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Pyngyn
Verified ClientSpace SOP
Sep 2026Practice Operations4 min read

Collecting Client Retainer Payments via Razorpay

Automate monthly client retainer invoicing, payment links via WhatsApp, and instant settlement reconciliations with Razorpay.

app.pyngyn.ai/clientspace/billing/retainers-razorpay

Razorpay Practice Billing & Retainer Mandates

Automated e-Mandate Realization
Horizon Exports Ltd — Monthly Retainer (Aug 2026)₹45,000 + GST✓ Paid via UPI AutoDebit
Apex Logistics — Statutory Audit Advance₹1,25,000 + GST✓ Settled via NetBanking
ClientSpace Real-Time Platform:Collecting Client Retainer Payments via Razorpay
Live Interactive SandboxTest drive this module

Eliminate delayed client collections and manual bank transfer reconciliations with integrated digital invoicing and payment collection.

21. Razorpay Payment Gateway Integration

Connect your practice Razorpay merchant account to generate automated payment links with support for UPI, NetBanking, Credit Cards, and NEFT/RTGS.

32. 1-Click Client Portal Settlements

Clients can view pending practice invoices and settle monthly retainers directly in their ClientSpace portal with instant GST-compliant receipt generation.

43. Automated Retainer Realization

Settled payments automatically update your engagement billing ledger, marking invoices as cleared and updating practice realization metrics.

Need assistance configuring this module for your firm?

Our practice onboarding specialists provide 1-on-1 migration assistance, custom GSP bridge configuration, and team training for CA partnerships.

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