User Manual

Wallet & Credits

Lead credits are the currency of this platform. You spend 1 credit to reveal a buyer's contact details and access their requirement. This page lets you view your balance, purchase credits via Razorpay, review every transaction, and set a low-balance alert so you never miss a hot lead.

1

Check your Balance

The top of the page shows your current credit balance, total credits ever purchased, and total spent. The balance is live — it decreases the moment you reveal a contact and increases the moment a recharge completes.

2

Choose a Credit Pack

Select a credit pack from the available options (e.g., 10 credits, 50 credits, 100 credits). Larger packs have a lower per-credit cost. Click "Recharge" on your chosen pack.

3

Complete Payment via Razorpay

You will be redirected to Razorpay's secure payment gateway. Pay via UPI, Net Banking, Credit/Debit Card, or Wallet. On success, credits are added to your balance instantly and a GST invoice is generated automatically.

4

Download your GST Invoice

Every recharge generates a GST-compliant invoice with your GSTIN (if you provided one during KYC), the base amount, GST breakup (CGST + SGST or IGST), and invoice number. Click the download icon next to any transaction to get the PDF.

5

Set a Low-Balance Alert

Enter a threshold in the "Low Balance Alert" field. When your balance drops to or below this number, you will receive an in-app notification and (if enabled) an email/SMS nudge to recharge before you miss leads.

6

Review Transaction History

The transaction log shows every credit purchase (PURCHASE), lead reveal spend (SPEND), and refund (REFUND) with date, amount, and reference ID. Filter or export this for your accounts team.

6 steps · 5 tips · 5 FAQs