Transfers via Orders or Payments

Integration Steps

Follow these steps to complete the integration:

1. On Your WordPress Site

1. Enable the Route Module

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2. Transfer via Orders or Payments

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3. Test integration

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2. On the Dashboard

1. Enable Webhooks

   . These 3 webhooks are auto-configured for the Route Module:
   • transfer.processed
   • settlement.processed
   • transfer.failed

1.1 Enable Route Module

To enable the Route Module:

1. Log in to the WordPress Admin Dashboard and navigate to WooCommerce → Settings.
   
2. Go to Payments and click Razorpay – Credit Card/Debit Card/NetBanking.
   
3. Select Enable route module? and click Save changes.
   

1.2 Transfer via Orders or Payments (Automatic Transfers)

You can initiate a automatic transfer via orders or payments by providing the transfer details while creating a product. A transfer will be automatically initiated after the customer makes the payment.

To provide the transfer details while creating a product:

1. Log in to the WordPress Admin Dashboard and navigate to Products → Add New.
2. Click Razorpay Route in the Product data section.
   
3. Select any of the following options. You can transfer the funds to linked accounts from orders or payments.
   • Transfer from Order: This will initiate a transfer at the time of order creation.
   • Transfer from Payment: This will initiate a transfer after the customer makes the payment.
4. Provide the Linked Account Number and the transfer Amount.
5. Select your required option from the Hold Settlement: drop-down menu.
6. You can add multiple transfer details by using the Add Field button.
   

Create Manual Transfers from Payments

You can manually create a transfer after the customer makes the payment.

To create a transfer manually from the received payment:

1. Log in to the WordPress Admin Dashboard and navigate to Razorpay Route woocommerce → Payments.

2. Click the required Payment Id to create a transfer.

   

3. Click Create Transfer and provide the following details:

   • Transfer Amount: Amount to be transferred. The transfer amount cannot be greater than the payment/order amount.
   • Linked Account Number: ID of the Linked Account to which the amount should be transfered.
   • Settlement schedule: Define the settlement schedule.
   

4. Click Create to create a transfer.

   
   Handy Tips

   The transfer amount will be settled into the Linked Account depending on the defined schedule.

Schedule Settlements

You can schedule a settlement of the initiated transfer from the WordPress Admin Dashboard.

To schedule a settlement:

1. Log in to the WordPress Admin Dashboard and navigate to Razorpay Route woocommerce.
2. Click the Transfer Id to schedule a settlement.
3. Click Change under Transfer Details.
   
4. Select either of the following Settlement Schedule options:
   • Schedule settlement on: Select this to schedule the transfer to a later date using the calendar.
   • Put on hold: Use this to defer the transfer until specified otherwise.
   • Settle in next slot: Use this to settle the payment in the next settlement slot.
   
5. Click Save.

Verify Payment Status

You can track the payment status from the WordPress admin Dashboard or Razorpay Dashboard.

Verify Payment Status from the WordPress Admin Dashboard

To verify the payment status:

1. Log in to the WordPress Admin Dashboard and navigate to Razorpay Route woocommerce → Payments.
2. Check if a Payment Id has been generated and note the status. In case of a successful payment, the status is marked as Captured. Know more about various

   payment states

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Next Steps