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Partner Registrations

Last 7 days DoD WoW MoM YoY

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Latest Partner Registrations

PartnerCategoryApproval StatusPaymentDateAction
All (247)
Platinum (68)
Gold (92)
Silver (87)
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PartnerCategoryLocationApprovalPaymentJoinedStatusActions
Showing 0 partners

✉️ Send Invite

📍

📧 Email Preview

Auto-generated
Yantra.ai
AI for Good!

Dear [Partner Name],

You have been invited to join Yantra Advanced Technologies as a [Category] Partner. Complete your registration to unlock exclusive benefits and start earning.

Start Onboarding →

This invitation link expires in 7 days. If you have questions, contact our support team.

📑 By proceeding, you agree to:

Recent Invitations

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PartnerCategoryPhoneSent OnStatusActions
Showing 0 invitations
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All Partner Applications

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PartnerCategoryDocumentsSubmittedPriorityStatusActions
💰
₹4,23,500
Total Collected (MTD)
↑ 18% vs last month
₹37,500
Pending Payments
15 partners
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₹3,125
Avg. Registration Fee
↑ 5% growth
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3
Failed Transactions
Needs attention

Recent Transactions

PartnerAmountCategoryMethodRazorpay IDDateStatus
RK
Ravi Kumar
₹5,000 Platinum UPI pay_Nk8x2mGh7a Mar 8, 10:32 AM Success
PS
Priya Sharma
₹2,500 Gold Card pay_Nk7y3kTq9b Mar 7, 3:15 PM Success
SR
Suresh Reddy
₹5,000 Platinum Net Banking pay_Nk6w1pRm5c Mar 6, 11:48 AM Success
VK
Vikas Khanna
₹2,500 Gold UPI pay_Nk5v4nAp2d Mar 5, 9:22 AM Failed
Manage onboarding screen banners 6 banners
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76%
Onboarding Completion Rate
↑ 4% this month
⏱️
2.4 days
Avg. Onboarding Time
↓ 0.6 days faster
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92%
Approval First-Pass Rate
↑ 3% improvement
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8%
Drop-off Rate
↓ 2% better

Partner Distribution by Category

Platinum (36%)
Gold (28%)
Silver (22%)
Bronze (14%)

Monthly Growth Trend

AprMayJunJulAugSep OctNovDecJanFebMar

Onboarding Funnel

Email Invitation Sent324
Registration Completed289 (89%)
Approvals Submitted267 (82%)
Payment Completed253 (78%)
Fully Onboarded247 (76%)

Partner Categories & Fees

Notification Settings

Email Alerts
Get notified for new registrations, approvals & payments
Alert Types
New Registrations
Partner Submissions
Payment Updates
SMS Notifications
Send SMS for critical partner updates
WhatsApp Notifications
Send WhatsApp messages for partner onboarding updates

System Configuration

Configure payment gateways, UPI and netbanking for partner transactions.

Provider Supports Role Status Active Action
Razorpay UPICardsNBWallets Primary Gateway Connected
PayU (India) UPICardsNBEMI Fallback Setup Required
PayG (Payglocal) IntlCardsMulti-₹ International Setup Required
Easebuzz NEW UPICardsNBQRSubAcc Primary / Fallback Connected
UPI Direct via Razorpay CollectQRIntent Auto-routed Active
Netbanking via Razorpay SBIHDFCICICI60+ Auto-routed Active

📑 Document Settings

Partner-facing legal documents
Upload the legal documents that partners must review and accept during onboarding. Supported formats: JPG, PDF. These documents will be accessible via preview links throughout the partner onboarding flow.
Document Current File Format Status Last Updated Actions
💡 Partners can preview these documents during onboarding (Invite Email, Payment Screen, KYC). Documents open in a preview modal with download option.

📞 Support Hotline Settings

Partner-facing support channels
Configure the support channels available to partners. Set availability hours (IST) for each channel. These settings control the live/offline status shown on the Partner Portal.
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Email Support
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Mon Tue Wed Thu Fri Sat Sun
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Phone Support
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Mon Tue Wed Thu Fri Sat Sun
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WhatsApp / AI Bot Support
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Mon Tue Wed Thu Fri Sat Sun
💡 Availability status on Partner Portal updates in real-time based on these IST time settings. Toggle channels on/off to enable or disable them entirely.

🧾 Invoice Settings

Invoice template & generation rules
Select an invoice template for partner invoices and payment receipts. The selected template is applied across all Admin and Partner panels. Preview each template before applying.
Choose Invoice Template
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Classic Corporate
Traditional layout with formal structure
✓ Current
Dark Header Formal Grid GST Compliant
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Modern Yantra
Brand-first design with accent colors
Orange Accent Rounded Sections GST Compliant
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Current Template: Classic Corporate
Applied across Admin & Partner invoice generation
Default Templates
📄 Classic Corporate
Traditional layout with formal structure
🎨 Modern Yantra
Brand-first design with accent colors
No custom templates uploaded yet. Use Upload Custom Template below to add your own.
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Upload Custom Template
Upload your own invoice template (PDF, XLSX, DOCX). Custom templates will be added to the template gallery above.
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Set Invoice Generate LAG
Delay invoice generation after payment by specified days
ℹ️ Current lag: 0 days (Invoices generated instantly after payment confirmation)
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Data Export
Export invoice and payment data to Excel spreadsheet
💡 Invoice template and lag settings apply to all new invoices and payment receipts across Admin and Partner portals. Changing the template does not affect previously generated invoices.
Total SRs
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Open
0
Resolved
0
In Progress
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