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Partner Dashboard

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The Partner Dashboard is a feature-rich user interface that helps you to add and manage your merchants effectively. Analyse your business progress, monitor your commissions and more within the dashboard.

Summary

The Summary screen gives you details about your daily transactions, like the current-day transaction count, the value of the transactions made by your merchants, and the last commission amount you received from Cashfree as per the referral program.

The Partner Details section displays your membership code and the date of partner activation. A referral link is also shown in the Summary screen. You can copy this link and send it to your merchants for signup. When someone signs up using your referral link, you will receive commissions based on the merchant's transactions.

To showcase that you are Cashfree Verified Partner, a partner logo is available on the Summary screen. You can use it on your website and for communication with your merchants.

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Summary Screen

Merchants

Add Merchant

To add a merchant,

  1. Go to the Partner Dashboard > Merchants > Add Merchant.

  2. In the Add New Merchant screen, enter the merchant Business Name, Registered Email", Phone Number, and Merchant ID**. Merchant ID is a unique alphanumeric identifier for the merchants. It will be auto-generated if not provided. The maximum number of characters allowed is 40. (Hyphen and underscore allowed.)

  3. For faster onboarding and KYC verification, you can submit the merchants' basic KYC details.

    Details Required (Optional):

    • Business type
    • Business model
    • Business PAN details
    • Bank account details
    • Business category and subcategory
    • Business website link and application link
    • Authorised signatory PAN details
    • GSTIN

  4. Accept the terms and conditions, and click Submit. A verification email will be sent to the merchant, and the onboarding status will be updated after successful verification.

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Add New Merchant

To know more about how to activate an account, see our Activate Account and Account Activation Checklist page.

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If your merchant has not received the email, click the Resend Email option in the Merchants screen to resend the verification email to the merchant.

Bulk Upload Merchant Details

To onboard many merchants at once, you can add all the details in a file (format specified by Cashfree Payments) and upload it.

To bulk upload merchant details,

  1. Go to the Partner Dashboard > Merchants > click Bulk upload merchants.

  2. Click Upload File and choose the file you want to upload. Ensure all the details are provided as per the sample file. Fill in the mandatory fields - Business Name, Registered Email, Phone Number, and Merchant ID.
    You can also specify the business details, PAN, and bank account details of the merchants for KYC verification, if required.

  3. Details like the number of merchants added to the file, how many are valid/invalid, and the status of the uploaded file will be displayed after the file is successfully uploaded. You can download the file and correct any errors in the file and upload it again.

Sample file is available here.

Activation Lifecycle

Onboarding Status

Pending Email Verification: The Merchant must first verify their registered email address. An email is sent automatically from Cashfree Payments (from [email protected]) to the merchant email ID you specified when you added the merchant details.
If the merchant has not received the email in their Primary inbox, please ask them to check it in the Spam folder. If the merchant has not received the email you can use the Resend Email email to send the verification email again.

Email Verified: This means that Merchant has verified their email address, and can now start their KYC verification process.

KYC Status

Min KYC Pending: Merchant must submit the required KYC documents.
Min KYC Submitted: Merchant has submitted their KYC documents and the documents are being reviewed by Cashfree Payments.
Min KYC Approved: Merchant KYC has been approved and Payment Gateway product is activated.

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Note:

If the merchants have verified their email you can fill out the KYC on behalf of the merchant and activate the account for your merchants.

PG Orders

The PG Orders screen gives you merchant-wise details about the number of transactions made, transaction amount, and the total commission you have received.

By default, the report shows details for the last days. You can filter and view the details as per your requirement.

Payout Transfer

The Payout Transfer screen gives you details about the transfer count, transaction amount, and the commission you have received merchant-wise.

Commission

The Commission screen gives you details of all the commissions you have earned month-wise. The volume of transactions made, the total transaction amount, and the commission you have earned will be displayed on this screen.

The commission amount will be settled in your account month-wise.

Updated 6 months ago