Mobile Dashboard

The Cashfree Pulse app helps you manage your business from your mobile device. You can monitor performance, track transactions, initiate settlements, and maintain payment and customer records. The app is available for iOS and Android.

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Getting started

Download the app from the following locations: To begin using the Cashfree Mobile Dashboard:

1. Sign in with your registered email address and password.
2. If you don’t have a Cashfree account, sign up for a Cashfree account.
3. (Optional) Enable biometric authentication from your profile settings for added convenience and security.

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Key features

The Cashfree Mobile Dashboard includes the following features:

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Monitor business performance

The Home screen provides a quick glimpse of key business metrics through charts and summaries that help you monitor your financial performance at a glance. The following metrics are available on the Home screen:

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Manage payments

Create payment links and share payment handles directly from the Home screen.

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Create a payment link

Create payment links to request payments from your customers. Share the link via SMS or email, and customers can complete transactions securely. To create a payment link:

1. On the Home screen, select Create Payment Link.
2. On the Create Payment Link screen, select the currency from the dropdown list, and then enter the payment amount.
3. Under Payment Description, enter a description that explains what the payment is for. This description appears to the customer.
4. Under Phone Number, select the country code from the dropdown list, and then enter the customer’s phone number.
5. Optionally add:
   • Customer’s name under Name.
   • Customer’s email address under Email Address.
6. Expand Additional Options to configure settings such as:
   • Send Payment Link: Select SMS or Email to send the payment link to the customer.
   • Allow Partial Payments: Enable customers to make partial payments against the total amount.
   • Minimum Amount: If you allow partial payments, enter the minimum amount that customers can pay.
   • Set Link Validity: Select the expiry date and time for the payment link.
   • Link ID: Enter a unique identifier for the payment link.
   • Add Notes: Enter any additional notes or instructions for your reference.
7. Select Create to generate the payment link.

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Share a payment handle

Share your unique payment handle with customers to accept payments. To share a payment handle:

1. On the Home screen, select Share Payment Handle.
2. Select Preview to view the payment handle before sharing.
3. Select Copy or Share Now.
4. Select your preferred sharing method, and then share the payment handle.

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Analyze business insights

The Insights screen provides detailed business performance analysis, tracking, and comparison across different time periods. Access comprehensive business metrics and performance data with advanced filtering and comparison options. Each insight displays a View all option for additional detailed information. To view your insights: On the bottom navigation bar, select the Insights tab.

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View transaction history

Use the History tab to view and manage all transaction-related activities within your account. Access detailed information about payments, orders, disputes, and refunds, and use search and filter capabilities to locate specific transactions. To view your transaction history: On the bottom navigation bar, select the History icon (clock symbol). Each transaction category provides specific filter options to help you locate transactions. The History tab organises transactions into four main categories:

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Manage disputes

Take action on payment disputes directly from the History tab when disputes require your response. To contest a dispute and submit evidence:

1. On the History tab, select Disputes.
2. Select the dispute that shows “Action required” status.
3. Review the dispute details including dispute ID, reason, transaction amount, and dispute type.
4. Select Take Actions to respond to the dispute.
5. On the response screen, choose your action:
   • Accept dispute: Accept the dispute without contesting
   • Contest dispute and submit evidence: Challenge the dispute with supporting documentation
6. If contesting, upload relevant evidence documents:
   • Delivery/Service Proof: Documentation showing successful delivery or service completion
   • Cancellation of Service Proof: Evidence of service cancellation or modification
   • Refund Proof: Documentation of refunds processed to the customer
   • Extra Charges Declaration: Justification for additional charges applied
7. Select Submit Evidence to complete your response.

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Initiate refunds

Initiate refunds for successful payment transactions directly from the History tab. The refund process provides detailed transaction information and allows you to process full or partial refunds with optional notes. To process a refund:

1. On the History tab, select Payments.
2. Select the successful payment transaction you want to refund.
3. Review the transaction details including:
   • Transaction ID and amount
   • Customer details (phone number and IP address)
   • Payment timeline with creation and success timestamps
4. Select Initiate Refund at the bottom of the transaction details screen.
5. Review the refund information:
   • Processing time: 2-3 business days
   • Eligible refund amount: Maximum amount available for refund
6. Configure the refund details:
   • Currency: Confirm the refund currency (automatically set to transaction currency)
   • Amount: Enter the refund amount (partial or full amount up to the eligible limit)
   • Add note: Optionally provide a reason or note for the refund
7. Select Initiate Refund to confirm and process the refund request.

