Step 1: Go to "More".
Choose the “Bank” option from the menu.
Step 2: Edit the bank details.
Select the bank account to which you would like to add the UPI ID and click on the bank column and enter the UPI ID
Step 3: Update the UPI ID.
Click on “Update bank details” at the bottom of the screen.
Congratulations! You have successfully updated your bank details and a pop up appears at the bottom of the screen informing the same.
Step 4: Click on “Invoice”.
Go back to Home and click on the "Invoice" option under the Create section.
Step 4: Fill in the customer’s details
Click on “Select Customer” and select the customer you want to create the invoice for or create a new customer profile by clicking on the “Add customer” button.
Step 5: Fill in the product details.
Click on “Add Products” and select/ search for the product you would like to add. Now click on “+” to add the quantity of the product.
or click on “+ Add New Product" at the top of the screen and type in their details manually.
Step 6: Select the bank account.
Click on “Bank” under the optional section and select the bank to which you added your UPI ID earlier.
Also, add additional delivery or packaging charges (if applicable) and create or edit the notes, as well as the terms and conditions.
Step 7: Add your signature and click on “create”.
Your invoice with the QR code is ready.
You can now share it via WhatsApp, SMS, or email with your customers, and they can pay you by scanning the payment QR code on the invoice.
Note: You cannot add an existing QR code to the invoice, you can only add a payment QR code by adding a UPI ID to your bank account, through which the software automatically generates a unique QR code for your bank account.
