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Payments & Billing

Zennor uses Razorpay to securely process all your clinic's transactions. The Payments module acts as your central financial hub for both upfront purchases and recurring memberships.

1. Setting Up Your Payment Gateway​

To accept payments through your Zennor Custom Patient App, you must connect your Razorpay credentials.

  1. Navigate to the Settings tab in your Admin Panel.
  2. Select the Payments & Billing section.
  3. Enter your Razorpay Key ID and Razorpay Key Secret.
  4. Click Connect Gateway.

[!CAUTION] Account Verification Ensure your Razorpay account is fully KYC-verified and live before connecting. Test mode credentials will not process real patient payments.

2. Managing Transactions​

All financial activity is tracked within the Payments tab of your Admin Panel.

Viewing the Ledger​

The Payments dashboard provides a real-time ledger of all transactions:

  • Status: Track if a payment is Success, Pending, Failed, or Refunded.
  • Source: Identify whether the transaction came from an In-App Purchase, an In-Clinic Payment Link, or a Recurring Subscription.
  • Patient Details: Click on any transaction to view exactly who made the purchase and the associated cart items.

Your front desk can trigger payments physically in the clinic without a point-of-sale card reader:

  1. Open the patient's checkout invoice on the Reception Dashboard.
  2. Click Generate Payment Link.
  3. A Razorpay SMS/WhatsApp link is instantly sent to the patient's phone.
  4. The patient taps the link, pays via UPI, Card, or Netbanking on their own device.
  5. The Zennor invoice automatically marks itself as 'Paid' on the receptionist's screen in real-time.

3. Recurring Memberships (Auto-Billing)​

Zennor can automatically bill patients for recurring memberships.

How it Works​

When a patient signs up for a Membership via the app, Razorpay securely tokenizes their payment method. The system automatically charges that card on the configured billing cycle (e.g., Monthly or Annually).

Failed Payments & Retries​

If a recurring payment fails (e.g., due to an expired card, failed UPI mandate, or insufficient funds):

  1. Automated Notification: The patient receives a notification to update their payment method or clear the balance.
  2. Grace Period & Retry: The system attempts to re-bill based on Razorpay's auto-retry logic.
  3. Suspension / Cancellation: If all attempts fail, the membership order may be marked as expired or cancelled, suspending their benefits.

Cancellation & Lifecycle​

Membership cancellation logic and benefit expiry depend on the specific state of the subscription (e.g. Cancelled immediately vs. Cancelled at period end).

For the canonical source of truth regarding all membership states, failed payments, and cancellation behaviors, refer to the Membership Lifecycle documentation.

4. Refunds and Chargebacks​

Refunds can be initiated through the Admin Panel or directly via the Razorpay dashboard.

Full Refunds​

If you issue a full refund, Zennor automatically reverses the patient's transaction:

  • The cash balance or wallet amount is returned.
  • Used Loyalty Points are refunded, and earned points are deducted.
  • Inventory stock for physical products is returned.
  • Treatment credits and allowances are revoked.
  • The transaction is marked as Refunded.

Partial Refunds​

Partial refunds are supported but behave differently. If Razorpay processes a partial refund (where the refunded amount is less than the total paid), Zennor updates the order status to partially_refunded.

[!WARNING] Entitlement Reversals Skipped For partial refunds, Zennor does not automatically reverse treatment credits, stock, or loyalty points. The entitlements remain with the patient, and you must manually adjust them if necessary.

Disputes​

If a patient initiates a chargeback or dispute via their bank, Razorpay sends a payment.dispute.created webhook to Zennor. The order or membership is immediately marked as Disputed and benefits may be revoked pending resolution.

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