Razorpay and payment connectivity

Two related surfaces

Connect Hub → Razorpay is the provider setup/information surface available in the integration catalogue. SHVYA Sales manages supported invoice payment links, payment records, refunds and credit notes through its own document and payment lifecycle.

Do not assume a Razorpay tile visible in Connect Hub means an end-to-end payment-to-CRM ingestion connection is activated for your organization. Verify the actual account/provider setup and a real sandbox payment event before treating any payment as recorded.

Payment workflow

1. Open SHVYA Sales and create or review an invoice.
2. Review your organization's configured payment gateway availability and settings.
3. Create a supported payment link where the product allows it.
4. Complete a test payment through the authorized gateway environment.
5. Confirm the invoice/payment ledger, provider status and linked lead.

If a payment is missing

Check gateway configuration, linked invoice, checkout/session status, callback receipt, currency and webhook verification. Do not manually record a second payment until its provider state is reconciled.

Safe handling

Never store card numbers, CVVs, gateway secrets or raw authentication headers in lead fields or support attachments.

Invoices and payments · Sales troubleshooting.