Refrens’ payment Gateway integration with Cashfree Payments helps you collect payments directly from your invoices. (Only for Indian Businesses)


This is a simple two-step process to get started:

Activating your merchant account
Enabling payment collection directly from your invoices

If you are getting activated via Refrens, you can also get better rates on the transaction charges from Cashfree. (Reach out to us to learn more about transaction charges.)

Let’s see how to set this up…

Activating Payment Gateway Integration

Before getting started, please read the __merchant onboarding FAQs__ from Cashfree and ensure that the relevant documents are handy.

Firstly, navigate to Business Settings > Accounting Options > Integrations > Enable Online Payments on Your Invoices > Click “**Enable Now**”:


You will see the following pop up:




Add your Email, Official Registered Business Name, Brand Name, Phone Number, Website, Registration Type, and Business Model (B2C/B2B/Both).

Once done, click “Save”. You will see the following pop-up:


Click on “Complete Your KYC Now”.  You will be redirected to Cashfree’s merchant onboarding dashboard, where you will have to add your business's KYC details.

Step 1: Add Business PAN

ce you add your Business PAN, you will see a confirmation pop-up:


Verify the details, and click “Confirm” to proceed further.

Step 2: Add Business Details

Next, add your business details such as Business Name, Business Model, and Category:

Step 3: Add Business Registration Details

Next, add your business registration details such as GST and Operating Address:

Step 4: Add Bank Account Details

Next, add the Bank Account Number and IFSC:

Step 5: Upload Business Documents

Upload your business documents for verification purposes: (__Here is the list of required documents>__)

Step 6: Add Website & Policy Details

Add your website and policy links:

Step 7: Add KYC of Authorized Signatory

Add & verify the KYC details of the authorized signatory:



That’s it! 

It may take about 24 hours for Cashfree to verify your KYC and activate your merchant account (note that in exceptional cases, this can take up to 3 days).

You can see the activation status on your Refrens Account under integration settings:



Once your merchant account is active, you can collect payments directly from your invoices.

Let’s see how:

Enabling Payment Collection Directly From Your Invoices

Once an invoice is created, go to the Invoice Preview page > Online Payment Options > Turn on the toggle to “Enable Online Payments”:


Once enabled, share the invoice link with your client.

When the client opens your invoice link, they will see a “**Pay Now**” Button on the invoice:


When they click on the “**Pay Now**” button, they will see the following form:


The client can select the amount they want to pay, TDS (if any), and their contact details.

Once they click on “Save”, they will be redirected to Cashfree’s Payment Gateway: 


Here, they can proceed to pay via UPI, Cards, Wallets, NetBanking, and other payment methods according to their preferences.

Once the payment is completed, the invoice will automatically be marked as Paid.:




A Payment Receipt will also be automatically generated for this payment. You can view it directly from the “**Invoice Payment Records**” section on the preview page:


 
The same will also be updated on the client statement:



That’s it!

If you have more questions, feel free to reach out to us at care@refrens.com OR drop an email on live chat support to get started quickly.

Related Articles

__Cashfree: Merchant Onboarding FAQs__

Updated on: 13/06/2025