Agenda of the Video:▶️ -
To share some valuable information and easy steps to Generate QR Code of any GST Sales Bill (Invoice) for Unregistered Dealer/Customer (Walk-in or Others).
Provide this QR (Sales Bill) to your Walk-in Customer✅
With the help of this QR Code (E-Invoice), you may Pay Bill Online (using Digital mode).✅
▪️▫️▪️▫️
#ytshorts
▶️ • GST Sales E-invoice - QR Code Scan to...
▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️
Read the Related Short-Blog: ➡️https://navisionfunctionalexpert.com/...
--------------
➡️Here, E = Electronic (Online/Digital).
▫️▫️▫️▫️▫️▫️▫️▫️▫️▫️▫️▫️▫️▫️▫️▫️
Note 1: I have changed the Original QR Code image of the Sales or Tax Invoice, to hide the UPI ID related details.
Note 2: If you Scan any "QR Code" from your Mobile Device using UPI Apps (Bhim UPI, Google Pay, PhonePe, Paytm etc., the QR Code will connect you to the online payment gateway (an online payment platform), here you may Pay the "Bill Amount" via any Digital Mode.
Note 3: Try to use Google Lens, after Scanning the QR Code, this application will directly connect you with the multiple Payment Modes, installed on your Mobile Device or System.
------------------------------
Scan and Pay is a way to make Payments using a QR Code:
✅Customers Scan the QR Code: Customers can Scan a QR Code to open their App, add items to their Digital Cart, and Pay.
✅Merchants provide the QR Code: Merchants can provide their Bank-generated QR Code for customers to Scan and make Payments.
✅Customers can share the QR Code: Customers can share their QR Code via Email, WhatsApp, or the iMobile Pay Apps.
The Recipient can then Scan the QR Code and Pay.
✅Customers can use their Mobile Apps: Customers can use their Mobile App (Application) to Scan the QR Code and make Payments.
✅Customers can use a UPI-Enabled Apps: Customers can use a UPI-enabled App to Scan the QR Code and make Payments.
▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️
Here are some Scan and Pay options: -
1️⃣Bharat QR:
A government initiative that allows Customers to make Cashless Payments using the SBI Card Mobile App.
2️⃣PhonePe:
A Scan and Pay option that provides QR stickers, table-top standees, and hangings for customers to make payments.
3️⃣CRED Pay:
A secure Payment option that allows customers to create an alias UPI ID and hide their sensitive details from merchants.
4️⃣Boost:
An app that allows customers to Scan and Pay at merchants using QR scanning.
5️⃣Bhim UPI: A government initiative that allows Customers to make Cashless Payments using the SBI Card Mobile App.
6️⃣GPay (Google Pay): Digital Mobile App.
7️⃣Amazon Pay: Digital Mobile App.
8️⃣Paytm: Digital Mobile App.
9️⃣Groww App: Investment Banking App.
Govt. and Pvt. Banks Mobile Apps.
1️⃣1️⃣ Others, if any, I missed.
-----
FAQs:
-----
Ques: What is UPI?
Ans: UPI stands for Unified Payments Interface, a real-time payment system that allows users to make transactions between banks using mobile devices.
To share some valuable information and easy steps to Generate QR Code of any GST Sales Bill (Invoice) for Unregistered Dealer/Customer (Walk-in or Others).
Provide this QR (Sales Bill) to your Walk-in Customer✅
With the help of this QR Code (E-Invoice), you may Pay Bill Online (using Digital mode).✅
▪️▫️▪️▫️
#ytshorts
▶️ • GST Sales E-invoice - QR Code Scan to...
▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️
Read the Related Short-Blog: ➡️https://navisionfunctionalexpert.com/...
--------------
➡️Here, E = Electronic (Online/Digital).
▫️▫️▫️▫️▫️▫️▫️▫️▫️▫️▫️▫️▫️▫️▫️▫️
Note 1: I have changed the Original QR Code image of the Sales or Tax Invoice, to hide the UPI ID related details.
