How to generate a payment link in HelloGrowthCRM
Send Razorpay or Cashfree payment links via WhatsApp, SMS, or email in seconds. Include GST, due dates, partial payments.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Commerce & Payments section to browse more guides, compare related tasks, and choose a better starting point.
View all Commerce & Payments guidesPayment links — customer clicks, pays via UPI/card/net-banking, you get paid. Generate via Razorpay or Cashfree in 30 seconds.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Razorpay or Cashfree connected
- •Customer's email or phone
- •Amount and optional line items
- •2-3 minutes
- 1
Open the deal or contact
Open deal/contact → click Send Payment top.
- 2
Enter amount
Numeric input. Currency = workspace default.
- 3
Add GST
Toggle GST 18% (default B2B). Auto-detects intra/inter-state.
- 4
Set due date
Default today + 7 days. Customer sees Pay by [date].
- 5
Add reference info
Invoice number, PO number, notes.
- 6
Pick send channel
WhatsApp template, Email, SMS, or Direct copy link.
- 7
Click Send
Link generates instantly. Customer receives within seconds.
- 8
Track status
Sent / Viewed / Paid / Expired.
- 9
Auto-reconcile
On payment, auto-mark paid; deal Closed Won; invoice in Zoho/Tally.
Frequently asked questions
Razorpay vs Cashfree?▾
Both work. Razorpay slightly more market share. Cashfree slightly cheaper at scale.
International payments?▾
Razorpay supports international cards. Higher fees ~3%.
Recurring payment links?▾
Yes — auto-bill after first success.
Partial payment?▾
Toggle if you want installments.
Refund?▾
Click Refund. See Process a refund.
Settlement timing?▾
T+2 cards, T+1 UPI typically.
Related articles
See it in product
Try it yourself
Start a 14-day free trial of HelloGrowthCRM — no credit card required. You'll have everything you need to follow this guide.
Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Commerce & Payments or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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