Institute Payment Setup

Overview

For institutes in India, PathshalaOS uses Razorpay Route to collect student fees. Your institute is onboarded as a Linked Account (sub-merchant). Students pay via UPI, cards, netbanking, and wallets; Razorpay splits the payment and settles your share to your bank account (typically T+2 business days).

Requirements:

• PathshalaOS Institute plan or above
• Institute country set to India (IN)
• Valid PAN, business details, and Indian bank account
• GSTIN recommended if you are GST-registered
• Institute admin access to your PathshalaOS dashboard

1 Open Payment Setup

1. Log in to your institute portal as an Institute Admin.
2. Go to Payments → Setup.
3. Confirm the gateway shows Razorpay (India).

If you see Stripe instead, your institute country may not be set to India. Update it under Organization / Settings or contact Pathshala support.

2 Submit business details

1. Fill in Legal business name (as registered).
2. Enter PAN (required) and GSTIN (if applicable).
3. Enter registered address, city, state, PIN code, and admin phone.
4. Click Submit for Razorpay KYC.

PathshalaOS creates your Razorpay Linked Account and sends your details for verification.

3 Complete Razorpay KYC

1. Razorpay reviews your linked account (may request additional documents).
2. Provide bank account details when prompted (account number, IFSC).
3. Wait for status Activated — usually 1–3 business days.
4. Check Payments → Setup in PathshalaOS; status changes to Payments active when ready.

If setup fails with an error, contact Pathshala support — we will coordinate with Razorpay on your behalf.

4 Configure fees (INR)

1. Go to Payments → Fees.
2. Add fees in Indian Rupees (₹) — amounts are in paise internally (₹1,000 = 100000 paise display logic handled by UI).
3. Examples: monthly tuition, batch fee, admission fee.
4. Save and ensure fees are marked Active.

5 Students pay

1. Students open the course or fee section in the student portal.
2. They click Pay and complete payment on Razorpay Checkout (UPI, card, netbanking, etc.).
3. Payment is recorded under Payments → Transactions.
4. Your share is transferred to your linked account and settled to your bank per Razorpay’s schedule.

6 Settlements, refunds & reports

• Transactions — all student payments with gross, platform fee, and net amounts.
• Settlements — payout history to your bank.
• Refunds — initiate from the dashboard; processed through Razorpay Route.
• Tax report — download summaries for your records (GST reconciliation as applicable).
• Invoices / receipts — view and download student payment records where available.

Fee structure (typical)

GST may apply on platform and processing fees per applicable law. Consult your CA for institute GST on tuition.

Documents to keep ready

• PAN card (business or proprietor)
• GST certificate (if registered)
• Cancelled cheque or bank statement for settlement account
• Registered business address proof
• Authorized signatory ID (Aadhaar / PAN / passport as requested by Razorpay)

Your responsibilities

• Accurate PAN, GST, and bank details for KYC.
• Comply with RBI and Razorpay terms for accepting online payments.
• Clear refund and fee policies for students.
• Issue fee receipts / invoices to students as required by your tax registration.

Troubleshooting

KYC pending or rejected

Check email from Razorpay for clarification requests. Update details in Payment Setup and resubmit if needed.

“Institute has not completed payment setup”

Linked account is not activated yet. Wait for Razorpay approval or contact Pathshala support.

Wrong gateway (Stripe instead of Razorpay)

Set institute country to India in organization settings.

Need help?

Email finance@pathshala.co for billing and payment questions, or support@pathshala.co for platform issues. You can also use Dashboard → Support.