Guide #5
Connecting Razorpay & Stripe
Set up payment gateways, validate keys, and ensure every invoice includes actionable online payment links.
Connecting Razorpay & Stripe
Enable online collections by connecting your payment gateway in Settings.
Choose the right gateway
| Gateway | Best for | Currency profile | |---|---|---| | Razorpay | India-first billing | INR-centric | | Stripe | Global businesses | Multi-currency |
Setup path in ERP
- Open Settings
- Go to Payment Gateway
- Select Razorpay or Stripe tab
- Paste credentials
- Save configuration
If you started from pricing, your signup path now keeps plan intent (/signup?plan=...&cycle=...&trial=...) so billing setup lands in the right context after onboarding.
Razorpay setup
- Get Key ID + Secret from Razorpay dashboard
- Paste in ERP and save
- Generate test invoice and verify payment link
Stripe setup
- Get Publishable + Secret keys
- Paste in ERP and save
- Generate test invoice and verify payment link
Use test keys first, then switch to live keys once your team confirms end-to-end behavior.
Security and key handling
- Secrets are encrypted at rest
- Full secret is not shown after save
- Rotate keys periodically
- Remove keys immediately if compromised
Verify payment-link output in invoice PDF
Expected behavior:
- Invoice PDF contains clear call to action
- Link opens gateway checkout page
- Transaction is traceable in your own gateway console
Troubleshooting quick map
| Symptom | Likely cause | Action | |---|---|---| | No pay link in PDF | Gateway not active | Recheck Settings and save | | Payment fails on checkout | Invalid/expired API key | Rotate keys | | Wrong currency behavior | Gateway/currency mismatch | Review workspace and gateway currency setup |
Need help?
Share the failing invoice number and gateway type with [email protected].
Troubleshooting
| Problem | What it usually means | What to do | |---|---|---| | Payment link not showing in PDF | Gateway is not fully connected | Re-open Settings, save keys again, and generate a fresh invoice | | Checkout page errors | API keys are expired/incorrect | Rotate keys in gateway dashboard and update in ERP | | Wrong currency shown | Gateway/currency setup mismatch | Verify workspace currency and gateway-supported currency | | Client says payment failed | Network or card/auth issue | Ask client to retry and check gateway logs for failure reason |
Do / Don’t
Do
- Use test mode first before going live
- Rotate keys periodically
- Send one internal test invoice after key updates
Don’t
- Share secret keys in chat or email
- Keep old compromised keys active
- Assume old PDFs update automatically after settings changes
Related guides
- Generating, Sending, and Collecting Invoices
- Configuring Your Business Profile & Workspace Settings
- Optional Module: AR Aging + Collections Centre
Article info
- Last reviewed: 2026-04-21
- Owner: Billing & Payments Team
- Audience: Founders, Finance Ops
FAQ
Can I connect both Stripe and Razorpay?
Yes, but set one as your active operational default for predictable behavior.
Do old invoices get payment links after gateway setup?
No. Generate or reissue invoices after gateway connection to ensure links are present.
What if a key is leaked?
Rotate it immediately in your gateway dashboard and update ERP settings.
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