Confirm UPI payments
When a client enters a UTR, the invoice shows confirm payment and you get an email: "Confirm UPI payment".
- Check your bank or UPI app for a credit with that amount and UTR.
- Tap the button in the email. It opens a page with the amount, client and UTR. No sign-in needed.
- Press Yes, I received it. The invoice is marked paid and the client gets a receipt.
If you can't find the money, press Not received. The invoice reopens and the client is asked to pay again or reply with a screenshot.
You can also confirm from Home → Needs you, or from the invoice page. To skip checking one by one, upload your bank statement: Bank statement matching.
Related
- What your client sees and how they pay
- Record a bank transfer, cheque, cash or TDS
- Reminders and chasing late payments
Still stuck? Email [email protected] and a person will reply.
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