Settlements - Dashboard Actions

View settlement details, check the settlements break-up, enable settlements on hold and view reports from the Razorpay Dashboard.


You can view the settlement details, check the settlement break-up, enable settlements on hold and view reports from the Razorpay Dashboard.

View Settlements Using Dashboard🔗

You can view details of settlements made to you from the Razorpay Dashboard.

You can view a detailed break-down of the amount settled to you from the Dashboard. You can view details, such as the total settlement amount (credit + debit amount), applicable service fees, service tax, adjustments, and so on.

Watch this video to see how to view settlements from the Razorpay Dashboard.

To view settlement details:

  1. Log into the Razorpay Dashboard.
  2. Navigate to Settlements.
  3. Click on a Settlement ID that you wish to refer to.

Settlements Break-Up Description🔗

The following screenshot displays the settlement breakup:

In this example

CopyThe amount settled to your account = Payment - Adjustment - Tax - Fee - Transfer + Reversal The amount settled to your account = 18012.00 - 6.00- 65.56 - 364.24 - 40.00 + 11 The amount settled to your account = 17547.20

A settlement has the following components:

Payment
The total payment amount that is being settled before deductions.
Adjustment
Adjustments to transactions, if any.
Tax
Tax deducted on the payment.
Fee
Fees deducted by Razorpay for the transactions.
Transfer
Transfers made if any. Transfers are payouts made to your linked accounts. Handy Tips
Linked accounts are accounts created for third-party sellers by you after onboarding them onto the Razorpay platform.
Reversal
Reversals made if any. Reversals are refunds you have issued to your customer.

View Settlements Using API🔗

You can view settlement details using the Settlements API.

View Settlement Timeline on Dashboard🔗

You can view the settlement timeline to check when the settlement for a particular payment will be credited.

To view the settlement timeline:

  1. Log into the Razorpay Dashboard.

  2. Navigate to Transactions and select Payments or Refunds depending on what you wish to view the settlement timeline for.

  3. Select the payment ID or the refund ID you wish to check.

  4. Click View settlement timeline.

  5. Upon expanding the settlement timeline, you will be able to see the settlement schedule for that particular payment.

Reports🔗

Detailed insights can be gained using reports and real-time data on the Razorpay Dashboard. These reports can then be used for accounting and reconciliation purposes. Know more about reports.

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