How do I ensure my company GSTIN appears on downloaded invoices?

Enter your legal company name and GSTIN in Agency Settings. All subsequent invoices will automatically include your tax credentials for input tax credit claims.

Why doesn't a newly completed payment appear immediately in the table?

Payment webhooks occasionally experience a 1 to 2-minute processing buffer. Refresh the page after 2 minutes to display the new transaction row.

Can I download invoices in bulk?

Invoices are downloaded individually per transaction by clicking the "PDF Invoice" button on each row.

💳Agency Billing, Subscriptions & Invoices

Payment History, Transaction Statuses & GST Tax Invoices

Track past agency payments, understand Paid, Refunded, and Failed transaction statuses, and download official PDF GST tax invoices.

Last updated on Sep 2, 2026• Verified for Karo Simple Agency

#The Centralized Financial Transaction Ledger

Every financial transaction conducted by your agency (including plan purchases, recurring subscription renewals, and one-time add-on top-ups) is itemized in the Payment History ledger.

This page serves as your accounting command center, providing verifiable financial records and automated GST-compliant tax invoices for corporate tax filing.

#Reading the Transaction Ledger Table

Date: The precise timestamp when the transaction was completed.
Plan / Product: The purchased item (e.g. "Agency Annual Plan" or "Agency: Extra AI Credits").
Cycle: Billing duration: Monthly, Half-Yearly, Annual, or "Add-on Purchase".
Amount Paid: Total rupees charged. If a promotional discount was applied, the original price is struck through beside the final paid amount.
Status: Color-coded status badge: Paid (green), Refunded (blue), or Failed (red).
Invoice Action: The "PDF Invoice" button to instantly download your tax invoice.

📸 Visual Guide: Screenshot 5 - Payment History Table with Invoice Download Buttons

The transaction ledger displaying past payment records. 🔍 What is shown: • Rows showing successful transactions with green "Paid" badges. • Active "PDF Invoice" download buttons on paid entries. • A failed payment entry showing greyed-out (disabled) invoice button.

#Understanding Transaction Statuses

Paid (Green): Payment was successfully captured by Cashfree and resources are active in your account. Tax invoice available for download.
Refunded (Blue): The payment was returned to your original payment method.
Failed (Red): The bank or UPI transaction did not complete. No plan was activated, and the PDF Invoice button is disabled.

Handling Bank Gateway Timeouts

If money was deducted from your bank account but the ledger displays "Failed", the funds are held by your bank's payment switch. The transaction will automatically reverse and refund within 3 to 7 business days. If not received, open a ticket under Contact Support with your bank UTR number.

#Frequently Asked Questions

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