Vendor Portal

Setup RazorpayX Vendor Portal, enable your vendors to upload invoices and track them at one place.


The RazorpayX Vendor Portal is a platform created for your vendors where they can upload the invoices and receive updates of the payment upon your invitation.
You can:

  • Automate the collection of invoices from different vendors in one portal, eliminating the manual process.
  • Save your time and help in better tracking of the vendor payments.
  • accept, reject, schedule or pay the payment requests from vendors as per your convenience and the vendor will be notified of your action.

Setup Vendor Portal🔗

Watch the video to know how to set up a vendor portal and invite contacts.

  1. Login to the RazorpayX Dashboard.

  2. Click Vendor Payments.

  3. Navigate to settings and click Setup Vendor Portal.

  4. Click Setup Vendor Portal.

  5. Review your public profile details that will be visible to the vendor:

    • Business name
    • Logo
    • Phone
    • Email

    Edit details if required or click Save And Continue.


  6. You can either Invite all vendors or Select vendors from the contact list. Only the Contact type saved as vendor is eligible to use the portal.

Invite Vendors🔗

  1. Select and open the vendor contact you want to invite to use the portal.

  2. Click Invite To Vendor Portal.

The vendor will receive an invite on their email. Once the vendor accepts the invite to join the portal, the label under the contact with change from INVITE SENT to PORTAL ENABLED.

Handy Tips
Check and share https://razorpay.com/docs/x/vendor-payments/portal with your vendors to see the activities they can perform on the portal.

Invoice Status🔗

When the vendor makes a payment request, it is visible on your dashboard, under Vendor Payments.

Watch the video to know how to accept or reject invoices uploaded by your vendors.

  1. Login to the RazorpayX Dashboard.
  2. Click Vendor Payments.
  3. Click View More Filters ⌄ on the top right. Find Source and select From Vendor Portal to view only the invoices uploaded by vendors.
  4. New requests will have PENDING REVIEW status, hover over the the payment to ACCEPT or REJECT the invoice. You can also click on the invoice to ACCEPT INVOICE or REJECT the payment.
  5. PAY instantly or SCHEDULE the payment for later, based on your convenience.

The invoice will move from 'pending review' to unpaid on accepting it and 'paid' on making the payment.

Disable Portal🔗

  1. Select and open the vendor contact for who you want to disable the portal.

  2. Click Options.

    Disable
  3. Click Disable Vendor Portal.

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