1. Welcome to Paymorz Help Centre
Welcome to the Paymorz Help Centre, your comprehensive resource for navigating our digital payment platform with confidence and efficiency. This documentation has been meticulously prepared to provide you with authoritative guidance, whether you are a new user establishing your account or an experienced practitioner seeking to optimise your utilisation of our services.
2. Getting Started
2.1. New to Paymorz? - Initiating Your Paymorz Account
For new users, we recommend following these essential steps to establish your account and commence processing payments with optimal efficiency:
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Step 1: Account Registration
- Navigate to the Paymorz registration portal.
- Provide your complete legal name, valid email address, mobile telephone number, and establish a secure password in accordance with our security requirements.
- Complete the One-Time Password (OTP) verification process to validate your identity and initiate the Know Your Customer (KYC) verification procedure.
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Step 2: KYC Verification Completion
- Submit your Aadhar card and Permanent Account Number (PAN) card details as part of the mandatory Know Your Customer (KYC) compliance process.
- Ensure all submitted documents are current, valid, and accurately reflect the information provided in your profile.
- Your account shall be activated upon successful completion and approval of the KYC verification process by our compliance team.
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Step 3: Executing Your First Transaction
- Access the Dashboard > Make a Payment interface.
- Select your intended beneficiary and the appropriate service category.
- Enter the transaction amount, select your preferred payment method from the available options, and confirm the transaction details before finalising.
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Step 4: Navigating Your Dashboard
- Utilise the dashboard interface to monitor transactions, manage invoices, access analytical statistics, and configure your account profile settings.
- Key sections include: Payment Vendor, Invoices, Statistics, Notifications, and Support.
- All tools are systematically organised to facilitate efficient day-to-day operational management.
2.2. Quick Access Resources
3. Help by Category
3.1. Account Management
Our account management features enable you to maintain comprehensive control over your profile and organisational settings:
- Profile Configuration: Establish and maintain your account profile, including business information, contact details, and operational preferences
- Team Member Administration: Add, remove, and manage team members with granular permission controls
- Permission Management: Configure role-based access controls and assign appropriate permissions to team members
- Business Information Updates: Modify and update your registered business details, including legal entity information and operational addresses
- Security Settings: Configure two-factor authentication, manage authorized devices, and establish security preferences
3.2. Payment Processing
Our payment processing infrastructure supports multiple transaction methods and provides comprehensive transaction management:
- Payment Methods: Understand the various payment methods available, including bank transfers, card payments, and digital wallet integrations
- Transaction Fees: Review our fee structure, including processing fees, gateway charges, and any applicable service charges
- Processing Timelines: Familiarise yourself with standard processing times, settlement periods, and expected transaction completion windows
- Payment Verification: Learn how to verify transaction status, confirm payment receipts, and obtain transaction documentation
- Recurring Payments: Configure and manage automated recurring payment schedules for regular vendor settlements
3.3. Invoice Management
Our invoice management system facilitates comprehensive invoice lifecycle management:
- Invoice Creation: Generate professional invoices with customisable templates, including line items, tax calculations, and payment terms
- Payment Request Transmission: Send payment requests to vendors and clients with automated notifications and tracking capabilities
- Payment Status Tracking: Monitor invoice payment status in real-time, including pending, completed, and overdue states
- Payment Reminders: Configure automated payment reminders and escalation notifications for overdue invoices
3.4. Vendor Management
Our vendor management capabilities enable efficient relationship management and payment coordination:
- Vendor Onboarding: Add new vendors to your system with complete profile information, including banking details and verification status
- Vendor Information Management: Update and maintain vendor contact information, payment preferences, and service categories
- Vendor Payment History: Access comprehensive transaction histories for each vendor, including payment dates, amounts, and transaction references
- Vendor Categorization: Organize vendors by categories, service types, or custom classifications for improved management
3.5. Security
Security is paramount to our platform. We provide comprehensive security features and best practices:
- Account Security Best Practices: Implement recommended security measures, including strong password policies, regular credential updates, and secure access protocols
- Two-Factor Authentication: Enable and configure multi-factor authentication to enhance account security
- Suspicious Activity Detection: Understand how our system monitors and alerts you to potentially unauthorized account access or unusual transaction patterns
- Authorized Device Management: Manage and monitor devices authorized to access your account, including remote device revocation capabilities
- Security Alerts: Configure and receive real-time notifications for security events, including login attempts, password changes, and transaction authorization
3.6. Troubleshooting
Should you encounter technical difficulties, our troubleshooting resources provide systematic resolution guidance:
- Common Error Messages: Reference our comprehensive error code database with explanations and recommended resolution steps
- Payment Failures: Understand common causes of payment failures, including insufficient funds, gateway connectivity issues, and verification failures
- Connection Issues: Troubleshoot connectivity problems, including network configuration, browser compatibility, and API integration issues
- Browser Compatibility: Verify browser requirements and resolve compatibility issues with supported browsers and versions
- Mobile Application Troubleshooting: Resolve issues specific to our mobile applications, including installation problems, synchronisation errors, and notification delivery
4. Need Additional Assistance?
Should you require assistance beyond the resources provided herein, our dedicated support team stands ready to assist you:
- Email Support: support@paymorz.com
- Support Hours: Monday through Saturday, 10:00 AM to 6:00 PM (Indian Standard Time)
- Response Time: We endeavour to respond to all inquiries within 24 hours during business days
When contacting our support team, please include the following information to facilitate expedited resolution:
- Your registered account email address
- A clear and concise description of your issue or inquiry
- Any relevant transaction identification numbers or reference codes
- Screenshots or documentation, where applicable, with sensitive information appropriately redacted
5. Feedback and Continuous Improvement
We are committed to continuously improving our help resources and platform features. Your feedback plays a vital role in this process. If you have any suggestions or notice areas where additional documentation could be helpful, please share your insights with us at support@paymorz.com.
We review all feedback regularly and incorporate valuable suggestions into our documentation and platform development processes. Your input directly contributes to improving the user experience for all Paymorz users.
For comprehensive information regarding our terms of service, privacy practices, and regulatory compliance, please refer to the following documents:
These documents contain important information regarding your rights and obligations when using the Paymorz platform. We recommend reviewing them carefully to ensure full understanding of our service terms and your responsibilities as a user.
7. Conclusion
Thank you for choosing Paymorz for your payment processing and vendor management needs. We are dedicated to providing you with a secure, efficient, and user-friendly platform that meets the highest standards of service excellence. Should you require any assistance not addressed in this documentation, please do not hesitate to contact our support team.
We appreciate your trust in Paymorz and look forward to supporting your business operations.