Integration - Razor Pay

 
Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the Razor Pay Integration set up options.
 
Under this setup you can learn how to configure and Integrate your Razor Pay Account directly with Alignbooks.
 
AlignBooks has integrated with Razor Pay to provide platform to manage send link or QR Code generated from Razor Pay API on raising of Sales Invoice. QR code/link will appear on Invoice print (physical/digital) that will facilitate the customer to make online payment for that particular invoices by using Razor Pay. Customers can make an online payment by scanning or clicking the link which will make the payment process quite easy to customer as well.
 
Let's understand how to integrate your Razor Pay account with Alignbooks in simple steps; 
 
From Dashboard, On right hand top corner Click on button then select to open the Company Setup. Select Integration Menu from left hand side.
 
Under Customer Receipts, In Razor Pay Section click on "Setup Now" option to complete the Integration process.
 
In case you do not have Razor pay account click on button which will redirect you to the Razor Pay signup page.
 
 
 
 
To complete the integration process, You have to mention the Razor pay Credentials in the window which will appear like this;
 
Click here to know : How do I get my Razor Pay API credentials?  
Integration - Razor Pay
 
 
1

Credit Bank

1. Credit Bank: Select the bank from the Drop down list which you want to integrate with Razor Pay. If the required Bank Ledger does not exist in the list, you can create a new Bank Ledger by clicking on Icon or option within the dropdown menu.
2

Merchant ID

2. Merchant ID : Here Specify the your Merchant ID of Razor Pay Account.
3

API Key

3. API Key : Here Specify the API Key generated from the Razor pay Portal.
4

Secret API Key

4. Secret API Key : Here Specify the Secret API Key generated from the Razr Pay Portal.
5

Save

5. Save : Click on this button to save the credentials.
6

Exit Form

6. Exit Form : Click this button to exit the Razor Pay Registration process.
 
You have successfully integrated your Razor Pay Bank Accounts with Alignbooks.
 
 
 
Now Use Alignbooks to Generate Payment Link and send to directly to Customer via SMS or print the QRCode in Sales Invoice.
 
  • From Sales invoice - while creating the Sales Invoice, select the option under Payment link as “Razor Pay”. After saving Invoice, if SMS is enabled then payment link will be sent in SMS for making instant payment. The same link will be printed on Invoice as QR-Code which can be easily scanned for the making payment.
     
  • Manage Outstanding – Enable the checkbox against each customer to which you want to send the outstanding detail via SMS and Select Payment Link as “Razor Pay”. The payment link for the outstanding amount will be sent in the SMS with the Payment link for making instant payment.  
 
 
 
Auto Generate Receipt Voucher Entry in Alignbooks after success response for receipt from Razor Pay
When the Customer make the payment against the payment link / QR Code then after success response from Razor Pay, Alignbooks will generate receipt voucher with the complete transaction details shared by Razor Pay against the said invoice / Outstanding Amount as per link.
 
 
 
 
How do I get my Razor Pay API credentials?
 
You have to login in to your Razor Pay Account to get the Credentials of Razor Pay API.
 
From Dashboard, Click on setting from menu  and Click "API Keys". Now to get the API Key click on "Generate API Key" button to get the API Key and Secret API Key.
 
Note: Please save both the keys for your reference.
 
Your Merchant ID will be displayed under the profile section, click on Profile picture button on top right corner of Dashboard..
 
 
 
 
We hope you enjoyed this tutorial. Please give us a call for further help.  Happy Aligning!
 
 
 
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