Note 2: If you Scan any "QR Code" from your Mobile Device using UPI Apps (Bhim UPI, Google Pay, PhonePe, Paytm etc., the QR Code will connect you to the online payment gateway (an online payment platform), here you may Pay the "Bill Amount" via any Digital Mode.
Note 3: Try to use Google Lens, after Scanning the QR Code, this application will directly connect you with the multiple Payment Modes, installed on your Mobile Device or System.
------------------------------
Scan and Pay is a way to make Payments using a QR Code:
✅Customers Scan the QR Code: Customers can Scan a QR Code to open their App, add items to their Digital Cart, and Pay.
✅Merchants provide the QR Code: Merchants can provide their Bank-generated QR Code for customers to Scan and make Payments.
✅Customers can share the QR Code: Customers can share their QR Code via Email, WhatsApp, or the iMobile Pay Apps.
The Recipient can then Scan the QR Code and Pay.
✅Customers can use their Mobile Apps: Customers can use their Mobile App (Application) to Scan the QR Code and make Payments.
✅Customers can use a UPI-Enabled Apps: Customers can use a UPI-enabled App to Scan the QR Code and make Payments.
▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️▪️
Here are some Scan and Pay options: -
1️⃣Bharat QR:
A government initiative that allows Customers to make Cashless Payments using the SBI Card Mobile App.
2️⃣PhonePe:
A Scan and Pay option that provides QR stickers, table-top standees, and hangings for customers to make payments.
3️⃣CRED Pay:
A secure Payment option that allows customers to create an alias UPI ID and hide their sensitive details from merchants.
4️⃣Boost:
An app that allows customers to Scan and Pay at merchants using QR scanning.
5️⃣Bhim UPI: A government initiative that allows Customers to make Cashless Payments using the SBI Card Mobile App.
6️⃣GPay (Google Pay): Digital Mobile App.
7️⃣Amazon Pay: Digital Mobile App.
8️⃣Paytm: Digital Mobile App.
9️⃣Groww App: Investment Banking App.
Govt. and Pvt. Banks Mobile Apps.
1️⃣1️⃣ Others, if any, I missed.
-----
FAQs:
-----
Ques: What is UPI?
Ans: UPI stands for Unified Payments Interface, a real-time payment system that allows users to make transactions between banks using mobile devices.
Category
📚
LearningTranscript
00:00Hello friends, welcome to my channel, I am Filansar Madhvi and today we are going to check
00:14how we can create a QR code for a posted sale invoice.
00:22If we want to generate a bill for a sale invoice and that invoice is generated for an unregistered customer
00:36and GST is given on it, as you can see in the text information tab, GST is given.
00:41In the general tab, normally when you create an invoice, you take the customer,
00:48and on the lines, you take the products, items, etc.
00:54If there are services, then services, if there are items, then items.
00:58And after taking it in this way, you can also check other tabs,
01:02such as the details of the invoice, shipping and billing details.
01:08And lastly, tax information, foreign trade and tax information.
01:14So foreign trade and tax information, now this is a transaction of the Indian national level,
01:19so foreign trade is not being used in this.
01:21Whatever information you put in the tax information, you will see it here, the rest is blank.
01:28So as you can see, the bill to state is HR and the location state is DL, Delhi.
01:35And nature of supply is B2C.
01:40So business to customer, and you can understand this direct sale concept.
01:46And it is for an unregistered person, that is, you have sold to a customer.
01:53So these are the things.
01:56After checking so much, now we have to see how QR code is generated when we make a normal invoice.
02:05You have to fill all the information and what you have to do, there is an option here,
02:10generate QR code, you have to click on it.
02:15You have to click on the invoice button tab.
02:19And after that, if it is generated, it will come.
02:23And the information that is coming here, specifies the function through which QR code will be generated for B2C transaction.
