Troubleshoot Yepsta Pay Access, Attention and Security
Yepsta Pay or an action is missing
Section titled “Yepsta Pay or an action is missing”Ask the owner to check the exact permission:
- Yepsta Pay — View for the workspace;
- Yepsta Pay — Collect to create or close a request;
- Yepsta Pay — Share to send or copy a link;
- Yepsta Pay — Reconcile for supported safe status checks; and
- Payment Settings — View/Manage for provider setup.
The Invoice location must also be accessible. Payment Settings is business-wide and unavailable to a user who has only some locations.
Collect online is unavailable
Section titled “Collect online is unavailable”Confirm that the Invoice is issued and Sent, is unpaid or partially paid, has a positive balance and is not cancelled, void, credited or partially credited. Then check the Live Razorpay connection and Payment Link availability.
Dynamic QR is unavailable
Section titled “Dynamic QR is unavailable”Use a Payment Link. Dynamic QR requires separate Razorpay enablement and can remain unavailable on an otherwise healthy account. It is fixed-amount and single-use when available.
Payment confirmation is delayed
Section titled “Payment confirmation is delayed”Open the request or transaction, compare the safe provider state with Recorded on invoice, and use Check payment status or Retry safe check only when the action is offered. If a Needs Attention item exists, follow its recommended action.
Email or WhatsApp sharing is not ready
Section titled “Email or WhatsApp sharing is not ready”Check the customer’s usable destination, their notification preference, the event/channel in Notification Centre, approved WhatsApp template readiness and WhatsApp credit balance. The saved request remains valid even if the sharing attempt fails; copy the link only when your Share permission allows it.
Connection or webhook needs attention
Section titled “Connection or webhook needs attention”Open Main Settings → Payment Settings and follow the guided business-facing checklist. Refresh availability after a confirmed account change. Reconnect or update the connection only when the screen recommends it and you have reviewed active requests.
Protect payment data
Section titled “Protect payment data”Last reviewed:
