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Payment Gateways

Connecting a Payment Gateway lets your customers pay their invoices online — straight from the invoice, with a card, UPI, or other supported method — instead of you having to record payments manually after receiving a bank transfer or cheque.

Connecting a Provider​

  1. Go to Settings > Payment Gateway.
  2. Under Active Provider, choose the gateway you want to use:
    • Razorpay
    • PhonePe
    • Stripe Connect
    • None (disabled) — if you don't want to accept online payments.

Only one provider can be active at a time. Once connected, customers will see a Pay Now button on their invoices.

Razorpay​

Connect your own Razorpay account by entering your Key ID, Key Secret, and Webhook Secret, found in your Razorpay Dashboard under Settings > API Keys. You'll also need to add the webhook URL shown on this page to your Razorpay Dashboard under Settings > Webhooks, with the payment.captured and payment.failed events enabled. Use Test Connection to confirm your credentials work before saving.

PhonePe​

Connect your PhonePe Business account by entering the Merchant ID, Salt Key, and Salt Index issued to you when your PhonePe merchant account was approved (found under Business Dashboard > Developer Settings), plus the Environment (Production or UAT/Test). No separate webhook setup is needed — payment confirmations are routed automatically. Use Test Connection to verify.

Stripe Connect​

Click Connect with Stripe to be redirected to Stripe and complete onboarding for your account — useful for accepting card payments from international customers. Once connected, you'll see your linked Stripe account details on this page, with the option to Reconnect if needed.

Transaction Logs​

The Transaction Logs tab on the same page shows every online payment attempt made through your connected gateway — the date, invoice, provider, amount, status, and gateway reference. Once customers start paying invoices online, transactions will appear here.

Payment Gateways vs. the Customer Portal​

The Payment Gateway settings described here control the Pay Now button that appears directly on an emailed or shared invoice. If you've also set up the Customer Portal (a self-service login where customers can view invoices and their statement), the Portal has its own, separate payment gateway configuration for payments made from within the portal — see the Customer Portal article for details.