📘 Razorpay Dashboard – Complete Explanation User Guide 1. Introduction to Razorpay Dashboard The Razorpay Dashboard is the control panel where…
Operator's note
Most razorpayarticles you find online are written for a US merchant on Stripe. This one is written for an Indian D2C team — where COD still drives 50–70% of orders, UPI Intent settles in seconds, RTO eats margin in Tier 2/3 lanes, and Diwali pulls a quarter's revenue into a two-week window. If a step below references a payment gateway choice, the answer isn't universal: we pick by vendor response rate, not affiliation. Razorpay, PhonePe, Easebuzz and Cashfree Payments are listed alphabetically in our docs because the right one depends on your AOV, your COD ratio, and how fast the gateway's support team replies on a Sunday at 11pm.
The Razorpay Dashboard is the control panel where merchants can manage and monitor all payment-related activities.
From here, you can:
Track payments and refunds
View settlements and bank transfers
Manage customers and subscriptions
Configure payment methods and API keys
Download reports and reconcile accounts
Login URL: https://bankingprograms.razorpay.com/signin
After logging in, the home screen shows a quick summary:
Total Payments Received – Today / This week / This month
Success & Failure Rate – Helps track payment performance
Recent Transactions – Latest successful and failed payments
Settlement Status – Pending and completed settlements
This page gives a quick health check of your payment system.
Path: Payments → Transactions
Here you can see all customer payments.
Each transaction shows:
Payment ID
Order ID
Customer Name / Email
Amount
Payment Method (UPI, Card, NetBanking, Wallet, etc.)
Status (Captured, Failed, Refunded, Authorized)
Date & Time
Click any payment to view full details
Filter by date, status, payment method
Export transactions as CSV for reports
Path: Payments → Orders
Orders are created from your website before payment.
Details shown:
Order ID
Amount
Status (Created, Paid, Failed)
Linked Payment ID
Used mainly for:
Tracking order-based payments
Debugging payment issues from website integrations
Path: Settlements / Banking
This section shows how money moves from Razorpay to your bank.
Total amount settled
Settlement date
Bank reference number
Breakdown of:
Gross amount
Fees & taxes
Net amount credited
Used for transferring money to vendors, partners, or employees directly from Razorpay.
You can:
View payout status (Processed, Pending, Failed)
Download settlement reports
Refunds appear inside individual payment details.
You can:
Issue full or partial refunds
Track refund status (Pending / Processed / Failed)
See refund amount and date
Refunds are automatically adjusted in future settlements.
Path: Customers
This stores customer profiles automatically created when payments are made.
Contains:
Customer name
Email and phone number
Saved cards / UPI IDs (if enabled)
Linked payments and subscriptions
Useful for:
Subscription billing
Repeat payments
Customer history tracking
Path: Subscriptions
Used for recurring payments like:
Monthly plans
Memberships
EMI-based billing
You can:
Create plans
View active, paused, and cancelled subscriptions
Track upcoming and completed charges
Path: Reports
Available reports:
Payments Report
Settlements Report
Refunds Report
Tax & GST Reports
You can:
Filter by date range
Download CSV / Excel files
Use reports for accounting and reconciliation
Analytics shows:
Payment success rate
Popular payment methods
Daily / weekly transaction trends
Path: Settings
Important configuration area:
Business name and address
Contact details
Bank account for settlements
Generate Key ID and Key Secret for website integration
Configure Webhooks for order and payment status updates
Enable / disable:
UPI
Credit / Debit Cards
Net Banking
Wallets
EMI
Add team members
Assign roles like Admin, Finance, Developer
Path: Disputes
Shows:
Chargeback cases
Customer complaints
Dispute status (Open, Under Review, Won, Lost)
You can:
Upload evidence
Track deadlines
Monitor dispute resolution
Razorpay provides two modes:
Test Mode – For development and testing payments (no real money)
Live Mode – Real transactions with customers
Always switch to Live Mode only after full testing is completed.
Never share API Secret Keys
Enable two-factor authentication (2FA)
Regularly download and reconcile settlement reports
Monitor failed payments and disputes
Common follow-ups
WhatsApp the support team at the link below. We reply within the hour during business hours (Mon–Fri 09:00–18:00 IST). If it's a payment-gateway or shipping issue mid-order, flag it as urgent and we move it to the top of the queue — a stuck checkout is a revenue leak, not a support ticket.
Generic Shopify docs are excellent for the global merchant. Indian ecommerce runs on different rails — UPI, COD, Shiprocket, GST invoicing, RTO mitigation by pincode — and most of that isn't in the official help centre. Our Knowledge Base is the SOP layer we wrote for our own ops team running 200+ stores; the razorpay section is the part of that catalogue most relevant when you're working on what this article covers.
When the underlying tool changes — a Shopify checkout extension schema update, a payment-gateway API revision, a Shiprocket dashboard redesign, a COD app deprecation — the article changes that week, not the next quarter. If you spot something that no longer matches your screen, message us; the article gets re-recorded against the live admin within a day or two.
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Mon–Fri 09:00–18:00 IST
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