Click on the “Settings” icon on the left dashboard and Select the “Bank Details” option from the menu.
Select the Bank account to which you would like to add the UPI ID and click on the "edit” Icon under the “Actions” column.
A new form appears. Here, enter the UPI ID and click on “Save and Update.” present at the top right corner of the screen.
Congratulations! You have successfully added your UPI ID to the Bank account. A pop-up will appear on top of the screen informing the same.
Now, click on "Create Invoice” from the top right-hand corner of the screen.
You can select existing customers from the drop drop-down down list or add new customers by typing in their details manually.
(And fill in the necessary details like due date, reference number, etc.)
You can select existing products from the drop down list or add new products by typing in their details manually.
To add more products, click on ‘+ Add New Product’, which will add new item rows.
Also, Click on ‘+ Add to bill’ and add the rest of the product details like quantity, category, discount, etc.
Go to the “Add Payment” section and click on the drop-down box below “Select Bank”
Select the bank to which you added your UPI ID earlier.
Also, add additional charges (if applicable) and create or edit notes, as well as terms and conditions.
Your Invoice with QR Code is ready.
You can now share it via WhatsApp, SMS, or Email with your customer, 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.