How to Display QR Code on Invoice and Collect Payments using myBillBook

Feature Overview

myBillBook simplifies payment collection by enabling users to display a UPI-linked QR code directly on the invoice. This feature helps small businesses speed up payments, improve customer convenience, and eliminate manual payment entry errors.

With this feature:

• Users can link a UPI ID to their bank account in myBillBook.

• Add the bank account with the linked UPI ID to generate a QR code on invoices.

• Customers can scan the displayed QR code to make payments seamlessly.

This functionality is ideal for businesses looking for quick payment collection without sharing account details manually.

Business Use Cases

1. Retail Stores: Generate invoices with UPI QR codes for instant checkout at the billing counter.

2. Wholesale Businesses: Easily collect payments from distributors or customers without sharing manual bank details.

3. Service Providers: Freelancers and professionals can display a QR code for faster payment collection.

Power Tips

• Enable payment reminders in myBillBook to ensure customers clear their dues quickly.

• Use invoice customization settings to make your UPI QR code prominent and improve customer visibility.

How to Set Up and Use This Feature

Step 1: Add UPI ID to the Bank Account

1. Go to the “Cash & Bank” section in the myBillBook app.

2. Select the desired bank account you want to update.

3. Click on “Update Bank Details.”

4. Select “Edit Bank Details.”

5. Enter your UPI ID in the provided field.

6. Click on “Submit” to save the changes.

Step 2: Display the Bank Account on the Invoice

Once the UPI ID is added, you can link the bank account to invoices to display the QR code:

1. Go to the “Create Sales Invoice” page.

2. Scroll to the bottom of the page.

3. Click on “Add Bank Account.”

4. Choose the bank account to which you have added the UPI ID.

5. Click on “Done.”

6. Save the invoice.

The QR code will now automatically appear on the generated invoice. Customers can scan the code and pay via UPI apps like Google Pay, PhonePe, or Paytm.

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