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Knowledge base
General
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
About Bharat Connect for Business
16
What is Bharat Connect for Business?
How does Bharat Connect for Business differ from the traditional BBPS?
What are the key features of Bharat Connect for Business?
Who can benefit from using Bharat Connect for Business?
How do I get started with Bharat Connect for Business?
View all 16
Bharat Connect Registration on Open
9
Who can get a B2B ID?
How can I register for Bharat Connect?
Can I have multiple B2B IDs?
Which PAN no. is to be entered while registering?
I do not have a registered business, can I register for a B2B ID?
View all 9
Bharat Connect & Open
8
Is it mandatory to register for Bharat Connect to make Payouts in OPEN?
My Open account is blocked, will I still be able to receive bills and create invoices through Bharat Connect?
How will I receive the payments for the Invoices raised and shared?
What are the Payment methods for making Payments for the Bills received?
How long does it take for the payment to reflect in my Bank account?
View all 8
Help Desk Software
by Freshdesk
