Collecting a fee or EMI from a customer
Send a secure Razorpay payment link, or record money you already received in cash, cheque or bank transfer.
Send a payment link
- Open Earnings → Customer payments and click New Payment (or use the payment action on an application).
- Choose the customer and the application, the Charge type (for example consultancy fee or EMI) and the Amount.
- Click Send payment link. The customer receives a secure Razorpay link by WhatsApp or email; you can also Copy Link and send it yourself.
- When the customer pays, the payment is marked Paid automatically and a receipt is available.
Record a payment already received
- Click New Payment, fill in the details and choose Record received payment.
- Pick the method (cash, cheque, bank transfer) and the date in Received on.
- Save. The payment is recorded with a receipt number.
After the payment
| Action | When |
|---|---|
| Receipt | Download or print the receipt for the customer |
| Resend | The customer lost the link |
| Cancel | The link shouldn't be paid any more |
| Refund | Money has to go back to the customer (online payments) |
Note: Online payments are collected through Razorpay and confirmed automatically. Partial refunds are tracked; a payment counts as refunded only when all of it is returned.
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