Support Portal

Complaints / Query 4

• How can a Merchant lodge a complaint on Open Money Platform?
• How can a Merchant raise a query on Open Money Platform?
• How can a Customer lodge a complaint on Open Money Platform?
• How can a Customer raise a query on Open Money Platform?

About Open.Money 5

• How can I start using Open?
• What are the benefits associated with Open?
• What can I do with my Open account after finishing my KYC?
• What can I do with the Open platform without finishing my KYC?
• Do you support unregistered businesses?

Onboarding: KYC Process 7

• I have completed my KYC. When will my account get activated?
• What does “KYC on Hold” mean?
• What do I need KYC for?
• Do I need KYC to use Connected Banking?
• What is a withdrawal account?

View all 7

Onboarding: KYC Documents 6

• What are the documents required for KYC completion of Partnership?
• What are the documents required for the KYC completion of Trust/ NGO/ Societies?
• What are the documents required for the KYC completion of LLP?
• What are the documents required for the KYC completion of Sole Proprietorship?
• What are the documents required for the KYC completion of an Individual/ Freelancer/ Company yet to Register?

View all 6

Dashboard 5

• Which Current Account details are displayed under "Your connected banks”?
• What is a Settlement Balance?
• What does Bill due to pay signify?
• What does Invoices yet to be paid signify?
• What does the Cash Flow Graph highlight?

CashFlow Insights 27

• What is “Combined Bank Balance from connected banks”?
• What is “Combined Bank Balance from accounting software”?
• What is "Cash Burn"?
• What is the “Cash and Bank Summary Graph"?
• What is an "Outstanding Amount” under Account Receivables?

View all 27

Receivables - Collections 6

• Can I collect international payments using Open?
• What is the maximum limit to which we can collect the payments?
• How many days does it take for money to be settled in the bank account/Open account?
• Why does an account get blocked and what happens to all the money I had collected?
• Can I collect money if my KYC is not complete?

View all 6

Receivables - Customer 4

• How can I add a Customer?
• Where can I find the list of Customers?
• Can I add Customer details in bulk?
• How can I add Customer Details in bulk?

Receivables - Invoice 12

• Where can I add my business details on the invoice?
• How can I create a Service Invoice?
• How can I create an Item Invoice?
• Can I give a discount at the Item level?
• Can I give a discount in percentage?

View all 12

Receivables - Estimates 3

• What is an Estimate?
• What is the difference between an Estimate and a Quote?
• How do I create an Estimate?

Receivables - Sales Order 3

• What is a Sales Order?
• How is a Sales Order different from a Purchase Order?
• How do I create a Sales Order?

Receivables - Payments Links 10

• What are the modes of payment available for customers while paying through payment links?
• Do all the collections made via the payment link get automatically reconciled?
• Is there any limit on the amount that can be collected via the Payment link?
• Where can I see the overall amount collected via the payment link?
• How can I withdraw the amount that I have collected via the Payment Link?

View all 10

Receivables - Bulk Payment Links 4

• Is there a specific format to process Bulk Payment Link?
• Where can I find the template for Bulk Payment Link?
• If I process a Bulk File, do I get an entry-wise status update?
• Does each payment get automatically reconciled?

Receivables - Credit Note 2

• What is a Credit Note?
• How can I Create a Credit Note?

Receivables - Delivery Challan 5

• What is a Delivery Challan?
• Why do I need a Delivery Challan?
• How is a Delivery Challan different from an Invoice?
• When should I use a Delivery Challan?
• How do I create a Delivery Challan?

Receivables - Cash Memo 4

• What is a Cash Memo?
• When is a Cash Memo issued?
• How is a Cash Memo different from an Invoice?
• How do I create a Cash Memo?

Receivables - e-Invoice 13

• How can I generate e-Invoice against an invoice created on OPEN?
• What is an e-invoice?
• How can I create API Credentials on the e-Invoice/e-Way bill portal for generating E-invoice on OPEN?
• What is an e-Invoice report?
• Can I Cancel the generated e-Invoice on the platform?

View all 13

Receivables - e-Way bill 3

• What is an E-waybill?
• Who is required to generate an e-Way Bill?
• How long is an e-Way Bill valid?

Receivables - Reconcile 2

• Can I reconcile manually against transactions in my current account?
• If I reconcile part amount against one statement, will the dashboard keep track of the remaining amount?

Payables - Payouts 4

• What is the maximum limit up to which we can send payouts?
• Can I send money if my KYC is not complete?
• Is there a limit to the fund transfers on Open?
• What happens in cases of disputes or chargebacks which are outward?

Payables - Vendors 4

• How can I add a Vendor?
• Where can I find the list of Vendors?
• Can I add Vendor details in bulk?
• How can I add Vendor Details in bulk?

Payables - Pay Bills 4

• How can I make a payment against a bill?
• Can we edit the bill once it has been approved?
• Can I pay multiple bills in one go?
• I don’t have a Current Account with OPEN’s Partnered Bank, can I still make a Payout?

