Import invoices to your RazorpayX Dashboard for Vendor Payments.

On Vendor Payments, you can make payouts to vendors against the invoices you receive from them. You can receive and import the invoice through email,

, upload the PDF on RazorpayX Dashboard or enter the details manually.

Watch this video to know how to add an invoice on the RazorpayX Dashboard or read along.

To add an invoice:

  1. Log in to the .
  2. You can navigate to Invoices in three 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 click Enter Details Manually to add the details yourself.
  4. Select an existing vendor or . 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 . These are the account details (bank account or UPI ID) to which the amount is transferred.
  6. If you have opted to enter the details manually, fill the Amount Details, click Next. Enter the Invoice Details and click Next.
  7. Review the Invoice Details such as due date, TDS category, GSTIN, PAN and Amount to Vendor.
  8. 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

set on your RazorpayX account.

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:

Forward invoices to unique email option highlighted under +INVOICE.

You may have uploaded an invoice on the Dashboard but paid it externally. In such cases, you can mark the invoice as paid via the RazorpayX Dashboard.

  • The invoice moves to the paid state without creating a corresponding payout.
  • When you mark an invoice as paid, you can select the external method you chose to pay the invoice (such as bank transfer, cheque or cash).
  • Invoices marked as paid are considered for TDS payments. You can calculate and pay the TDS using .

This makes Vendor Payments an end-to-end solution to track all your vendor payments, irrespective of the payment method and gives you an accurate bookkeeping summary.

Watch this video to know how to mark an invoice as paid or read along.

To mark an invoice as paid:

  1. Log in to the .
  2. Navigate to MenuVendor Payments.
  3. Click on the relevant invoice from the list to mark as paid .
  4. In the invoice summary page, hover on the downward arrow against the PAY/SCHEDULE button. Click MARK AS PAID from the drop-down list.
  5. Choose the payment mode in the Mark as paid pop-up page and click MARK PAID.

You have successfully marked the invoice as paid.

Watch Out!

Once marked as paid, you cannot change the invoice status to unpaid.

To replace an invoice:

  1. Log in to .
  2. Navigate to MenuVendor 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.

To cancel an unpaid invoice:

  1. Log in to .
  2. Navigate to MenuVendor Payments and select the required invoice.
  3. On the right pane, click the Cancel icon. The vendor payment is cancelled.

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