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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?
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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?
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Payments - Collect
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?
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Payments - Payouts
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?
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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?
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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?
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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?
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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?
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What is a Founder One card?
How to apply for a Founder One Card?
How to set your pin or activate your Founder One Card?
Are there any shipping charges for the Founder One Card?
How do I add money to the Founder One card?
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Where do you see the status of all the expenses on our platform?
How to submit an expense?
How to manually submit an expense?
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?
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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?
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Account Opening Document Checklist
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
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Apps - Hub
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?
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Apps - Tally Plugin
What are the steps to login Bankopen Credentials?
I have installed the Tally plugin but 'BankOpen login' and 'BankOpen sync' buttons on Tally are disabled. What to do now?
How to Sync data from Tally to Bankopen?
What happens when we first login with Tally?
What is the sequence of Tally sync?
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Documents Required for Various Entities
How to integrate payment gateway into my website?
Profile and Settings
Open Payment Account
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?
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Documents required for KYC completion
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?
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Entity specific onboarding completion videos
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
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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?
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API credentials for e-Invoicing
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 portal
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?
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