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Merchants can create a Cashfree Payments account to process payments, send payouts, and verify customers or bank accounts. This page covers sign-up and activation, managing account details, managing team members and role-based permissions, and related operations. When setup is complete, the Merchant Dashboard can be used to perform a wide range of functions according to business needs.

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Set up and manage your account

The account setup process is streamlined into clear actions. Follow these guides to activate your account and configure your business profile.

Create an account

Step-by-step guidance on sign-up, KYC verification, entity-wise checklists, and tracking your activation status.

View required documents

See which documents you need for activation by entity type and line of business.

Manage your account

Update business profile, banking details, and settlement preferences.

Manage team access

Invite team members and assign role-based permissions to secure your account.

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Support and resources

Use these resources to understand pricing, account onboarding, and answers to common questions, or review legal agreements.
  • Account help: Find answers to frequently asked questions about your profile, two-factor authentication, notifications, and day-to-day account operations.
  • Onboarding and activation: Common questions about sign-up, account activation, and which documents you need by entity type and business category.
  • Pricing and fees: Clear information on transaction fees, settlement rates, and pricing for different payment methods.
  • Terms and policies: Review the terms of service, legal requirements, and privacy policies for using Cashfree Payments.