An invoice with a UPI QR code your client can pay in one scan

The scan-to-pay QR code

Write your UPI ID in the payment details of a rupee invoice, for example “UPI ID: yourname@okhdfcbank”, and a QR code prints under the payment table, on the preview and in the PDF. It holds a standard UPI payment link with your UPI ID, the name on your account, the invoice total and the invoice number as the payment note, so any UPI app (Google Pay, PhonePe, Paytm, BHIM or a bank app) can open it.

The name in the code comes from a “Name on UPI” line if you add one, otherwise from your business name. Quotations and receipts do not get a code, because neither asks for payment. If you would rather not print it, switch “UPI QR code” off under Customise, above the preview.

Putting UPI details on the invoice

In the generator, open “Add notes” and use the payment instructions field. Write one detail per line as “Label: value”. Each such line prints as a row in a small table on the invoice and on the share page, in the order you wrote it.

• UPI ID: yourname@bank
• Name on UPI: Your Name (as the app will show it)
• Account name: Your Name
• Account number: 0000 0000 0000
• IFSC: ABCD0123456
• Bank: Bank name, branch

What to write so the payment is right

A line without a colon, or with a web address in it, prints as an ordinary sentence, so “Please add the invoice number to the payment note” stays a sentence. Keep labels short, up to 28 characters.

Ask for the invoice number in the UPI remark. Most apps have a note field; a client who writes “INV-0032” in it saves both of you a reconciliation later. If part of the amount has already been paid, show it as a discount with a note and let the total be the balance. And say what to do after paying: “Reply with the UPI reference and I will send a receipt”.

Bank transfer as the second option

UPI has daily and per-transaction limits set by the bank and the app, so a larger invoice may need NEFT, RTGS or IMPS. Put the account number and IFSC in the same table under the UPI ID. The client then has both, and the invoice does not need re-sending when the amount is over their limit.

What Invoira does not do

It does not collect the payment, take a fee, or confirm that the money arrived; the QR code sends the client’s app straight to your UPI ID. When a payment lands you record it yourself inside an account, with the date, the method (“UPI”) and the reference from the client’s screenshot; the record is labelled as manually recorded. Invoira never touches the money.

The rest of the invoice

Pick INR and amounts print as ₹1,00,000.00, with the total also written out in words under the totals. If you are registered for GST, set the tax label and rate; the GST invoice format page covers the fields. Give the invoice a number and a due date. Download the PDF, or with a free account send a share link the client can open on a phone and read the payment table from.

A worked example

Questions

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