Cashfree Questions & Answers

Cashfree vendors receive one settlement per day. Cashfree sends the vendors a single payout after grouping all unsettled transactions. The vendors receive a bank reference number for the transfer which enables them to track the transfer.

To activate your Cashfree Payments account, one must finish the onboarding procedure, which involves uploading files, giving information, and signing a contract. Depending on the company line, details and processes could change.

Cashfree Payout account holders can transfer funds between accounts using the Internal Transfer option. To make an internal transfer, follow the steps given below:

• Open your Cashfree account
• Navigate to the Payouts dashboard
• Hit Transfer
• Choose the Account
• Input the Amount
• Press Transfer

Yes, Cashfree enables users to accept payments for various services and products at different prices by setting up a single payment form. Customers can select and pay for the desired service or product. One can add multiple amount fields and specify details for each field in the form. This lets customers select and pay for different products or services from the same form.

To activate a Cashfree merchant account, you'll need to provide the following documents:

• Business details: PAN, website address, and bank account information
• Details of the business owner: contact details, Aadhaar number, and copy of PAN card
• Business registration details: MOU, trust or society paperwork, and certificate of incorporation
• Proof of business existence: a government-issued registration document such as a GSTIN certificate, municipal certificate, shop establishment certificate, or Udyog Aadhaar
• While it's not required, having a GSTIN is advised to receive GST benefits.

To make a batch transfer using Cashfree, follow the steps given below:

• Open your Cashfree account
• Press the ‘Download sample file’ to check the details required for the batch file
• Input all the necessary details into the downloaded sample file
• Navigate back to Cashfree
• Navigate to Payouts Dashboard > Transfers > Batch
• Press Upload File
• Choose the file to upload
• Press Upload
• After the upload the file and its status will appear in the Batch section
• Press on the ‘file’ to check the individual transactions
• Utilize filters like Pending Approval, Processing, Cancelled and Rejected to search the transfers
• Hit the Download button

To do an automatic install of the WooCommerce Cashfree plugin, follow the steps given below:

• Open your WordPress account
• Go to the Plugins menu
• Press Add New
• In the search bar 'Cashfree' and press on Search Plugins
• After finding the plugin, install it by simply clicking 'Install Now'
• Click on 'Activate'

To integrate the Cashfree payment gateway on Shopify, follow the steps given below:

• Open your Shopify store
• Press Settings
• Select Payments
• Press on the ‘Add Payment Method’ option
• Type ‘Cashfree Payments’
• Hit Connect
• Hit Install app
• Input the the app ID from the Cashfree Payments dashboard
• Select Activate Cashfree Payments