Support Portal

Getting started 17

• How can I start using Open?
• What are the benefits associated with Open?
• What is an Open Business Account?
• How is an Open business account different from that of a regular bank account?
• I’ve signed up to the open.money platform. What should I do next?

View all 17

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

Payments - Collect 19

• What are the different payment modes available for collecting payments?
• What is the maximum limit to which we can collect the payments?
• Can I collect international payments using Open?
• How many days does it take for money to be settled in the bank account/Open account?
• What is a payment link and how do we create payment links?

View all 19

Payments - Payouts 30

• What are the different payment modes available for sending payouts?
• What is the maximum limit upto which we can send payouts?
• How long does it take for the payments to be processed/settled?
• Can I send money if my KYC is not complete?
• How to add money to the Open account?

View all 30

Sales 25

• What is an estimate and how do I create one?
• Will an approved estimate be converted into an invoice automatically?
• How can clients accept/decline an estimate?
• What is a sales order and how do you create it?
• What is a delivery challan and how to create one?

View all 25

Purchases 22

• What is a purchase order and how do you create it?
• Can you convert a purchase order into an invoice?
• What is a receipt note and how do you create a receipt note?
• Can you convert a receipt note into a bill?
• What is a bill and how do you create a bill?

View all 22

Accounting 17

• What is an accounting transaction?
• How do accounting transactions take place with Open?
• How to manually record a transaction?
• What is the use of a journal entries?
• Can I view transactions of a particular bank account?

View all 17

Reports 7

• Where can I see the reports?
• What is the importance of reports?
• Can reports be downloaded?
• In which formats can you export reports?
• Can you customize your reports with Open?

View all 7

Expenses 3

• Where do you see the status of all the expenses on our platform?
• How to submit an expense?
• How to manually submit an expense?

Teams 8

• What is ‘Team’?
• Why should I add team members on Open?
• How to add a team member on Open?
• Can you delete a team member?
• Can you deactivate a team member?

View all 8

Contacts 9

• What is contact on Open?
• How do I create a single vendor?
• How do I create a single customer?
• How do I create contacts in bulk?
• How do I edit contact details?

View all 9

Account Opening Document Checklist 7

• Current Account Opening for Sole Proprietorships
• Current Account Opening for Partnership Firms
• Current Account Opening for Limited Liability Partnership Firms
• Current Account Opening for Private/ Public Limited Company/ One Person Company
• Current Account Opening for Trusts

View all 7

Apps - Hub 10

• How do I start listing products on Open Hub?
• Why do I have to create a separate profile for Open hub?
• Why is the “About the company” section needed?
• Can I add products and services both?
• Why is the product category important?

View all 10

Apps - Tally Plugin 5

• What are the steps to configure Tally
• How to map Bank account?
• Where can I view my mapped accounts?
• How to sync Collection/Payout to Tally?
• If my current accounts are incorrectly mapped on OPEN, can I edit it?

Documents Required for Various Entities 0

Payment Gateway 1

• How to integrate payment gateway into my website?

General 0

Profile and Settings 0

Open Payment Account 0

Expense Management 0

SmartCheque 0

QR 0

API Integration 0

Taxes 12

• What is TDS?
• What is TDS at the Open platform?
• Do I need to input the TAN and address for each tax payment?
• Can I access my TDS challans later?
• Can I make my TDS payments through Open?

View all 12

Documents required for KYC completion 6

• What are the documents required for KYC completion of Public/ Private Limited
• What are the documents required for the 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?

View all 6

Entity specific onboarding completion videos 7

• Onboarding journey of a sole proprietorship
• Onboarding journey of a Public/Private Limited
• Onboarding journey of an Individual/Freelancer
• Onboarding journey of a company yet to register
• Onboarding journey of a LLP

View all 7

Lending 19

• What is the minimum and maximum loan amount I can apply?
• What are the loan tenure options available?
• What are the interest rates for Business Loan?
• Is the interest rate, fixed or floating?
• How is business loan EMI calculated?

View all 19

API credentials for e-Invoicing 3

• What are APIs in e-Invoicing?
• Why does a merchant need to create API credentials?
• Steps to create new API username and password on e-Invoice/e-Way bill portal

Current Account 0

E-Invoicing 11

• What is an e-Invoice?
• How does e-Invoicing work?
• Which businesses are applicable for e-Invoicing under GST?
• Is the e-Invoice format the same for all the B2B businesses?
• Can one invoice be registered for more than one e-Invoices?

View all 11

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

CashFlow Analytics 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