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 Donations button type.

   

4. Click Use this template.

Step 2: Add Button Details🔗

Configure these sections to create the Payment Button:

• Button Details
• Donation Amount
• 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 donors. For example, Assam Floods.
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 Donate 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 the Dashboard)
5. Click Next.

2.2: Donation Amount🔗

Donors can pay an amount of their choice or pay an amount that you suggested. For example, you can collect funds for a specific relief material package or ask to pay any amount.

1. Create the Donate any Amount field.
   1. Edit the Donate an Amount of your Choice field label to Donate any Amount.
      
   2. Click + Add Description and enter details if required.
   3. Select the donation currency.
   4. Click + Add min and max amount limits and enter the 500 as the minimum donation amount.
2. Create the Dry Rations and Sanitation Kits fields:
   1. Enable Show presets for donation amount.
   2. Enter the label as Dry Rations and the amount as 750.
   3. Similarly, in the next field, enter the label - Sanitation Kits and the amount - 2500.
3. Click Next.

2.3: Customer Details🔗

In the Customer Details section, configure the information that must be entered by the donor while making the payment. By default, email and contact must be entered by donor. However, you can edit the labels of these fields.

Custom Fields🔗

You can add more fields to collect additional data from the donor such as Name and PAN.

To add custom fields:

1. Click + Add Another Input Field. From the drop-down list, select the relevant field type. For example, if you want donors to enter their PAN, select PAN Number.
2. On the pop-up page, enter the label for the custom field. For example, Enter Your PAN.
3. If required, add a description for the field and select This field is optional.
4. Click Save.
5. To proceed, click Next.

The data entered by the donors 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, Donation 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.

Donor Interaction🔗

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

1. Click the Donate 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 page is displayed and a you receive a confirmation email.

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 data:

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.