PayMate India

About PayMate 2

• What is PayMate?
• Who is PayMate for?

Getting Started 1

• Getting Started

Sign Up 2

• How to Sign-up
• Forgot Password

KYC Verification Process 3

• What is KYC?
• Which business documents are required for KYC verification?
• KYC Verification Process

PayMate Dashboard 1

• Dashboard

Contacts 3

• Why do you need to add Contacts?
• How to add contacts?
• How do I edit/delete my contacts?

Payments 7

• Payments Overview
• Booking Bulk Payments
• Making a Single Payment
• Requests Received
• Pending Approvals

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Payment Approvals 0

Sales 5

• Sales Overview
• Collect Payment
• Booked Transactions
• Track Collections
• Purchase Orders Received

Purchases (Procure to Pay) 6

• What is Purchase to Pay?
• Purchase to Pay Flow
• Purchases Dashboard
• Create Purchase Order
• Track Purchase Order

View all 6

Invoicing 7

• Invoicing Introduction
• Invoicing Dash Board
• Invoice Settings - Update Business Information
• Send Invoices
• Invoice- Items and Preview

View all 7

Reports 9

• Reports Overview
• Vendor Payments
• Top-up Requests
• Xpress Charges
• Account Balance History

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Account Settings 8

• Transaction Charges
• User Settings Overview
• Workflow Settings Overview
• Workflow Settings- Payment Limits
• Account Settings Overview

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Payment Settings 4

• Payment Settings Overview
• Payment Settings- Xpress Account
• Payment Settings - Add a Credit Card
• Payment Settings- Settlement Accounts

Business Settings 4

• Business Settings Overview
• Business Settings- Update Business Information
• Business Settings- Manage Subscription
• Business Settings- Uploaded Documents

Profile Settings 1

• Profile Settings

Pricing 2

• Subscription Plans
• How to upgrade subscription plan?

Apply for Credit 0

Quick Tasks 0

Direct Tax Payments 4

• Direct Tax Payments Overview
• PAN / TAN registration
• Book a Direct Tax Payment Transaction
• Direct Tax Payment Video Tutorial link

Utility Bill Payments 2

• Utility Bill Payments Overview
• Register Billers and Make Payment

Custom Duty Payments 0

Virtual Account on PayMate 10

• 1. What is a Virtual Account?
• 2. How do I top up my virtual account?
• 3. What does it mean to “whitelist” a bank account?
• 4. How do I whitelist my bank account?
• 5. Why is whitelisting required for virtual account top-ups?

View all 10

About PayMate 8

• What is PayMate and what does it do?
• How can I save time & money by using PayMate
• Can I access PayMate from any device? Is there a restriction on number of devices?
• How secure is PayMate?
• Can I use PayMate for making/receiving international payments?

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Make Payments 0

Accept Payments 0

Invoicing 4

• What customizations are available in Invoices?
• How automatic payment reminders work?
• Can I create GST compliant Invoices?
• Can I add any Late Fees / Additional Charges for overdue Invoices?

Pricing 0

KYC 1

• Unregistered Business

Apply for Credit 0

Invoice Discounting Market Place 10

• What is Invoice Discounting?
• How does Invoice Discounting Marketplace work?
• Can I pay invoices using my credit card?
• Why should I opt for early payment?
• When will I get my money?

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FAQ (Australia) 1

• DuNoMo (Australia) : Frequently Asked Questions (FAQs)

FAQ 31

• Which cards are accepted?
• How much time is required for the settlement to vendor’s account?
• Can I transfer unlimited amounts from credit card to bank account?
• What are the charges for credit card to bank account service?
• Can I transfer money to my own bank account?

View all 31

Tokenisation FAQs 5

• What is the RBI Guideline?
• How will my payments work?
• What is a Token?
• Where will my card details be stored?
• What will happen if I do not secure my card now?