This guide is in English for now. The tool itself works in your language.
How to send a customer their statement with a pay button
Instead of typing out amounts, send a link. The customer sees what they owe, which bills are open and the latest entries, and can pay by UPI from the same page.
Step by step
- Open the customer in the App. In the App open Parties, tap the customer, then Send statement link. Or open Share and choose Statement and pay.
- Pick the customer. The list shows customers who owe you, largest first. Tick Also show customers who owe nothing to see all.
- Tick what goes in. Open bills, latest entries, your phone number and UPI ID. Only what you tick is put in the link.
- Choose how long it is shown. After the end date the page says it has ended, so an old amount is not paid by mistake. Add a passcode if you do not want anyone else who sees the link to read it.
- Press Make the link. You see what the customer will see. Use Share on WhatsApp, copy the link, or download the file.
Worked example
Gupta Traders owes ₹1,100: bill INV/1 has ₹600 left after a ₹400 part payment, INV/2 is ₹500. You send the link on WhatsApp. They open it, see ₹1,100, check that the name shown is your shop and your UPI ID, and press Pay ₹1,100.00 with UPI.
Remember the limits: there is no server, so what you send is a snapshot of the day you made it. Whoever has the link can read it unless you add a passcode. See the snapshot format for sizes.
What the pay button does
It opens the customer's own UPI app with your UPI ID and the amount filled in. The money goes straight to you. Nivesh Sahayak never touches it and cannot tell whether they paid. When the money arrives, record it in the App under Money in as usual. The customer page warns them to check that the name in their UPI app matches before they pay.
Common mistakes and how to fix them
- Sending an old link after a payment. The page does not change. Make a new link when the numbers change.
- Sending a very long statement. A link above about 1,800 characters may be cut by some chat apps. Lower the number of entries, or send the file.
Questions
Can the customer see other customers?
No. A snapshot holds one customer's statement.
Where is the data kept?
Inside the link itself, after the # sign. It is not sent to any server.