Prerequisites🔗

You must have a Razorpay account. So sign up with Razorpay to access the Dashboard.

Dashboard Actions🔗

You can perform the following actions using the Razorpay PG Dashboard.

Transactions

• Payments tab
  • Manually capture a payment.
  • Issue full and partial refunds.
  • View details of a payment.
• Refunds tab
  • View details of a refund.
• Orders tab
  • View details of an order.
• Disputes tab
  • View a list of disputes raised.

Settlements

• Enable a Settlement placed on Hold.
• View details of a settlement.
• View detailed breakup of a settlement.

Reports

• Generate a Report.
• Increase report generation limit.

My Account

• Profile
  • Enable 2-step verification at the account level.
  • Request a change to your settlement (bank) account.
  • Update login email.
  • Add support details.
  • Add or update website/app details.
  • Update limit per domestic transaction.
  • Update limit per international transaction.
  • Update brand name.
• Credits
  • View Amount credits.
  • Add Fee credits.
  • Add Refund credits.
  • Configure Credit Alerts.
• Balances
  • Add funds to your current balance.
  • Add funds to your reserve balance.
• Trusted Badge
  • Add Trusted Badge to Checkout.
• Manage Team
  • Invite users to join your team.
  • Assign roles to the users.
  • Update the role of a user.
  • Remove users from your team.
  • Team level 2-step verification.
• Support Tickets
  • Track the status of your ticket.
  • Raise a new ticket.

Settings

• Configuration
  • Change checkout theme.
  • Enable flash checkout.
  • Configure payment capture settings.
  • Change default refund speed.
  • Manage fee bearer model.
  • Enable international payments.
  • Manage email notifications.
  • Manage SMS notifications.
  • Manage WhatsApp notifications.
• Webhooks
  • Configure and manage Webhooks.
• API Keys
  • Generate/Regenerate API Keys.
• Payment Methods
  • Enable Payment methods.
• Reminders
  • Set reminders for Payment Links.

Offers

• Create and manage offers.

Invoices

• Create and manage Invoices.

Payment Button

• Create and manage Payment Button.

Payment Links

• Create and manage Payment Links.

Payment Pages

• Create and manage Payment Page.

Route

• Route Dashboard.

Subscriptions

• Create and manage Subscriptions.

Smart Collect

• Create and manage Virtual Accounts.

Customers

• Create and manage Customers.