API ReferenceIntegrationsKnowledge Base

Dashboard Operations

Feature Request:
This feature is available only on-demand. It is not available by default. Raise a request on our Support Portal to enable this feature.

To create a recurring payment using the Dashboard, you need to do the following:

  1. Create a registration link
  2. View the payment status
  3. Search for the token
  4. Charge the token

No need to create customer and order:
In the Dashboard workflow, you do not have to create the order or the customer separately. This is done by us automatically when you create the registration link and when the authorization transaction is completed, respectively.

1. Create a Registration Link to collect the Authorization Payment#

To create a registration link:

  1. Log into Razorpay Dashboard and navigate to SubscriptionRegistration Links.
  2. Click +Create New Link and follow the on-screen instructions.

Watch the short animation below for more details.

The registration link is sent to the customer. Once a customer successfully makes the authorization payment, you need to wait for the payment to reach the captured state.

Create Registration Links via APIs:
You can create registration links using APIs. Refer to the API section for more details.

Registration Link Fields#

The below table lists and gives a brief description of the various fields available when creating a registration link from the Dashboard.

Description mandatory

A brief description of the registration link.

Customer Name optional

Name of the customer. If you have already created a customer via APIs, you must enter the same Customer Name here.

Customer Contact mandatory

Phone number and email address of the customer. If you have already created a customer via APIs, you must enter the same email address and phone number here.

Notify optional

There are two ways in which you can send notifications:

  • SMS
  • Email
Receipt No. optional

A user-entered unique identifier for the order. For example, Receipt No. 1. This parameter should be mapped to the order_id sent by Razorpay.

Expiry optional

The expiry date of the link. Defaults to No Expire.

Payment Method mandatory

The payment method to make the authentication payment. Available options:

  • Emandate
  • Card
  • Paper NACH
  • UPI
Card

Details to be filled when you select Card as the payment method.

Amount mandatory
The payment amount. For Card, the minimum amount is ₹1.
Emandate

Details to be filled when you select Emandate as the payment method.

Skip Bank Details optional

Select this option if you do not want to pre-fill bank details in the registration link.

Bank Details

The customer's bank details.

Select Bank mandatory
Select the customer's bank.
IFSC mandatory
Enter the customer's bank IFSC.
Account Details

Customer's account details.

Beneficiary Name mandatory
Customer's name.
Account Number mandatory
Customer's account number.
Token Expire optional

Specifies the expiry date for the token. That is, how long you can charge the customer using the authorized payment method.

Amount mandatory

The payment amount. For Emandate, the authorization amount is ₹0. However, you can choose to auto-charge the customer an initial payment immediately after authorization by entering any amount greater than ₹0. For example, if you enter ₹1,000, the customer is auto-charged ₹1,000 as soon as the token is confirmed.

Token Max Amount optional

The maximum amount you can charge the customer once the authorization transaction is completed. Defaults to ₹99,999 (maximum value).

NACH

Details to be filled when you select Nach as the payment method.

NACH Form

Select this option if you have the customer's NACH form, but have not created a registration link for the customer.

Bank Detailsmandatory

The customer's bank IFSC.

Account Details

Customer's account details.

Beneficiary Name mandatory
Customer's name.
Account Number mandatory
Customer's account number.
Bank Account Type mandatory
The customer's bank account type. Available options:
  • savings
  • current
Reference 1 optional
A user-entered reference for the NACH form.
Reference 2 optional
A user-entered reference for the NACH form.
Token Expire optional

Specifies the expiry date for the token. That is, how long you can charge the customer using the authorized payment method.

Amount mandatory

The payment amount. For NACH, the authorization amount is ₹0. However, you can choose to auto-charge the customer an initial payment immediately after authorization by entering any amount greater than ₹0. For example, if you enter ₹1,000, the customer is auto-charged ₹1,000 as soon as the token is confirmed.

Token Max Amount optional

The maximum amount you can charge the customer once the authorization transaction is completed.

  • Defaults to ₹1 lac.
  • Maximum amount is ₹1cr.
UPI

Details to be filled when you select Card as the payment method.

Amount mandatory
The payment amount. For Card, the minimum amount is ₹1.
Token Expire optional
Specifies the expiry date for the token. That is, how long you can charge the customer using the authorized payment method. Defaults to 10 years.
Token Max Amount optional
The maximum amount you can charge the customer once the authorization transaction is completed.
  • Defaults to ₹2,000.
  • Maximum amount is ₹2,000.
Internal Notes optional

User-entered notes for internal reference.

2. View the Payment Status#

When an authorization payment is created, the corresponding payment_id appears on the list of created payments along with an order_id.

Learn about the different payment statuses.

To view the status for a payment, log into the Razorpay Dashboard and navigate to SubscriptionPayments. You can view the payment status on the screen. Click a payment_id to view details of the payment.

Watch the short animation below for more details.

3. Search for the Token#

Tokens are not returned as a part of the checkout response. However, you can view them on the Dashboard. You can also view the details of the token using APIs or Webhooks.

  1. Log into Razorpay Dashboard.
  2. Navigate to SubscriptionsTokens.
  3. Search for the Token using the token_id.

Watch the short animation below for more details.

4. Charge the Token#

Once the authorization transaction is successfully made by the customer, a payment is created and moves to the authorized state. A token is generated and is in the initiated state.

Once the payment moves to the captured state, the token moves to the confirmed state. Once the token is confirmed, you can charge the token.

To charge a Token:

  1. Log into Razorpay Dashboard.
  2. Navigate to SubscriptionsTokens.
  3. Search for the token using the token_id.
  4. Click on the token_id to open the details page.
  5. Click Charge Now to create a recurring payment.

Watch the short animation below for more details.

Delete Token#

You can delete a token from the Dashboard.

To delete a token:

  1. Log into Razorpay Dashboard.
  2. Navigate to SubscriptionsTokens.
  3. Search for the token using the token_id.
  4. Click on the token_id to open the details page.
  5. Click Delete Token.

Watch the short animation below for more details.

Once a token is deleted, no further action can be performed on it. You will need to complete the authorization process again to create a new token.

Upload Paper NACH Form#

If the method for the authorization transaction is Paper NACH, a pre-filled NACH form is generated when you create an order or a registration link. This form needs to be downloaded, signed by the customer and uploaded for processing.

The pre-filled form is downloaded in the .pdf format.

You can upload the signed NACH form only as an image. Supported formats are:

  • .JPG
  • .JPEG
  • .PNG

There are two ways to complete authorization using Paper NACH:

You Download and Upload the Form#

The steps here are:

  • You download the form from your Dashboard.
  • Send it to the customer to sign.
  • The customer signs the form and sends it back to you.
  • You upload the signed form from your Dashboard.

Watch the short animation below for more details.

The Customer Downloads and Uploads the Form#

Here, you ask your customer to download, sign and upload the signed form either on your Checkout (when integrating with Razorpay Standard Checkout) or on the hosted page (when using Registration Links).

Watch the short animation below for more details.

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