02:32Click.
02:33This message was received that it has been generated.
02:35If you want to check the show details, you can check.
02:38OK.
02:40You have to scroll down, you will see the QR code.
02:45So when this QR code is generated.
02:49What are the setup requirements to generate this QR code, without which it will not be generated?
02:57You will have to put a balance account in this invoice.
03:00Balance account and that should also be a bank.
03:03So we can check that with personalization, can we put a balance account?
03:10So balance account.
03:12So I am telling you the requirement of the setup that there should be a balance account.
03:18Processing is going on.
03:20As I want a balance account here.
03:24If I am not getting a balance account, then we can also check by designing.
03:29So if you are getting a design option, then activate the option here, in which you will get a balance account.
03:36So if you activate the balance account, you will get a balance account.
03:39So if you are getting a design option, then activate the option here, in which you will get a balance account.
03:46So if you activate the balance account, then you can put a bank account in the balance account.
03:53So put a balance account, bank account like this.
03:58And if you are not getting it on the screen like this.
04:02Then you can do one more thing.
04:04So what you have to do is that your customer, like this is my customer.
04:10I have to go inside this customer.
04:13Click.
04:16You go inside this customer card.
04:18This is the second style, if you do not get a balance account field in personalization or design.
04:24So open the customer card, the customer you have used, which is unregistered.
04:29And scroll down the card.
04:31And while scrolling down, you have to come to the payment tab.
04:35Check in the payment tab.
04:37There will be a payment method code here.
04:40Now make it editable.
04:43Here you have to choose a bank.
04:48So in this way, you can choose the payment method code, which is UPI, card, bank, whatever you want to choose.
04:56Choose the online digital electronic payment.
05:00And after choosing the bank, you also have to check if there is a bank in it or not.
05:06Now, like the payment method is a bank.
05:09Balance account type, see we were not getting it there, we got it here.
05:13Specify the type of account that the balancing entry is posted to such a bank for a cash ticket.
05:19So you have to take this balance account type, you get two types, GL and bank.
05:24You have to take a bank, choose a bank account because you have to make a UPI payment.
05:29And you have to choose the bank which is your company bank account, in which you will receive payment from the customer.
05:37After doing all these things in this way, this is your setup.
05:42What did you do in the customer card?
05:45You have decided the bank payment that whenever we receive the payment, how will we receive it?
05:50Second, we have to check the shipping location on this invoice.
05:57Now we are back on the sale invoice, on the posted sale invoice.
06:01We had posted the invoice.
06:03Now scroll down a little and check which is the shipping location.
06:09So if you look at the shipping location, I am getting the shipping location.
06:20Ship to shipping location.
06:24And if the location is not visible here, then it is possible that the location will be visible in this tab.
06:31So look, in this tab, where the invoice detail is posted, the company bank account code is visible.
06:37I have posted this in the customer card.
06:40So you will see this in the invoice tab.
06:43Company bank account code.
06:45Specify the bank account to use for bank information when the document is printed.
06:51This is also for billing and will also work for your UPI.
06:55Plus we were looking for the location.
06:57So sometimes the shipping location code is also found in the invoicing tab.
07:01So this is your location code.
07:03Specify the code for the location from which the items were shipped.
07:08Now this is like a DL location.
07:09You have to go inside this.
07:13There is a setup inside this location card.
07:17You have to check that setup.
07:19You will see these three dots.
07:21So you have to show it.
07:23And you have to go inside the voucher setup.
07:25And click inside this.
07:27You will get this setup.
07:29Okay.
07:30And before this setup,
07:34like when you go to this, show the rest voucher setup.
07:42Inside this, now because we are receiving the bank, right?
07:46So while receiving the bank, you have to follow the direction of the voucher received by the bank.
07:55So like the voucher received by the bank.
07:57There is a number series.
07:58There is a mode.
08:00How that direction will go.
