Adding Sub-Accounts

You can add a sub-account in the Split Settlements Dashboard. This part of the documentation includes the following sections to add sub-accounts:

• Add a Sub-account
• Complete a Sub-account Details in Draft

Add a sub-account

Adding a sub-account involves the following major steps:

• Step 1: Basic Details
• Step 2: Verify PAN
• Step 3: Business Details
• Step 4: Sub-Account Bank Details

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.

2. Click Add Sub-Accounts at the top-right corner.

   The Add a Sub-Account page is displayed.

3. Enter the details as specified in the following table:

4. 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.

4. 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:

2. 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, you can share the following link to your child merchant so that they can submit their bank details:

https://payussubaccount/addbankdetails

2. Click Connect Bank Account.

   The Step 5: Additional documents required pane is displayed.

Step 5: Additional Documents

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

2. Upload the Schedule C document using the Upload Schedule C field.

3. Click Submit Documents.

   After the sub-account bank details are submitted, the following confirmation message is displayed.

If the sub-account bank details are not entered, the following page is displayed so that you can share it with your merchant.

Complete a sub-account details in draft

When you are adding sub-account details, you can save them as draft and later complete the details.

To complete sub-account details in the draft:

1. Navigate to the Manage Sub-accounts page.

   The Manage Sub-accounts page is displayed. If any sub-account details are saved in the draft, the View Draft button is displayed in the top-right corner.

2. Click View Draft at the top-right corner.

   The Drafts page is displayed.

3. Click the Edit button (pencil) in the Actions column for the sub-account that you wish to complete the details.
4. Follow these subsections of this section to complete the details:
   • Step 1: Basic Details
   • Step 2: Verify PAN
   • Step 3: Business Details
   • Step 4: Sub-Account Bank Details