Recurring Payments
Create and collect an authorisation transaction from your customer and charge the customer for recurring payments on Optimizer.
You can use Optimizer Recurring Payments to set up and oversee customer payments on your terms. It is a user-friendly self-serve feature on Optimizer that simplifies the process, enabling you to establish recurring payment schedules for your customers effortlessly.
| Payment Gateways | Payment Methods |
|---|---|
| PayU | |
| Razorpay | |
| HDFC Mindgate |
|
Watch Out!
Optimizer rules apply only for the first-time registration payment. All subsequent debits happen on the same terminal used for registration payment. Optimizer Rules will not be applicable for subsequent payments.
- Write to your PayU Relationship Manager with the following requests:
- Enable seamless mode for your account. Mention that you use a technology company to handle sensitive card data.
- Enable the method ENACH for your account.
- Configure the webhook URL as
https://api.razorpay.com/v1/callback/payuto receive an Emandate response. - Subscribe to webhooks for all emandate payment events.
- Enable the required banks.
- Provide PayU key and Salt key details.
- You should have an with enabled.
- Get in touch with your Razorpay Relationship Manager to enable Emandate as a payment method.
Below are the steps to integrate Recurring Payments for PayU using Emandate as a payment method:
Know how to
.Watch Out!
Ensure you select Emandate as a payment method while selecting the required payment methods.
To route emandate transactions via Optimizer, configure the rule as follows:
-
Log in to your
. -
Go to the PAYMENT PRODUCTS section and click Optimizer.
-
Click +Add New Rule and enter the Rule name and Description.
-
Click Next and enter the following rule:
- In Select Parameter field, select Payment Method.
- In Select Connection field, select Equal to.
- In Select Comparing Value field, select emandate.
-
Click Add Another Condition and enter the following rule:
- In Select Parameter field, select Emandate Authentication Type.
- In Select Connection field, select One Of.
- In Select Comparing Value field, select netbanking or debit card as per your requirement and click Next.
Watch Out!
PayU does not support Aadhaar-based authentication. To use Aadhaar authentication, route transactions to Razorpay.
-
Enter the value 100 in the Route field, select payu in the payment via drop down, and click Next.
-
Click Publish Rule.
- Write to your PayU Relationship Manager with the following requests:
- Enable seamless mode for your account. Mention that you use a technology company to handle sensitive card data.
- Enable the method Card Recurring for your account.
- Configure the webhook URL as
https://api.razorpay.com/v1/callback/payuto receive a card recurring response. - Subscribe to webhooks for all card recurring payment events.
- Provide PayU key and Salt key details.
- You should have an with enabled.
- Get in touch with your Razorpay Relationship Manager to enable Card Recurring as a payment method.
Below are the steps to integrate Recurring Payments for PayU using Cards as a payment method:
Know how to
.Watch Out!
Ensure you select Card as a payment method while selecting the required payment methods.
To route cards transactions via Optimizer, configure the rule as follows:
- Log in to your .
- Go to the PAYMENT PRODUCTS section and click Optimizer.
- Click +Add New Rule and enter the Rule name and Description.
- Click Next and enter the following rule:
- In Select Parameter field, select Payment Method.
- In Select Connection field, select Equal to.
- In Select Comparing Value field, select card.
- Click Add Another Condition and enter the following rule:
- In Select Parameter field, select Recurring (card).
- In Select Connection field, select Equal to.
- In Select Comparing Value field, select true and click Next.
- Enter the value 100 in the Route field, select payu in the payment via drop down, and click Next.
- Click Publish Rule.
Handy Tips
You can follow similar steps for UPI payments by selecting UPI as the payment method.
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