuickBooks access your Razorpay account.
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  5. You will get a success notification.
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Sending a payment enabled invoice using QuickBooks & Razorpay.

  1. Select the + New icon on the left and select Invoice. You will see Razorpay available as a mode of online payment. Choose the required customer and complete the invoice.r17.png
  2. Click Save and send.
  3. Edit the email body as needed. You will notice that the option to make an online payment through Razorpay is available on the form.
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  4. Click Send and close.
  5. You will receive a success notification.
  6. Here’s how the email received by the customer will look like. They can click View invoice to see the invoice sent by you.
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  7. Upon clicking View invoice, they will be directed to the payment page.
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  8. Once they click Pay now, they will be taken to the Razorpay payment page. Upon clicking Pay now with Razorpay, their payment process will begin. The customer can choose to make a partial payment in case the invoice is to be settled in multiple installments. Please note that earlier there was a payment cap of INR99999 per invoice. This has been removed now. 
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  9. They will be prompted to choose the mode of payment from Card, Netbanking, Wallet, and UPI.
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  10. Once they choose the mode of payment, they’ll have to follow the steps and the payment will be done.

Please note that the Print or save button in Razorpay enabled invoices has been renamed to Review and pay.

Review

Razorpay FAQs

How to onboard a merchant and create invoices

  1. Sign in to your QuickBooks account.
  2. Click + icon and go to Invoice.
  3. On the top, you will see an option for Online payments. Click Setup now next to it.
  4. You will be navigated to QuickBooks and Razorpay integration page.
  5. Click Let’s get started at the bottom.
  6. You will be redirected to a page where QuickBooks will ask for your permission to connect with Razorpay.
  7. Once you click Allow at the bottom of this page, you will be taken to a new window for you to give permission to Razorpay to securely connect with QuickBooks.
  8. You can now login to your Razorpay account and authorise QuickBooks to access your Razorpay account.
  9. Once the connection is established, you will receive a success message.
  10. Click Got it and you’re all set.
  11. You can now create invoices and you’ll also see Razorpay enabled under Online payments.

How to make an invoice payment

  1. Go to your email inbox and view the invoice sent by QuickBooks.
  2. Open the email and click View invoice on the right side of your screen.
  3. You will be redirected to the payment page where you can view your invoice and get the option to Pay now.
  4. Since you have enabled Razorpay payments for your account, you will be able to see Razorpay’s icon under Pay now.
  5. Once you click Pay now, you will be redirected to the Razorpay payment page.
  6. You can choose to pay the entire amount (already auto-filled) or you also have the option to pay any other amount.
  7. Once you’re done filling the amount, click Pay now with Razorpay.
  8. A pop-up will give you different payment modes to choose from including Card, Netbanking, Wallet, and UPI.
  9. You can choose your preferred mode of payment and complete the transaction.
  10. Once the payment is complete, you will see a pop-up confirming the same. You can choose to print the receipt by clicking the Print receipt.
  11. In the meanwhile, a confirmation email will be sent to you as well.

How to make an invoice payment using your mobile

  1. Go to your email inbox through your phone and view the invoice sent by QuickBooks.
  2. Open the email and click View invoice.
  3. You will be redirected to the payment page where you can view your invoice and get the option to Pay now.
  4. Since you have enabled Razorpay payments for your account, you will be able to see Razorpay’s icon under Pay now.
  5. Once you click Pay now, you will be redirected to the Razorpay payment page.
  6. You can choose to pay the entire amount (already auto-filled) or you also have the option to pay any other amount.
  7. Once you’re done filling the amount, click Pay now with Razorpay.
  8. A pop-up will give you different payment modes to choose from including Card, Netbanking, Wallet, and UPI.
  9. You can choose your preferred mode of payment and complete the transaction.
  10. Once the payment is complete, you will see a pop-up confirming the same. You can choose to print the receipt by clicking the Print receipt.
  11. In the meanwhile, a confirmation email will be sent to you as well.

How to get in touch with the Razorpay customer care team

In case of any queries related to Razorpay, you can directly get in touch with the Razorpay customer care team.

What are various pricing plans offered by Razorpay

Here’s everything you need to know in detail about Razorpay’s pricing plans.

How to get more details about various processes involved at Razorpay’s end

Here’s a detailed guide about Razorpay and various processes involved at their end. You can easily search through this thorough pilot and get all the needed information.