Add a Sub-Account
Adding a sub-account, sub-merchant or child merchant involves the following major steps:
- Step 1: Basic Details
- Step 2: Verify PAN
- Step 3: Business Details
- Step 4: Sub-Account Bank Details
- Step 5: Additional Documents
Notes:
- There is no mail sent or intimated to sub-merchant when you add a sub-merchant using this procedure.
- PayU will verify the documents submitted in Step 5: Additional Documents and activate the sub-account by two working days. If you encounter any issues, contact your PayU Account Manager or PayU Support.
The following describes the procedure to add a sub-account:
Step 1: Basic details
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Select Split & Supplier Payments on the menu.
The Manage Sub-accounts page is displayed.
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Click Add Sub-Accounts at the top-right corner.
The Add a Sub-Account page is displayed.
- Enter the details as specified in the following table:
| Field | Description |
|---|---|
| Account Name | Enter the business account name in this field. The name entered in the field will be printed in the various reports generated from PayU Dashboard. |
| Mobile No | Enter your 10-digit mobile number in this field. |
| Account Email ID | Enter your business email ID linked to this Dashboard in this field. |
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Click Proceed.
The page is refreshed to display the other panes to complete the sub-account details.
Step 2: PAN verification
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Enter your business PAN card number in the Business PAN Card Number field. If your business is a sole proprietorship, enter your personal PAN card number.
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Enter your date of birth or company’s date of incorporation in the Date of Birth/Date of Incorporation field.
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Click Proceed to Verify.
A pop-up page is displayed to choose the business entity.
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Select your business entity type from the drop-down and click the Confirm I am <your business name> button. Where <your business name> is substituted with the name you entered in the Business PAN Card Number field at Step 2.
The Tell us a little bit about your business pane is displayed.
Step 3: Business details
- Enter the details on the Tell us a little bit about your business pane as specified in the following table:
| Field | Description |
|---|---|
| Business Category | Select your business category from this drop-down list. |
| Business Sub Category | Select your business subcategory from the drop-down list. |
| GSTIN | Enter your GSTIN if your business has GSTIN. |
| Monthly expected Sales (in Rupees) | Enter the expected sales from your business per month (in rupees) in this field. |
| Shop code | Enter your shop code. |
| State | Select the state where your business is located. |
| Trade Name | Select the trade name from the drop-down list. This is based on the PAN Card details you had provided in Step 2: PAN Verification. |
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Click Proceed.
The Step 4: Enter Bank Details <your name> pane is displayed.
Step 4: Bank details
- Enter the sub-account bank details as described in the following table:
Note: In case you do not have sub-account or child merchant bank details or if you skip the step, you can share the following link to your child merchant so that they can submit their bank details:
https://payussubaccount/addbankdetails
| Field | Description |
|---|---|
| Bank Holder Name | Select the name of the beneficiary from the drop-down list. |
| Bank Account Number | Enter the account number of the beneficiary. |
| IFSC Code | Enter the bank branch IFSC code or click the Search IFSC option to search and select the IFSC code. |
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Click Connect Bank Account.
The Step 5: Additional documents required pane is displayed.
Step 5: Additional Documents
- Select any of the following options from the Bank Account Proof of drop-down list and upload the proof document using the Upload Document Select a scanned copy or photo of your PAN card:
- Passport
- Bank Passbook
- Canceled Cheque
- Bank Verification Letter
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Upload the Schedule C document using the Upload Schedule C field.
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Click Submit Documents.
After the sub-account bank details are submitted, the following confirmation message is displayed.
Verification of Docs:
PayU will verify the documents and activate the sub-account by two working days. If you encounter any issues, contact your PayU Account Manager or PayU Support.
If the sub-account bank details are not entered, the following page is displayed so that you can share it with your merchant.
Updated 2 months ago