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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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

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Invoicing 7

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

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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?

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

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?

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