Payouts Dashboard

Learn about the amazing features of the Payout Dashboard.

Payouts dashboard helps you with active disbursal management. With our dashboard, you can effectively operate, automate, and monitor your account. You can use it to manage transfers and reversals, handle disputes, and gain insight into the overall disbursals of your business.

You must first Sign Up with Cashfree and activate your account. Once you have set up your account, you can use it to access the dashboard and to create actual transfers.

Summary

The summary provides a high-level insight into your payouts account. It gives you information like, the available balance and transferred amount. It provides you some statistics about your daily and weekly transfers. The Summary dashboard provides useful at-a-glance insight about the payout disbursals in your business.

Summary

Cashgram

Payouts Cashgram is a specially crafted web link to send money to your customers. With Cashgram you can send instant refunds for COD payments, cash prizes to the customers, security deposits that need to be returned, and so on, even if you do not know their bank account details. Users have to simply click on the link received on Whatsapp, email or SMS and accept the payment using one the payment methods provided.

Cashgram reduces the process time for refunds/payments by eliminating the extra manual work that you would have to do to collect users bank details and process it further.

Cashgrams

To generate a cashgram,

  1. Go to Payouts Dashboard > Cashgram > Cashgrams > click NEW CASHGRAM. OTP is sent to your registered phone number.

  2. Enter the OTP received on your phone, and click Submit.

  3. Enter the Cashgram Id, Customer Name, Amount to be transferred, Customer Phone, and Customer Email.

  4. Select an Expiry date. The Cashgram link will not be valid beyond this date.

  5. Enter the Remarks.

  6. Select the checkbox Send Cashgram Link via WhatsApp, Email, and SMS to user.

  7. Click CREATE. The Cashgram link is created and sent to the customer.

NEW CASHGRAM

Bulk Cashgrams

When you have to send cashgrams to a large number of customers you can use the Bulk Cashgram feature.

You can view the status of the uploaded files and also download to view the details.

Cashgram: Bulk Cashgram

To upload a bulk cashgram file,

  1. Go to Payouts Dashboard > Cashgram > Bulk Cashgrams > click UPLOAD FILE.

  2. Download a sample format in which you need to provide the Cashgram details.

  3. Fill in the details and save the file.

  4. Click CHOOSE FILE to select the file and then click UPLOAD.

Upload Bulk Cashgrams

Approve Bulk Cashgrams

The approve bulk cashgrams feature allows you to approve or reject any bulk cashgrams file for payouts.

Cashfree enables Approve Bulk Cashgrams on request by the merchant.

Approve Bulk Cashgram

Beneficiaries

Add your customers as beneficiaries using their bank account details or UPIs to make instant and automated payments.

Beneficiaries

To add a beneficiary,

  1. Go to Payouts Dashboard > Beneficiaries > Beneficiaries > click NEW BENEFICIARY.

  2. Enter the Beneficiary Id, Name, Phone, UPI or Bank Account details, and the address.

  3. Click ADD BENEFICIARY.

NEW BENEFICIARY

Transfers

You can make a quick transfer to your beneficiaries using the Transfer feature. You can also check the status of recent payouts made to your beneficiaries.

Transfers

To make a quick transfer,

  1. Go to Payouts Dashboard > Transfers >Transfers > click QUICK TRANSFER.

  2. Enter the beneficiary Id, and the amount that you want to transfer, and click NEXT.

  3. Select the transfer mode. Bank, UPI, and wallet transfers are available. Click NEXT.

  4. Review the transfer details, and click TRANSFER.

QUICK TRANSFER

Bulk Transfers

When you have a large number of transfers to make to your beneficiaries, you can use the Bulk Transfer feature. To do a bulk transfer you need to upload a .csv file that contains the beneficiary details.

You can view the status of the uploaded files and also download to view the details.

Transfers: Bulk Transfers

To upload a file for bulk transfer,

  1. Go to Payouts Dashboard > Transfers > Bulk Transfers > click UPLOAD FILE.

  2. Select the format in which you have provided the beneficiary details.

  3. Click CHOOSE FILE to select the file, and click UPLOAD.

If you are yet to add the details to the file, download the sample format, and then fill in the details.

Upload Bulk Transfer

Approve Bulk Transfers

The approve bulk transfer feature allows you to approve or reject any bulk transfer file for payouts.

Cashfree enables Approve Bulk Transfer on request by the merchant.

Transfers: Approve Bulk Transfers

Reversed Transfers

You can view all the transfers that have been reversed by the bank. To view the reversed transfers, go to Payouts Dashboard > Transfers > Reversed Transfers. You can also download all the transfers for further analysis.

