Integration Guide

Add a Sub-Account

Suggest Edits

Adding a sub-account, sub-merchant or child merchant involves the following major steps:

📘

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 6: 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

  1. Select Split & Supplier Payments on the menu.

    The Manage Sub-accounts page is displayed.

  1. Click Add Sub-Merchant at the top-right corner and select Single Merchant.

    The Add a Child Merchant page is displayed.

  1. Enter the details as specified in the following table:
FieldDescription
Sub-merchant NameEnter 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 NoEnter your 10-digit mobile number in this field.
Email IDEnter your business email ID linked to this Dashboard in this field.

  1. Click Proceed.

    The page is refreshed to display the other panes to complete the sub-account details.

Step 2: PAN verification

  1. 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.

  2. Enter your date of birth or company’s date of incorporation in the Date of Birth/Date of Incorporation field.

  3. Click Proceed to Verify.

    A pop-up page is displayed to choose the business entity.

  1. 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

  1. Enter the details on the Tell us a little bit about your business pane as specified in the following table:
FieldDescription
Business CategorySelect your business category from this drop-down list.
GSTINEnter 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.

  1. Click Proceed.

    The Step 4: Enter Bank Details <your name> pane is displayed.

Step 4: Bank details

  1. 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, follow the steps as described in Step 2: Update bank details of Create Child Merchant API.

FieldDescription
Bank Holder NameSelect the name of the beneficiary from the drop-down list.
Bank Account NumberEnter the account number of the beneficiary.
IFSC CodeEnter the bank branch IFSC code or click the Search IFSC option to search and select the IFSC code.

  1. Click Connect Bank Account.

    The Step 5: Verifying Authority Details pane is displayed.

Step 5: Verifying Authority Details

  1. Enter the signing authority details of your company as described in the following table:
FieldDescription
Signing Authority NameEnter the signing authority name.
Signing Authority DesignationEnter the signing authority designation.
Signing Authority Email IDEnter the signing authority email-ID.
Signing Authority Phone NoEnter the signing authority phone number.
  1. Click Connect Bank Account.

The Step 6: Additional documents required pane is displayed.

Step 6: Additional Documents

📘

Notes:

  • Upload signed schedule C document through your parent merchant or Dashboard
  • E-Sign Schedule C through OTP, triggered by parent merchant
  • If bank account verification fails, then cancelled cheque needs to be uploaded
  1. 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

  1. Upload the Schedule C document using the Upload Schedule C field. Also, you can ask your sub-merchant to e-sign the schedule C addendum using the Send Email to Child button.

  2. 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 13 days ago