Payments

Payments is one of the most crucial parts of a business. By setting up an efficient payment method, one can ensure a hassle-free functioning of transactions. This module helps you enable a variety of payment methods for your online store. It also helps you manage all your payments (pending and to be paid).

When any customer checks out from your website, they are able to select the payment methods for their orders based on the payment modes enabled by you.


Step 1.
Navigate to the Payments module from the main menu.

The following page will be displayed.

To receive payments in your bank account, you need to Add KYC/Bank details. Click here to learn more.

The data is displayed in the following columns:

  • Date: Displays the date and time when order was placed.
  • Order: Displays the order number that was placed on that particular day. In-case there is more than 1 order , then the count of orders will be displayed, clicking on which all the order numbers will appear.
  • Customer: Displays the mobile number of the customer. Hovering on the 74 will display all the details of the customer.
  • Amount/Mode: Displays the amount and mode of payment of the order placed.
  • Charges: Displays the payment gateway charges and tax levied.
  • Transferred: Shows the status whether the expected amount is pending or received.
  • Invoice Status: This column displays whether or not there is a need to upload an invoice for the transaction that was carried out for that order.

Note
Invoice is required only if the transaction is carried out using Jd Pay.

Step 2.
Click on Successful Payments to view the list of customers whose payment has been successful. You can also view whether the refund has been initiated or completed for failed payments by clicking on Failed Payments – Refund Initiated/Completed.

Searching and Filtering Online Payments

Searching

You can search for a specific customer's order by entering that customer's mobile number in the Search Bar.

Filtering

You can filter the orders based on order date.

Step 1.
Click on the date range option.

Step 2.
Select the date range from the given drop-down.

Step 3.
In case of custom date range select the date range from the calendar.

Step 4.
Once done, click on Apply.

Step 3.
Click on the required order to view the payment details.

The following slider will be displayed.

  1. This section displays the customer name and payment mode through which payment is done.
  2. Displays the details of the payment made. It displays the transaction id and payment source.
  3. Here you can upload the invoice against the payment you received from your customer. This is an approach towards monitoring of frauds as per the RBI guidelines.  Hence, you need to upload an invoice against all the transactions that are carried using Jd Pay.

Step 4.
Click on Upload Invoice to upload the invoice.


Note
Online payments will not be transferred to your bank account if KYC is not updated & approved. Bank details are required to transfer online payments to your bank account.

Step 5.
Select the invoice from your system and click on Submit .

Once your invoice is approved, it takes between 24-48 hours for payments to get transferred in your account.

Invoice Rejection
If in case your invoice gets rejected, the reason for rejection will be displayed as follows:
Rectify the error and upload the invoice again and submit.

Export Online Payment Report

To export a detailed report of your online payment, follow the given steps:

Step 1.
Click on the Online Payments page.

Step 2.
Click on Export and the following modal will be displayed.

Step 3.
Enter the Start Date and the End Date between which you want to export the data. Click on the calendar icon to select the dates.

Step 4.
Click on Export Report and the following modal will be displayed.

Step 5.
Click on Download file to download the report.

Step 1.
Click on Payments from the main menu.

The following page will be displayed.

  1. Displays the name of the customer you paid the amount.
  2. Displays the amount paid by customer.
  3. Displays the payment mode and payment details.
  4. Displays the Invoice Status.

Note
Invoice is required only if the transaction is carried out using Jd Pay.

Step 2.
Click on the required order to view the payment details and the following slider will be displayed.

  1. This section displays the customer name and mode through which payment was made.
  2. Displays the payment details. It displays the transaction ID and payment source.
  3. Here you can upload the invoice against the payment you received from your customer. This is an approach towards monitoring of frauds as per the RBI guidelines.  Hence, you need to upload an invoice against all the transactions that are carried using Jd Pay.

Step 3.
Click on Upload Invoice to upload the invoice. Select the invoice from your system and click on Submit .


Note

Online payments will not be transferred to your bank account if KYC is not updated & approved. Bank details are required to transfer online payments to your bank account.

Once your invoice is approved, it takes between 24-48 hours for payments to get transferred in your account.

Invoice Rejection

If in case your invoice gets rejected, the reason for rejection will be displayed as follows:

Rectify the error and upload the invoice again and submit.

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