Search for transactions Locate specific transactions by entering relevant identifiers or customer information. Available search criteria vary by transaction category. To search for a transaction:

1. Select the appropriate category tab.
2. Select the search field dropdown to choose your search criteria.
3. Enter the search value in the text field. Results display automatically as you type.

Filter transactions by status Refine your transaction view by filtering based on the current status. To filter transactions:

1. In the upper-right corner, select the filter icon.
2. Select one or more status options.
3. Select Apply filters.

To clear all filters, select Reset. Select a date range By default, the History tab displays transactions from the past 30 days. To customise the date range, select the date dropdown and choose your preferred timeframe.

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Manage settlements

Use the Settlements tab to track and manage fund transfers to your bank account. View settlement schedules, monitor processing status, and initiate on-demand withdrawals when needed. To access your settlements, select the Settlements icon on the bottom navigation bar.

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Settlement types

Choose the settlement method that best fits your cash flow needs:

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View settlement summary

The Settlements screen displays key information about your account balance and settlement status:

• Pending settlement amount: The total amount to be settled to your bank account, including the expected settlement date.
• Last settlement: The amount and timestamp of your most recent completed settlement.
• Unsettled balance: The current balance available for settlement.

Settlement transactions are organised by month. To view detailed information about a specific settlement, select the transaction entry from the list. Search and filter settlements Locate specific settlement transactions using the Unique Transaction Reference (UTR) number, which is a unique identifier assigned to each settlement transaction. To search for a settlement:

1. Select the appropriate tab (Standard or On-Demand).
2. In the search field, enter the UTR number. Results appear automatically as you type.

To filter settlements by processing status:

1. In the upper-right corner, select the filter icon.
2. Select one or more status options (Processed, Failed, or In Progress).
3. Select Apply filters.

To clear all filters, select Reset. Select a date range By default, the Settlements tab displays transactions from the past 30 days. To customise the date range, select the date dropdown and choose your preferred timeframe.

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Withdraw funds on demand

Access your funds immediately within your available daily limits. The daily withdrawal limit shows the remaining amount available for on-demand settlements. This limit resets daily based on your account configuration. To withdraw funds on demand:

1. Select the On-Demand tab.
2. Review your available balance and remaining daily limit.
3. Select Settle Now.
4. Follow the on-screen instructions to complete the withdrawal.

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Additional features

The mobile dashboard provides navigation and account management features from the Home screen.

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Access notifications

To view notifications:

1. On the Home screen, select the bell icon in the upper-right corner.
2. Review your notifications for transaction updates, settlement alerts, and account information.

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Get help

Access support through the Cashfree Care support system. To open the support chat:

1. On the Home screen, select the help icon (?) in the upper-right corner.
2. Browse suggested questions or enter your question in the text field.

The support system answers questions about payment gateway transactions, refund status, payout transfers, and other account-related topics.

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Manage your profile

Access and update your account settings, security preferences, and app configurations through the Profile screen. To access your profile: On the Home screen, select the profile icon in the upper-left corner. The Profile screen provides the following options: Change your password To change your password:

1. On the Profile screen, under Security, select Change Password.
2. Follow the on-screen instructions to update your password.

Enable biometric authentication To enable biometric authentication:

1. On the Profile screen, under Security, select the Biometric Authentication toggle.
2. Follow the prompts to set up fingerprint (Android) or Face ID (iOS) authentication.

Access support options To access help and support:

1. On the Profile screen, under Help & Support, select one of the following options:
   • Chat with support: Open the Cashfree Care support system for instant help.
   • Request a feature: Submit feature requests or suggestions.
   • Your Account Manager: Contact your dedicated account manager.

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Configure push notifications

Manage notification preferences to receive alerts for account activities. To configure push notifications:

1. On the Profile screen, under Settings, select Push Notifications.
2. On the Manage Notifications screen, configure the following options:
   • Transaction Success: Receive notifications for each successful payment.
   • Settlement Updates: Receive alerts for settlements, upcoming holidays, and key updates.
3. Select the toggle switch to enable or disable each notification type.

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Sign out

To sign out of your account:

1. On the Profile screen, scroll to the bottom of the screen.
2. Select Log out.