How do I make a payment using Razorpay in Vtiger CRM?

Let us now learn how to process payments to customers using Razorpay from Vtiger CRM.



Follow these steps to process a payment:  

1. Login to your CRM account.
2. Click the User Menu.

3. Click Inventory.
4. Look for Order Fulfillment.
5. Click Payments. 
6. Select a Payment record (to whom you want to process the payment).
7. Click the Pay Now icon on the top left corner of the screen. You will be directed to the Select your payment gateway window.
8. Click Pay Now beside Razorpay.

9. You will be directed to the Razorpay payment gateway screen displaying the following:

• Name of the CRM user who has made the payment request.
• Payment for (reason for requesting the payment)
• Payable Amount (Total amount to be paid)
• Your bank details

10. In the Razorpay payment gateway screen, under CARDS, UPI & MORE choose your mode of payment.
11. Click Netbanking. You will be directed to the Netbanking screen.

Note: For instance, we have considered Netbanking you can select any mode of payment.

12. Select your bank for the transaction.
13. Click Pay (Amount). You will be directed to your bank page where the payment transaction is processed.
14. If the payment transaction was  successful, the system displays the following confirmation message, Thank you, your payments have been accepted successfully…Redirecting is displayed.

Once you have successfully processed a payment, the following fields are automatically updated in the CRM: 

• Payment record:
  • Status - Updates to Received(Invoice).
  • Date Received - Updates to the date payment is received.
• Related Invoice record:
  • Status updates to:
    • Paid if full amount is received.
    • Partially Paid if partial amount is received.
  • Balance - Updates to the remaining balance amount.
  • Received -Updates to the credited amount.

Note: Payment updates are posted in the Activity section of the Payment record.