Google Sheet Flow for Razorpay Subscription PDF

Summary

This document outlines the process for managing Razorpay subscriptions using Google Sheets. The flow chart details data input procedures, reminder setups, and automated report generation based on outstanding amounts and due dates.

Full Transcript

Add data in Google Sheet Manage Razorpay Our website subscription monthly/annually Link Google Sheet...

Add data in Google Sheet Manage Razorpay Our website subscription monthly/annually Link Google Sheet If renewal of subscription is not made then reminder will stop Select template for payment reminder Select number of reminders and interval days We will add Report tab that can read data from Google Sheet and generate report on screen 1. Total Outstanding Amount 2. Outstanding Amount by Customer 3. Outstanding Amount by Due Date (Due today, Due tomorrow, due within next week, due within next month, overdue) 4. Top 10 Customers by Outstanding Amount 5. Percentage of Total Revenue Outstanding

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