Step 1: Select a Template🔗

1. Log into the Razorpay Dashboard and navigate to Payment Button.

   

2. Click + Create Payment Button.

3. On the Button Creation Wizard, select the Create Your Own button type.

   

4. Click Use this template.

Step 2: Add Button Details🔗

Configure these sections to create the Payment Button:

• Button Details
• Amount Details
• Customer Details
• Review and Create

2.1: Button Details🔗

On the Button Details pop-up page, enter the relevant information:

1. Title: Provide a name for the button. This name is for your internal reference and appears on the Razorpay Dashboard. It will not be visible to customers. For example, Annual Baking Competition.
2. Button Type: If you want to change the button type, click the drop-down list and select one of the types. If the button type is switched mid-way, any information entered during creation will not be saved.
3. Button Label: The text on the button to be displayed to customers. Please enter alphanumeric characters only. The maximum character limit is 20. An example for this is Register Now.
4. Button Theme: You can choose between the following themes:
   • Razorpay Dark
   • Razorpay Light
   • Razorpay Outline
   • Brand Color (This is the color configured by you on Razorpay Dashboard)
5. Click Next.

2.2: Amount Details🔗

For the Payment Button in the example, you must create the Registration Fee amount fields with the following configuration:

To create the Registration Fee amount field:

1. Click +Add Amount Field.

   

2. From the drop-down list, select Fixed Amount as the field type.

3. On the pop-up:

   1. Enter the label of the product as Registration Fee.

   2. Click + Add Description and enter details if required.

   3. Enter the amount as 500.

      

   4. Click the more icon to view Advanced Options. Select Item has Limited Stock and enter the value as 50.

      

   5. Click Save.

4. Save the field and click Next.

2.3: Customer Details🔗

In Customer Details, configure the information that must be entered by the participant while making the payment. By default, Email and Phone must be entered. However, you can edit the labels of these fields.

Custom Fields🔗

You can add more fields to collect additional data from the participant. Let us add two custom fields - Name and Address.

To add Name custom field:

1. Click + Add Input Field. From the dropdown list that appears, select Single Line Text.
2. In the modal, enter the label for the custom field - Name.
3. If required, add a description for the field.
4. Click Save.

Similarly, create the custom field for Address.

To proceed, click Next.

The data entered by the participants will be available in the Transaction Details report.

2.4: Review and Create🔗

Review the details entered in the previous sections. You can click Back to navigate to the Button Details, Amount Details and Customer Details sections to make changes.

Click Create Button.

After completing the steps, the button code appears. Copy this code and add it in your webpage.

Customer Interaction🔗

Let us make a test transaction to check how the customer will interact with the button on your website.

1. Click the Register Now button.
2. Enter name and phone number and fill in the details in the other fields and click Next.
3. Select a payment method, for example, netbanking, and complete the payment.
4. The payment success screen is displayed and a confirmation email is sent to you.

Send Payment Receipt🔗

You can ensure that your customers receive payment receipts via email once they complete the payment. Know how to send and download automated or manual payment receipts.

If you are an NGO, you can send and download payment receipts with 80-G information.

Show Custom Message🔗

You can show a custom message to your customers once they complete a payment.

To show custom messages:

1. On the Button Created Successfully pop-up page, click Configure against Redirect URL and Custom Message.
2. On the pop-up page, enable Show a custom message.
3. Add the custom message in the field.
4. Click Save.

Add a Redirect URL🔗

You can redirect your customers to another page after they complete a payment.

To redirect your customers:

1. On the Button Created Successfully pop-up page, click Configure against Redirect URL and Custom Message.
2. On the pop-up page, enable Redirect URL.
3. Add the redirect URL in the field.
4. Click Save.

Export Report🔗

You can also export the report data into a CSV file.

To export report:

1. Log into the Razorpay Dashboard and navigate to Payment Button.
   
2. Select the relevant Payment Button. The Transactions Details View appears.
3. Click Export All (CSV) button.

A .csv file is downloaded, where you can find a monthly report of all the payments made using your button.

Settlement🔗

You will receive the payments in your bank account as per the settlement cycle agreed upon at the time of Razorpay account setup. Usually, this is T+2 days. In case of international payments, the settlement cycle is T+7 days.