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How to add UPI ID to invoices
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How to add UPI ID to invoices on Web

Step 1: Go to "Settings".

Click on the “Settings” icon on the left dashboard and Select the “Bank Details” option from the menu. 

click on settings icon

select bank details 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 "edit” Icon under the “Actions” column. 

select the bank account

Step 3: Enter the UPI ID.

A new form appears. Here, enter the UPI ID and click on “Save and Update.” present at the top right corner of the screen. 

enter the UPI ID

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. 

UPI ID updated

From now on, you can use this Bank account and UPI ID whenever you create a new transaction.

How to add UPI ID to invoices on Android

Step 1: Go to "More".

Choose the “Bank” option from the menu. 

Chose Bank from the menu

Step 2: Select the Bank account.

Click on the Bank account to which you would like to add the UPI ID. 

select the bank account

Step 3: Enter the UPI ID.

A new form appears. Here, enter the UPI ID and click on the “Update bank details” option at the bottom of the screen. 

‍Congratulations! You have successfully added your UPI ID to the Bank account. A pop up will appear at the bottom of the screen informing the same. 

From now on, you can use this Bank account and UPI ID whenever you create a new transaction.

UPI ID added successfully