• Razorpay · Create a customer — A customer in Razorpay, or the one already there with that email or phone.
  • Razorpay · Create an invoice — An invoice with line items, sent to the customer to pay. The customer pays it by its link, as they would a payment link.

Who can do this

Workspace Admins and Editors, on every plan. Viewers see the step's settings but cannot change them.

Before you start

A Razorpay connection — see Connect Razorpay.

Steps

Create a customer:

  1. Select +. In the step picker, open Apps, select Razorpay, then Create a customer.
  2. In Connection, choose your Razorpay connection.
  3. In Name, the customer's name — Northwind Logistics.
  4. Optional: Email — accounts@northwind.example — and Phone — +919845012345.
  5. Optional: GSTIN — Optional — for invoices with GST.
  6. Optional: under Notes, add names and values — segment and Wholesale.
  7. Select Run this step.

Create an invoice:

  1. In the step picker, under Razorpay, select Create an invoice.
  2. In Connection, choose your Razorpay connection.
  3. Say who it is for, one of two ways:
    • In Customer, a customer's id — A Razorpay customer's id — or leave it empty and give the name, email and phone. For example {{ steps.create_a_customer.id }}.
    • Or leave Customer empty and fill in Customer name, Customer email and Customer phone.
  4. Under Line items, select Add a field for each item — its name on the left, its amount on the right — Each item and its amount, in rupees. For example Consulting, October and 1499.00. Each item is billed once.
  5. In Currency, leave ₹ Indian rupee or choose another.
  6. Optional: Description.
  7. Email the invoice is on by default; switch on Text the invoice to have Razorpay text it too.
  8. Optional: in Expires, a date and time in UTC — 2026-10-31 18:00.
  9. Select Run this step.

Output

Create a customer

Field What it is
id Razorpay's id for the customer — starts cust_.
name, email, contact As Razorpay has them.

Create an invoice

Field What it is
id Razorpay's id for the invoice — starts inv_.
shortUrl The link the customer pays it by.
status issued once it is sent; paid later.
amount, amountMain, amountText The invoice's total — 149900, 1499, ₹ 1,499.00.
currency INR.

Good to know

  • A customer who already exists is an answer, not a failure. If Razorpay already has a customer with that email or phone, it gives that customer back, and the step succeeds with their id.
  • Line item names must differ. Two items with the same name become one — the last. A name cannot contain a colon.
  • Runs once per item. Ten items make ten invoices.
  • An invoice is paid like a payment link. When it is paid, Razorpay sends Payment captured — see Start a workflow from Razorpay payment events.

If something goes wrong

What you see Why What to do
Name is empty when the step ran — … Name reads a value that came out empty. Check the value it reads.
Line items is empty — add each item and its amount. No line item has a name. Add at least one item with a name and an amount.
The amount for Consulting, October “…” is not an amount — write it in rupees, like 1499.00. An item's amount has no number in it. Type a number for that item.
Expires “…” is not a date. Write it as 2026-10-31 18:00. Expires holds something Bizomate cannot read as a date. Rather than make a link that never expires, the step stops. Write the date and time in UTC, or check the value it reads.
Razorpay refused: … Razorpay would not make it, in its own words — no customer details, an email or phone it cannot read, an expiry too soon. Fix what it names, then run the step again.