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📘 Razorpay Dashboard – Complete Explanation & User Guide

1. Introduction to Razorpay Dashboard

The Razorpay Dashboard is the control panel where merchants can manage and monitor all payment-related activities.
From here, you can:

  • Track payments and refunds

  • View settlements and bank transfers

  • Manage customers and subscriptions

  • Configure payment methods and API keys

  • Download reports and reconcile accounts

Login URL: https://bankingprograms.razorpay.com/signin

2. Dashboard Home (Overview)

After logging in, the home screen shows a quick summary:

  • Total Payments Received – Today / This week / This month

  • Success & Failure Rate – Helps track payment performance

  • Recent Transactions – Latest successful and failed payments

  • Settlement Status – Pending and completed settlements

This page gives a quick health check of your payment system.

3. Payments Section

Path: Payments → Transactions

Here you can see all customer payments.

Each transaction shows:

  • Payment ID

  • Order ID

  • Customer Name / Email

  • Amount

  • Payment Method (UPI, Card, NetBanking, Wallet, etc.)

  • Status (Captured, Failed, Refunded, Authorized)

  • Date & Time

Key Actions:

  • Click any payment to view full details

  • Filter by date, status, payment method

  • Export transactions as CSV for reports

4. Orders Section

Path: Payments → Orders

Orders are created from your website before payment.

Details shown:

  • Order ID

  • Amount

  • Status (Created, Paid, Failed)

  • Linked Payment ID

Used mainly for:

  • Tracking order-based payments

  • Debugging payment issues from website integrations

5. Settlements & Payouts

Path: Settlements / Banking

This section shows how money moves from Razorpay to your bank.

Settlements:

  • Total amount settled

  • Settlement date

  • Bank reference number

  • Breakdown of:

    • Gross amount

    • Fees & taxes

    • Net amount credited

Payouts:

Used for transferring money to vendors, partners, or employees directly from Razorpay.

You can:

  • View payout status (Processed, Pending, Failed)

  • Download settlement reports

6. Refunds

Refunds appear inside individual payment details.

You can:

  • Issue full or partial refunds

  • Track refund status (Pending / Processed / Failed)

  • See refund amount and date

Refunds are automatically adjusted in future settlements.

7. Customers Section

Path: Customers

This stores customer profiles automatically created when payments are made.

Contains:

  • Customer name

  • Email and phone number

  • Saved cards / UPI IDs (if enabled)

  • Linked payments and subscriptions

Useful for:

  • Subscription billing

  • Repeat payments

  • Customer history tracking

8. Subscriptions (If Enabled)

Path: Subscriptions

Used for recurring payments like:

  • Monthly plans

  • Memberships

  • EMI-based billing

You can:

  • Create plans

  • View active, paused, and cancelled subscriptions

  • Track upcoming and completed charges

9. Reports & Analytics

Path: Reports

Available reports:

  • Payments Report

  • Settlements Report

  • Refunds Report

  • Tax & GST Reports

You can:

  • Filter by date range

  • Download CSV / Excel files

  • Use reports for accounting and reconciliation

Analytics shows:

  • Payment success rate

  • Popular payment methods

  • Daily / weekly transaction trends

10. Account & Settings

Path: Settings

Important configuration area:

Profile & Business Settings

  • Business name and address

  • Contact details

  • Bank account for settlements

API Keys & Webhooks

  • Generate Key ID and Key Secret for website integration

  • Configure Webhooks for order and payment status updates

Payment Methods

Enable / disable:

  • UPI

  • Credit / Debit Cards

  • Net Banking

  • Wallets

  • EMI

Team & Access Control

  • Add team members

  • Assign roles like Admin, Finance, Developer

11. Disputes & Chargebacks

Path: Disputes

Shows:

  • Chargeback cases

  • Customer complaints

  • Dispute status (Open, Under Review, Won, Lost)

You can:

  • Upload evidence

  • Track deadlines

  • Monitor dispute resolution

12. Test Mode vs Live Mode

Razorpay provides two modes:

  • Test Mode – For development and testing payments (no real money)

  • Live Mode – Real transactions with customers

Always switch to Live Mode only after full testing is completed.

13. Security & Best Practices

  • Never share API Secret Keys

  • Enable two-factor authentication (2FA)

  • Regularly download and reconcile settlement reports

  • Monitor failed payments and disputes



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