Transfers: Reversed Transfers

Statement

You can view all the transactions made with your Payouts account in the Statement section. To view your account statement, go to Payouts Dashboard > Statement. It includes the Cashfree transfers, account credits, reversals, withdrawals, bank details verification, and transfer between your payout accounts.

Account Statement

Bank Account Verification

You can verify the bank account details of your beneficiaries before adding them to your payouts account using the Bank Account Verification feature. This helps you in making successful transfers to your beneficiaries.

Bank Account Verification: Verify

To verify the beneficiary bank details,

  1. Go to Payouts Dashboard > Bank Account Verification > Verify.

  2. Enter the bank account details and click Submit to verify the beneficiary bank details.

Bank Verification Report

You can view the verified bank account details of the beneficiary in the Bank Verification Report.

To view the verified details,

  1. Go to the Payouts Dashboard > Bank Account Verification > Report.

  2. In the Bank Verification Report screen, specify the date for which you want to see the details, and click Download, to download and view the details.

Bank Account Verification: Report

UPI Verification

You can verify the UPI details of your beneficiary before adding them to your payouts account using the UPI Verification feature. This helps you in making successful transfers to your beneficiaries.

UPI Verification

To verify the beneficiary UPI,

  1. Go to Payouts Dashboard > UPI Verification > Verify.

  2. Enter the beneficiary UPI details in the UPI Verification screen, and click Submit to verify the UPI.

Account

You can view your personal details related to the Payouts account and the registered bank details in the Accounts section. You can view the account balance and credit information, and manage some of the actions related to your account.

To view the account details, go to Payouts Dashboard > Account > Basic Info.

Account: Basic Info

Account Balance

You can keep a check on your payouts account balance and account credit. You can also manage your withdrawals, and set a low balance alert for your Payouts Recharge Account.

To view the balance details, go to Payouts Dashboard > Account > Balance.

Account: Balance

Reports

You can generate and download your transfer reports for the required period.

To generate a transfer report,

  1. Go to Payouts Dashboard > Reports > Transfer Report.

  2. Click Generate Report in the Your Transfer Reports screen, and specify the date range.

  3. Click Generate. You can download the report for your analysis.

Other Reports

Other report feature allows you to,

  • Download summary report of Debits and Credits for the desired date range.

  • Download monthly invoices for payouts and bank detail verification.

Reports: Other Reports

Learn more about Reports here.

Access Control

Access control feature allows you to,

  • Generate new payouts API Keys, and deactivate existing API Keys which are not required.

  • Submit an IPv4 address for whitelisting. View and remove added whitelisted IP address, which are not required.

To add or delete API keys and IP addresses, go to Payouts Dashboard > Access Control. Select API Keys or IP Whitelist as per your need.

You can generate and use up to 3 API Keys at any point in time.

Access Control: API Keys

You can add up to 5 IP addresses for whitelisting.

Access Control: IP Whitelist

Reach out to the Cashfree team at techsupport@cashfree.com to approve an added IP for whitelisting.

Preferences

Payout preferences feature allows you to,

  • Set email preference for daily reports and transfer notifications.

  • Enable or disable transfer initiation email.

  • View the current webhook endpoint. Contact Cashfree to update your webhook endpoint.

To set your preference, go to Payouts Dashboard > Preferences.

Preferences

User/Alias Access

You can add users and assign permissions based on the requirement and role of the users using the User/Alias Access feature. You can also edit details and permissions of existing users.

To add/manage users, go to Payouts Dashboard > User/Alias Access.

User/Alias Access

Recharge Account

Cashfree creates a Payouts Recharge Account when the merchants complete the registration process with Cashfree. Every merchant gets an account number and an IFSC that is unique to their payouts account. You can view these details in the Recharge Account section in the Payouts Dashboard.

Payouts Recharge Account

Multiple Accounts

Cashfree supports multiple Payouts Accounts to support your business use cases. For example, if you want to additionally use NEFT payment mode, including the default IMPS mode which is already available, Cashfree will create an additional Payout Account. Write to Cashfree to create additional accounts.

You can manage the payouts from the required account and also make internal transfers from one Payout Account to another. You can switch between the accounts by selecting SWITCH ACCOUNTS in the Payouts Dashboard.

SWITCH ACCOUNTS

Click SWITCH ACCOUNTS, and select the required account to access the dashboard specific to that account.

Switch Payouts Account

Internal Funds Transfer

You can transfer funds from one Cashfree Payout Account to another using the Internal Transfer option. You will see the Internal Transfer option in the Payouts Dashboard once you have more than one Payouts Account enabled.

Internal Transfer

Write to Cashfree team at care@cashfree.com, if you want to use more than one Payouts Account.