Login with OTP: Enter your 10-digit mobile number on the login screen and tap Send OTP. Enter the 6-digit OTP received via SMS to verify your identity and sign in.

Profile Setup (first time): New users are automatically taken to the Profile Setup screen after OTP verification. Enter your full name, select your gender, then tap Continue to complete registration.

Dashboard: After login you land on the Dashboard, which shows three swipeable tabs — My Events (events you created), Shared Events (events you joined via code), and Visited Events (public events you have viewed). Swipe left or right to switch, or tap the tab names.

Search events: Use the search bar at the top of the dashboard to instantly find any event by name or description.

Create an event: Tap the New Event button at the bottom of the Dashboard (or Create Event in the sidebar). Fill in the event name, an optional description, an optional funding goal, and optional date, then tap Create. You automatically become the Organizer.

Get the invite code: Open your event → tap the Settings icon (⚙) in the top-right corner → tap Manage Event. On the Manage Event page you will find the 16-character join code, a copy button, and a Regenerate option. The old code stops working immediately when regenerated.

Join an event: Tap the New Event button → tap Join by Event Code (or Join by Code in the sidebar). Enter the 16-character invite code shared by the organizer. You instantly join as a Collector.

Edit an event: From the Dashboard, tap the edit icon on any event card you own to update the event name, description, goal amount, or date.

Collections tab: Tracks every contribution or payment received. Each row shows the contributor's name, amount (₹), who collected it, and the timestamp. This is the core income ledger of your event.

Expenses tab: Tracks every cost or expenditure. Each row shows a description, the amount spent, who added it, and the timestamp. This is the spending ledger.

Summary tab: A live financial snapshot — total collected, total spent, remaining balance, top contributors, and a per-member contribution breakdown. It updates automatically as entries are added.

Event info bar: Below the app bar, you will see the event description, date, and a Members badge. Tap Members to view all current members and their roles.

Add a new entry: At the bottom of the Collections or Expenses table, tap the green + New entry row. A form slides up where you type the contributor name and optional amount. Tap Save or Save & Next to add and immediately open a blank form for the next entry.

Edit an entry: Tap any existing row in the table to open its edit form. Update the name, amount, or any custom fields, then tap Save. Note: Collectors can only edit their own entries. Organizers can edit any entry.

Delete an entry: While editing, tap the Delete option and confirm in the popup. Collectors can only delete their own entries. Organizers can delete any entry.

Duplicate warning: If you add an entry with the same name and amount as an existing one, Notepay shows a warning popup. Tap Add Anyway to proceed or Cancel to discard.

Set up your UPI details: As an Organizer, tap the Settings icon (⚙) in the top-right corner → tap Receive Contributions (QR). Enter your UPI ID and UPI Registered Name exactly as they appear in your bank app. Choose which contributor fields are required (e.g. phone, address, custom fields).

Share the collection link: Copy the generated public contribution link and share it with contributors via WhatsApp, SMS, or any channel. Contributors who open the link see your event name, organizer name, and a dynamically generated UPI QR code — no app installation required.

Contributor pays and uploads proof: After paying via any UPI app, the contributor uploads a screenshot of their payment receipt on the same page.

AI auto-verification: Notepay's AI immediately reads the uploaded screenshot — it checks that the receiver name matches your UPI Registered Name and extracts the amount and date. If the receipt is valid, the entry is automatically created in your event's Collections tab.

Manual fallback: If AI verification fails or cannot extract details (e.g. blurry screenshot), the contributor is shown a manual form to type their name, amount, and required fields. All entries remain under your full Organizer control.

Add a column: In the Collections or Expenses tab, look just below the search bar and find the contributor or expense count. Tap the + Column button next to it. Enter a column name (e.g. "House No.", "Ward No."), choose a display width — Narrow, Medium, or Wide — then tap Add Column. The column appears instantly in the table.

Edit or hide a column: Tap the name of any custom column header directly in the table. A settings sheet slides up. You can rename it, change its width, or tap Hide to remove it from view without losing any data.

Restore or delete hidden columns: Tap the + Column button → tap the Hidden Cols button. All previously hidden columns are listed. Tap Restore to bring one back, or tap the red Delete button to permanently remove the column and all its data.

Search: At the top of the Collections or Expenses tab, use the Search contributors… or Search expenses… input to find entries as you type. Results filter instantly.

Sort & filter: Tap the filter icon (three horizontal sliders) inside the search bar. A modal opens with sorting options: Time Newest First, Time Oldest First, Amount High to Low, Amount Low to High, and Name A to Z.

My Entries Only: In the same filter modal, toggle My Entries Only to show only the entries that you personally added, hiding all other collectors' data from view.

Enter Theater Mode: Tap the Maximize button next to the "Total" amount on any table, or simply rotate your phone to landscape orientation. The screen expands to a wide spreadsheet view that shows all columns at once.

Navigate in Theater Mode: Use the tabs at the top to switch between Collections, Expenses, and Summary. The search bar and filter icon remain available. Tap Close in the top corner to return to the normal view.

Open Chat: Inside any event, tap the chat bubble icon floating at the bottom-right of the screen. A chat drawer slides open from the right side.

Send messages: Type in the text field at the bottom and tap send. Long-press any message to reply directly to it or to react with an emoji.

Use the AI Assistant: Type @ai followed by your question and send it — for example, "@ai who contributed the most?" or "@ai what is the remaining balance?". The AI reads the event's live financial data and replies directly in the chat thread.

The Settings icon (⚙) appears in the top-right corner of every event. Which items you see depends on your role.

For Organizers — the settings dropdown shows three options:

• Manage Event — opens the full Manage Event page (see section below).
• Receive Contributions (QR) — configure your UPI ID and public contribution link.
• Download PDF Report — generates a professionally formatted PDF with all collections, expenses, and a financial summary.
• Exit Event — only visible if you are a co-organizer (not the original creator).

For Collectors — the settings dropdown shows one option: Exit Event. Tapping it removes you from the event. Your previous entries remain in the ledger. You need a new invite code to rejoin.

Access via Settings icon (⚙) → Manage Event. This is a dedicated page only available to Organizers. It consolidates all event configuration in one place.

Rename Event: Update the event name, description, goal amount, or date. Tap Save to apply changes immediately.

Event Joining Code: View the 16-character invite code. Tap Copy to share it. Tap Regenerate to issue a new code — the old code stops working instantly.

Public Access: Toggle ON to generate a read-only shareable link. Anyone with the link can view event data without joining. Toggle OFF to make the event private again.

Share View Link: Appears when Public Access is ON. Copies the public read-only link to clipboard or opens the native share sheet on mobile.

Members: Tap the Members badge (visible in the event header) to see all members and their roles. Tap any member's name to Restrict them, Promote to Organizer, or Demote an existing organizer back to Collector.

Deactivate Event: Locks the event. All Collectors are immediately blocked. The invite code changes when the event is reactivated.

Delete Event: Permanently deletes the event and all its data. This action cannot be undone. Only the original event creator can delete.

Exit Event: If you are a Collector, the Settings icon (⚙) shows a single option — Exit Event. This removes you from the event. Your previous entries will remain in the ledger. You will need a new invite code to rejoin.

Open Profile: On the dashboard, tap your circular avatar in the top-right corner to open the Profile page.

Edit Name: On the Profile page, tap your name or the edit badge on your avatar to update your display name. Your new name appears across all events immediately.

Dark Mode: Under the Preferences section on the Profile page, toggle Dark Mode on or off. Your preference is saved automatically and applied across all pages.

Submit Feedback: Under Help & Support, tap Submit Feedback to report bugs, request features, or share your thoughts with the team.