Product Walkthrough

Cashfree Payment Gateway helps businesses accept domestic and international payments, with a wide range of payment options. You can easily collect payments from your customers using our pre-built checkout integrations or customize the payment flow (Seamless Basic and Seamless Pro) for your customers in line with your business needs.

Accessing Your Cashfree Payment Gateway Dashboard

• Login to your Cashfree Account.
• Navigate to Payment Gateway → Click on the Access option to proceed.

Dashboard Overview The All-New Cashfree Payment Gateway Dashboard is divided into the following parts:

Summary The Summary section gives an overview of key metrics in the payment gateway dashboard, including daily and weekly transaction insights.
Here, you can check the summary of:

• Recent Settlements
• Disputed Transactions
• Suspicious Transactions
• Total number of Transactions & Refunds

Use the Date Filter to view details for a specific period. The Business Metrics provided help with informed decision-making.

Transactions Under Transactions, you can see details of all payments at different stages: refunds, disputes, and suspicious transactions.

Payments

• View all received payments and their status against created orders.
• Click on a transaction to view Customer Details such as Name, Email, and Contact Number.
• Use filters like Status, Payment Methods, and Order Amount to search for transactions.
• To initiate a refund:
  • Click Initiate Refund for successful transactions.
  • For partial refunds, specify the amount and confirm.
  • Refunds are processed within 5 working days.

Refunds (New!)

• Use the Refunds tab to view all initiated refunds.
• To check refund status, click on the transaction and view details.

Disputes The Disputes tab lists transactions marked as disputed.

• Disputed transactions arise when a customer questions the validity of a transaction.
• Merchants can upload documents to validate transactions by clicking Respond.
• The transaction status will be marked as Dispute Opened until resolved, after which it is either Dispute Closed or refunded to the customer.
• Common dispute reasons include unauthorized transactions, billing errors, or dissatisfaction with goods/services.

Suspicious Transactions

• High-risk transactions are marked as Suspicious.
• Details of suspicious transactions are available by clicking on the transaction.

Settlements The Settlements tab allows you to view all settlements for customer payments.

• Use filters to find specific transactions.
• Download settlement reports using the Download button.

Instant Settlements (New!)

• Gain immediate access to funds for better cash flow management.
• To enable instant settlements, fill out the provided form.

Payment Links Under Payment Links, view payments as Received, Awaited, or Expired.

Creation

• Create a payment link by clicking Create Payments Link → Enter details → Set order expiry time → Click Create & Send.

Details

• View transaction details, including Name, Email, and Number of the customer.
• Track the status of the payment link on this page.
• Reshare or edit payment links if the payment is awaiting.

Batch Payment Links

• Generate payment links for multiple transactions under the Batch tab.
• Download the sample file, upload transactions, and click Upload File.

Reports Cashfree offers a variety of reports for better understanding and reconciliation, such as:

• Transactions, Settlements, Refunds, and Ledger Reports.

Downloading Reports

• Select Report Type, specify the period and filters, then click Generate Report.
• Reports can be downloaded in CSV format.

API Keys

• Generate API keys by clicking Generate Key and authenticate via OTP.
• View or reset keys through the dashboard.

Settings

• Branding: Customize your logo and brand colors.
• Payment Methods: View and manage activated payment methods.
• Merchant Notifications: Configure notifications for payments, refunds, and risk alerts.
• Bank Accounts: View active and inactive settlement bank accounts.

For testing, switch to the Test Environment. For queries, contact us at care@cashfree.com.