Payables - Pay in Bulk 6

• Can I process payouts in Bulk?
• Where can I find the template to upload?
• What are the details required to process Bulk Payout?
• Will I get an OTP for processing the Bulk payment?
• Will it be a Single OTP or multiple OTPs based on the number of transactions?

View all 6

Payables - Purchase Order 3

• What is a purchase order?
• Why do I need a Purchase Order?
• How do I create a Purchase Order?

Payables - Receipt Note 4

• What is a Receipt Note?
• Why do I need a Receipt Note?
• How do I create a Receipt Note?
• Who is responsible for creating and signing the Receipt Note?

Payables - Debit Note 1

• What is a Debit Note?

Payables - Reconcile 4

• Can I manually reconcile against a linked Non-partnered Bank Account?
• What is the Reconcile page for?
• I am not able to see the recent transaction of my Current Account, what should I do?
• Where do I need to manually reconcile?

Reports - Financial Reports 4

• What is a Balance Sheet?
• What is a Profit and Loss report?
• What is a Trial Balance?
• What is a Cash Flow report?

Reports - Customer Tracking 8

• What is an Aged Receivables report?
• What information is included in an aged receivables report?
• How does an aged receivables report help my business?
• Why is an aged receivables report important?
• What is an aged payables report?

View all 8

Reports - Account Analysis 3

• What is a General Ledger?
• What information is included in a General Ledger?
• How does a General Ledger help my business?

Banking - Transactions 2

• What does the "All Transactions” consist of?
• What are Uncategorized Transactions?

Banking - Manage Categories 3

• What is the Chart of accounts?
• Can I customize the Chart of Accounts?
• How can I add an account under the Chart of Accounts?

Credit - Open Capital 18

• What is Open Capital?
• How can I get a loan through Open Capital?
• What is the minimum and maximum loan amount I can apply?
• What are the loan tenure options available?
• Is the interest rate fixed or reducing rate?

View all 18

Credit - Open Cash 27

• What is Open Cash or Line of Credit?
• For what purpose can I use Line of Credit / Open Cash?
• Who is eligible for a Business Line of Credit?
• Is a business loan the same as a Line of Credit?
• Who can apply for Open Cash?

View all 27

Apps - Business Tools 31

• What is OPEN Payroll?
• What can I do in OPEN Payroll?
• What is the pricing for OPEN Payroll?
• Can I connect my existing HRMS solution in Open?
• What are statutory compliances and are they part of the Open Payroll system?

View all 31

Apps - Third Party Apps 3

• What is Amazon Insights?
• Which files are required for reconciliation?
• What are the benefits of Amazon Insights?

Team Management 7

• Can I add a Team member to operate my OPEN’s Account?
• How many Team Members can I add?
• How to add a team member?
• Can I define the permissions for the team members?
• Can delete a team member?

View all 7

POBO 13

• What is "Open Pay”?
• How can I Enable Open Pay?
• Can I make Bulk Payouts?
• How can I load money to make online payouts?
• What is a Whitelisted Current Account?

View all 13

Banking 14

• How to apply for a Current Account through Open?
• What are the transaction charges when using a connected account?
• Can I add a bank account from a non partner bank?
• How to connect a bank account from a non-partner bank?
• What are the functionalities that I can perform by linking my existing bank account to Open?

View all 14

Current Account 0

Connected Banking 5

• What is Connected Banking?
• Which are the partnered banks that support connected banking on OPEN?
• What are payment Modes available for Connected Current Account?
• What are the transaction charges when using a connected account?
• Which Business Types are supported for Connected Banking?

ICICI Bank 7

• How can I link my existing ICICI Current Account?
• Where can I get my ICICI Corporate ID and User ID?
• I have recently changed my ICICI Bank login ID. Do I need to reconnect my current account to Open Money? What is the process?
• I have one Corporate ID and multiple accounts under it. Can I link them all?
• If I have a beneficiary added in my Current Account, can I make a Payout instantly from Open.Money?

View all 7

SBI 11

• How can I link my existing SBI Current Account?
• Where can I find ERP Unique ID?
• Where can I find API Banking in SBI Yono Business with Admin’s Login?
• How can I select Admin for the linking process?
• What is the cool off period?

View all 11

YES Bank 5

• How can I link my existing Yes Current Account?
• What is the cool off period?
• Will I be able to view all my statements in OPEN
• Can I make Bulk Payout via Yes Bank Current Account?
• If I have a beneficiary added in my Current Account, can I make a Payout instantly from Open.Money?

AXIS Bank 5

• How can I link my existing Axis Current Account?
• Can I make a bulk payout with my linked Axis Current Account?
• What is the cool off period?
• If I have a beneficiary added in my Current Account, can I make a Payout instantly from Open.Money?
• If I add a beneficiary on Open.Money, will it reflect in my Current Account?

Standard Chartered Bank 6

• How can I link my existing Standard Chartered Current Account?
• What is the cool off period?
• Will I be able to view all my statements in OPEN?
• Do I need to add a beneficiary to make payout from my connected Standard Chartered Current Account on OPEN?
• Can I make Bulk Payout via Standard Chartered Bank Current Account?

View all 6