08:02So when you are following this line,
08:07while following this line,
08:09you click anywhere while following this line.
08:13And click once on the debit account.
08:15Specifies the account type and account number for debit transaction.
08:20Which code you are going to apply for the account,
08:24which bank account number you are going to apply,
08:26the system is trying to find out that.
08:29Now look, there is a bank account here, right?
08:32Here is your bank number.
08:34Because to get the bank receipt,
08:36normally when we set up a simple bank receipt voucher,
08:39while relating to the bank receipt voucher,
08:43so what do we do?
08:45We define this setup.
08:48But to generate UPI code,
08:51to generate UPI code,
08:53how can you call this functionality on the location card?
08:57For that,
08:59an option has been given at this particular place,
09:02for UPI payment.
09:04So for UPI payment,
09:06specifies the UPI ID,
09:08should have a value in bank account.
09:11Okay.
09:13So if you forgot to enter UPI ID in the bank account,
09:17then you will have to check that too.
09:18You can go directly from here too.
09:21Now you have to check,
09:23my bank account card,
09:25does it have UPI ID?
09:27So now you have to scroll down and see,
09:30where is the field of UPI ID?
09:33So this is the field of UPI ID.
09:38So you
09:40testupi
09:43at ybl
09:45you can also put such a code.
09:48You check for testing.
09:51So for testing,
09:53this UPI ID,
09:55specifies UPI ID for bank account.
09:58This should be for posting.
10:00Only then you can generate UPI transactions and QR code.
10:05So we will come back.
10:07Now here too you have to tick for UPI payment.
10:10One was saying that UPI ID should be in the bank account.
10:14UPI ID should have a value.
10:15Now it's done.
10:17Now you have to activate it for UPI payments.
10:20Tick it.
10:22Now after you tick it,
10:24let's say your work is done.
10:26Complete.
10:28You have done all the setup.
10:30Now come back.
10:32Now you have to simply
10:34create an invoice.
10:36You have to post the invoice.
10:38And after that,
10:40the GST should be calculated in that invoice.
10:42And that invoice should be for an unregistered customer.
10:46This information
10:48you have to keep in mind.
10:50And after that you have to scroll down.
10:52And if you
10:54after doing all this setup,
10:56you don't remember whether you created it or not.
10:59So first you scroll down and see.
11:01QR code starts to appear after being activated once.
11:05But suppose it is not activated.
11:07So you click on it once.
11:09So you will get the information.
11:10QR code for invoice number 103224
11:13is already being generated.
11:15OK.
11:17And you have to scroll down.
11:19You will get the QR code.
11:21So in this way,
11:23in a posted invoice,
11:25you can create a QR code.
11:27But to create this QR code,
11:29there are some setups
11:31that you have to do.
11:33So do all those setups.
11:35And after setting up,
11:37you can generate this QR code.
11:38And when you scan it,
11:40it will take you directly to your payment gateway.
11:43It will be linked to UPI.
11:45Like you normally pay on Paytm or Google Pay.
11:48When you scan a bill,
11:51a payment gateway appears on your screen.
11:56To pay this amount.
11:58So the bill amount is 90179.60.
12:01It will appear on your screen.
12:03But I will blur it.
12:05So you won't see it now.
12:06Because I have put some bank account settings on it.
12:10So my UPI is showing there.
12:12In the beginning,
12:14I had put my UPI ID for testing.
12:16For the SBI.
12:18So you test it.
12:20Through your UPI code.
12:22Or the test code I have just put on the screen.
12:24While making this video,
12:26you can test it.
12:28It will also be yours.
12:30So understand it well.
12:33And practice.
12:34Or you can define it directly.
12:37And test it.
12:39Thanks for watching.
13:04Thanks for watching.
13:34Thanks for watching.
13:36Thanks for watching.
13:38Thanks for watching.
13:40Thanks for watching.
13:42Thanks for watching.
13:44Thanks for watching.