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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 ā†’ 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 ā†’ Enter details ā†’ Set order expiry time ā†’ 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, fill out the Support Form.