Razorpay is the only converged payments solution company in India that empowers your business to seamlessly accept, process, and disburse payments through its comprehensive product suite. With Razorpay, you gain access to all payment modes, including credit and debit cards, UPI, and popular mobile wallets.
Terms and Conditions for Razorpay payments
Below are some terms and condiitons to start accepting payments of your invoices through Razorpay payment gateway system:
A small processing fee will be charged for each transaction over the gateway fee.
Each transaction will be settled to your bank account within 2-3 business days.
You allow Upbooks to collect payments from your client on behalf of your organization.
Getting Started with Razorpay
To start accepting payments using Razorpay through Upbooks ERP, follow these simple steps:
Log in to your Upbooks account.
Navigate to the Organization Settings.
Navigate to the Online Payment navigation.
Choose Razorpay as your preferred payment gateway with click on setup now button.
Enter your Account and business details.
Save the changes and start accepting payments seamlessly.
Invoice Payment
When you create an invoice in Upbooks ERP, you can enable your clients to pay online using Razorpay. Simply click the “Pay Online Razorpay” link below for each invoice:
Developer Tools
We provides essential resources like Postman collections and comprehensive API documentation to aid developers in testing, integration, and troubleshooting.
FAQ
What is Zapier and how does it integrate with Upbooks ERP?
Zapier is an automation platform that allows you to connect Upbooks ERP with thousands of other apps. With Zapier, you can create automated workflows (called Zaps) that trigger actions in other apps when events occur in Upbooks, such as creating invoices, adding products, or updating customer information.
How can I connect Razorpay for online payments in Upbooks?
You can connect Razorpay in the Organization Settings > Online Payments section. Click on the 'Setup Now' button next to Razorpay, enter your account and business details, and save the changes. Once connected, you can update your invoice settings to accept payments through Razorpay.
How do I get started with Zapier integration?
To get started, you'll need a Zapier account. Once you have an account, you can search for 'Upbooks' in the Zapier app directory and connect your Upbooks account. Then you can create Zaps by selecting Upbooks as a trigger and choosing any supported app as the action.
How much will I be charged for collecting online payments through Razorpay?
We charge a 0.9% transaction fee and 0.5% settlement fee from our platform, plus the Razorpay gateway fee which you can check on their website. Each transaction will be settled to your bank account within 2-3 business days.
What triggers are available in Upbooks for Zapier?
Upbooks supports various triggers including new product added, new employee added, invoice marked as paid, new service ticket created, new sales lead added, new purchase order generated, new expense recorded, employee leave request submitted, sales order approved, and low stock alerts.
What payment methods does Razorpay support?
Razorpay supports all major payment modes including credit and debit cards, UPI, net banking, and popular mobile wallets. It's a converged payments solution that provides access to all payment methods through a single integration.
What actions can I perform with Zapier and Upbooks?
You can perform a wide range of actions such as sending email notifications, creating tasks in project management tools (Asana, Trello), updating spreadsheets (Google Sheets), creating calendar events, sending messages to Slack or Microsoft Teams, creating contacts in CRM systems (HubSpot, Salesforce), and many more depending on the apps you connect.
Can I automate payment notifications when a Razorpay payment is received?
Yes! You can use Zapier to create automated workflows. When an invoice is marked as paid through Razorpay in Upbooks, you can set up a Zap to send email notifications, update spreadsheets, create tasks, or trigger any other action in connected apps.
Do I need a Zapier subscription to use the integration?
Yes, you'll need a Zapier account. Zapier offers a free plan with limited tasks per month, and paid plans for more advanced automation needs. The specific plan you need depends on how many Zaps you want to run and how frequently they execute.
How long does it take for Razorpay payments to be settled to my bank account?
Each Razorpay transaction is settled to your bank account within 2-3 business days. The settlement time may vary slightly depending on your bank and the payment method used by your customers.
Can I create custom Zaps for my specific workflow needs?
Absolutely! Zapier allows you to create custom Zaps tailored to your specific business processes. You can combine multiple triggers and actions, add filters, and set up multi-step workflows to automate complex processes between Upbooks and other apps in your stack.
Is Razorpay integration secure and compliant?
Yes, Razorpay is PCI DSS Level 1 compliant and uses industry-standard security practices. All payment data is encrypted and processed securely. Upbooks acts as a facilitator, allowing Razorpay to collect payments from your clients on behalf of your organization.
Is my data secure when using Zapier with Upbooks?
Yes, Zapier uses industry-standard security practices including OAuth authentication, encrypted data transmission, and secure API connections. Your Upbooks credentials are never stored in plain text, and you can revoke access at any time from your Zapier account settings.
Can I use both Zapier and Razorpay together in my workflows?
Absolutely! You can use Zapier to automate workflows based on Razorpay payment events. For example, when a payment is received through Razorpay, you can trigger Zaps to send notifications, update CRM systems, create tasks, or perform any other automated action in your connected apps.