Add Invoices

Your vendors send you an invoice that you have to pay.

1. Log in to the

   RazorpayX Dashboard

   .
2. You can navigate to Invoices in two ways:
   • Navigate to the drop-down menu on the top-right side of the dashboard and click Upload Invoice.
   • Hover over Vendor Payments on the left navigation and click +.
   • You can also click Vendor Payments on the left navigation and then click + INVOICE on the left side.
3. Upload the invoice. The invoice details are auto-read and uploaded using the OCR technology. You can also add the details manually.
4. Select an existing vendor or

   create a new vendor

   . The vendor is the person or entity to which you are making an payment to, basing an invoice received.
5. Select a Fund account for the vendor or

   create a new Fund account

   . These are the account details (bank account or UPI ID) to which the amount is transferred.
6. Review the Invoice Details such as due date, TDS category, GSTIN, PAN and Amount to Vendor.
7. You can either:
   • Save the invoice and pay it at a later time. RazorpayX sends reminders as you get closer to the due date.
   • Make the payment immediately.

Once you make the payment, it follows the

Add Invoices through Email

When you add invoices in RazorpayX, you allow your vendors to send invoices to you via your business email.

You have the option to forward these emails to the dedicated email address provided to you by RazorpayX. When you forward them to that email address, RazorpayX automatically generates a corresponding invoice on the Dashboard. You do not have to manually update the details, or upload invoices for the OCR to read them.

1. Razorpay creates a unique email address for you to collect and create invoices.
2. Send this unique email address to your vendors for them to forward invoices.
3. You can forward invoices received through other email addresses as well to this uniquely generated email address.
4. Razorpay will read data in the email and automatically generate invoice. The invoice is displayed on the Vendor Payments Dashboard in the draft state.
5. You can add relevant details to the draft invoice and create payout or save it as an unpaid invoice.
6. You can accept or reject or schedule payouts for these invoices via the Vendor Payments Dashboard.

Your unique business email address is visible on the Vendor Payments Dashboard. You can forward all your invoices to the dedicated email address, as shown below:

Replace an Invoice

To replace an invoice:

1. Log in to

   RazorpayX Dashboard

   .
2. Navigate to Menu → Vendor Payments.
3. Select the required invoice and on the side panel, click the Edit icon.
4. Click Replace File. Details of the new invoice are auto-read and it replaces the details of the old invoice.

Cancel an Invoice

To cancel an unpaid invoice:

1. Log in to

   RazorpayX Dashboard

   .
2. Navigate to Menu → Vendor Payments and select the required invoice.
3. On the right pane, click the Cancel icon. The vendor payment is cancelled.