How to add QR code to invoices on the web

Step 1: Go to "Settings".

Click on the “Settings” icon on the left dashboard and Select the “Bank Details” 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 "edit” Icon under the “Actions” column.

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.

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.

Step 4: Go to “Sales”, and Select “Invoices”.

Now, click on "Create Invoice” from the top right-hand corner of the screen.

Step 5: Fill in the customer's details.

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.)

‍Step 6: Fill in the details of the products.

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.

Step 7: Select the bank account

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.

Step 8: Add your signature and click on save.

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.

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