Cart, estimate, checkout & payment
Once you have staged plan, seat or add-on changes, the Cart & Estimate and Checkout tabs take you from review to payment. Subscription is admin-only — managers and employees see Subscription is admin-only.
Cart & Estimate (step 1)
Your staged changes are listed as Plan → …, + AddonName and − AddonName. Controls let you set:
- Billing cycle — Yearly or 2 Years.
- Seat delta — a number input to adjust seats.
- Coupon — enter a code and click Apply (toast Coupon X applied, or Enter a coupon code if the field is empty).
The Estimate shows line items, You save {amount}, Subtotal, GST (CGST 9% + SGST 9%) and Total payable. Setup fees apply where relevant: 11–20 users ₹5,000; 21+ users ₹10,000; Kredsync AMC ₹5,000.
Use Reset to clear changes (toast Cart reset to current subscription) or Proceed to checkout → to continue. Proceed is disabled if there are no changes.
Checkout (step 2)
If there is nothing staged you will see 🛒 Nothing to check out. Browse plans →. Otherwise, pick a payment method:
- Razorpay
- Invoice (bank transfer) — reveals a Bank UTR / reference (after transfer) field.
The order summary shows Subtotal, GST 18% and Total payable. The button reads Pay {total} securely (Razorpay) or Generate invoice (Invoice). Use ← Back to cart to return.
Payment flow
- Razorpay → PROCESSING (toast Opening Razorpay…) → PAID → a success modal: {total} paid · your new entitlements are active. with Close and View invoice.
- Invoice, no UTR → INVOICE_GENERATED (toast Invoice generated — pay via bank & enter UTR).
- Invoice, with UTR → PAYMENT_VERIFICATION_PENDING (toast UTR submitted — pending ops verification).
Payment states are: NOT_INITIATED, PROCESSING, PAID, INVOICE_GENERATED, PAYMENT_VERIFICATION_PENDING and FAILED.
Your paid orders and generated invoices appear in Invoices & billing history.
When to contact support
If a Razorpay payment shows FAILED, or an invoice stays in PAYMENT_VERIFICATION_PENDING after you have submitted your UTR, contact support with the invoice reference.