1. Save RazorpayX Credentials
After the feature is enabled, open Apps → Referbro → Settings and fill in Razorpay Payout Credentials:
Click Save Credentials. Automated cashback payouts will not run until credentials are saved.
2. Use a Cashback Campaign
In Campaign Configuration, set Referrer Reward Type to Cashback and set the reward amount. Automated payouts apply only to cashback campaigns.3. Configure Cashback WhatsApp Templates
With Razorpay Payouts enabled, WhatsApp Settings shows an extra template slot.Cashback Payout Link Template
Sent when the payout link is created — before any money moves. The referrer must open this link to claim the cashback.
Copy a ready-to-use example from the Template Library.
Reward Notification Template
Sent after Razorpay marks the payout as processed. For cashback payouts, use:
See Reward Notification for gift card, store credit, and discount-code variants of this template.
Tracking Payouts
On Analytics → Referral Details, cashback rows show payout status instead of Mark as Paid (manual mark-as-paid is disabled while Razorpay Payouts is on). Typical states:- Awaiting payout — not yet sent to Razorpay
- Payout issued / pending / processing — the referrer still needs to claim, or Razorpay is transferring funds
- Payout processed (UTR: …) — money has been sent
- Payout skipped / failed — check the reason on the row (for example a missing phone number)