TallyPrime 7.1 allows businesses to generate a payment QR code and include it on sales invoices. Customers receiving the invoice can scan the QR code using a compatible UPI payment application and make payment without the business having to separately send its UPI ID or bank details.

This feature is part of Payment Request in TallyPrime.

TallyPrime supports generating payment requests using a Payment Gateway or UPI. For businesses primarily receiving payments through UPI, a UPI-based Merchant Profile can be configured and used to generate QR codes.

This is particularly useful for businesses that regularly send invoices as PDFs or printed documents and want to provide customers with a convenient Scan & Pay option.

What Is a Payment QR Code in TallyPrime?

A payment QR code is a machine-readable QR code containing payment-related information.

Instead of asking the customer to manually enter your UPI ID, payment reference and other information, you can provide a QR code on the invoice.

The customer can:

1. Open a compatible UPI application.
2. Select the QR scanning option.
3. Scan the QR code printed on the TallyPrime invoice.
4. Verify the payment information.
5. Authorise the payment.

This can make invoice payment considerably easier and can also reduce errors caused by customers manually entering payment details.

Payment QR Code vs e-Invoice QR Code – Important Difference

This distinction is extremely important.

TallyPrime may display different types of QR codes depending on the features being used.

1. Payment QR Code

A Payment QR Code is intended for collecting money from your customer.

The customer scans it through a compatible UPI/payment application to initiate payment.

This article primarily explains this type of QR code.

2. GST e-Invoice QR Code

The QR code generated as part of India's GST e-Invoice system is different.

The e-Invoice QR code is associated with the Invoice Registration Number (IRN) and information authenticated by the Invoice Registration Portal (IRP).

It is primarily meant for invoice authentication/compliance purposes.

An e-Invoice QR code should therefore not be confused with a UPI payment QR code.

If you want customers to scan the invoice and pay you, you need the Payment Request/UPI QR Code functionality.

Part 1 – Enable Payment Request in TallyPrime

Before generating a UPI QR code, enable the Payment Request feature.

Open the required company in TallyPrime.

Press:

F11 – Features

If necessary, enable:

Show more features → Yes

Locate:

Enable Payment Request to share payment link/QR code

Set it to:

Yes

TallyPrime will then allow you to configure the Merchant Profile required for generating payment requests.

Part 2 – Create the Merchant Profile

The Merchant Profile tells TallyPrime which payment method/account should be used when generating a payment request.

During configuration, select the appropriate payment method.

For a UPI payment QR code, configure the profile using UPI.

Enter the information requested by TallyPrime for the selected payment method.

Carefully verify the payment information before saving the profile.

This is extremely important because customers will be making payments using the QR codes generated through this profile.

Verify Your UPI Information

Before issuing invoices to customers, verify:

• UPI ID
• Merchant/business information
• Payment account
• Beneficiary/business name displayed by the UPI app

Do not assume that a QR code is correct simply because it was successfully generated.

Generate a test QR code and scan it from another device.

Check the beneficiary information shown by the UPI application before making any payment.

Part 3 – Automatically Generate QR Code After Saving a Sales Voucher

If you want TallyPrime to prompt you to generate a payment QR code whenever you save an invoice, configure the Sales voucher type.

Go to:

Alt+G (Go To)

Select:

Create/Alter

Then select:

Voucher Type

Open the required Sales voucher type.

Locate:

Generate payment link/QR code after saving voucher

Set:

Yes

Press:

Ctrl+A

to save the voucher type.

Now TallyPrime can prompt for payment request generation while you record sales invoices.

Part 4 – Create a Sales Invoice

Record your Sales invoice normally.

For example:

Party A/c Name: ABC Enterprises
Invoice No.: INV-125
Invoice Amount: ₹11,800

Enter the required:

• Stock items/services
• Quantity
• Rate
• GST ledgers
• Other charges
• Narration

After completing the invoice, press:

Ctrl+A

to save it.

If payment request generation is enabled for the voucher type, TallyPrime will allow you to proceed with generating the payment request/QR code.

Part 5 – Generate the UPI QR Code

In the payment request screen, select your required UPI Merchant Profile.

TallyPrime can use the invoice information for generating the payment request.

Reference Number

By default, TallyPrime can prefill the Invoice Number as the Reference Number.

Depending on the transaction, other references may also be available.

For example:

Reference No.: INV-125

Using the invoice number as the payment reference can make payment reconciliation easier.

Amount

Specify the amount you want the customer to pay.

For example:

₹11,800

This may normally correspond with the invoice amount, although the requested amount can be changed where appropriate.

Remarks

You can enter a suitable payment-related remark.

For UPI-based requests, avoid unsupported special characters in the remarks. Tally specifically notes that characters such as:

& # /

should not be used because UPI payment service providers may not accept them.

After confirming the details, press:

Ctrl+A

TallyPrime generates the QR code and associates the QR information with the transaction.

Part 6 – Print the QR Code on the Sales Invoice

Generating a QR code and printing it are separate steps.

Open the required Sales invoice.

Press:

Ctrl+P – Print Current

Then press:

C – Configure

Find the section:

Payment Request Details

Locate:

Method of Payment Request

Depending on the payment method, TallyPrime can provide options such as:

• Link
• QR Code
• Link & QR Code

For a UPI-based payment request, select:

QR Code

Save the configuration.

You can then use:

I – Preview

to check the invoice before printing.

Make sure that the QR code is clearly visible.

Then press:

P – Print

to print the invoice.

Part 7 – Export an Invoice as PDF with QR Code

You don't necessarily have to print the invoice on paper.

A QR-enabled invoice can also be shared electronically.

Open the required invoice and use:

Ctrl+E – Export

Configure the export as required.

Choose:

PDF (Read-only document)

Under:

Payment Request Details

set:

Method of Payment Request → QR Code

Export the invoice.

Open the resulting PDF and verify that the QR code is visible.

You can then send the PDF invoice to the customer through your normal communication channel.

Why PDF Is Useful

PDF invoices are particularly useful because they preserve the invoice layout and QR code.

Customers can:

• Open the invoice on a computer and scan the QR with their mobile phone.
• Print the invoice and scan it later.
• Store the invoice for accounting records.
• Forward it to their accounts department.

For businesses serving remote customers, this can simplify payment collection significantly.

Part 8 – View an Existing QR Code in TallyPrime

After a QR code has been generated for a transaction, TallyPrime stores the related details with that transaction.

Open the required voucher.

Use:

Ctrl+O – Related Reports

Then select:

Payment Link/QR Code

For a UPI payment request, TallyPrime displays the QR Code Details screen.

This can be useful when you need to verify whether a payment request was already generated for an invoice.

Part 9 – Generate QR Code After Creating the Invoice

You do not necessarily have to generate a payment QR code immediately when the invoice is created.

Businesses that do not want a payment prompt after every invoice can keep:

Generate payment link/QR code after saving voucher → No

You can then generate the payment request later when required.

This can be useful if:

• Only selected customers pay through UPI.
• Some customers pay by NEFT/RTGS.
• Some invoices are settled against advances.
• Payment requests are handled by the accounts department later.
• You don't want a QR generation prompt after every Sales voucher.

Part 10 – Generate Payment QR Code from Other Areas

TallyPrime's Payment Request functionality is not limited to creating a QR code while entering a Sales voucher.

Payment requests can also be generated from relevant reports such as:

• Day Book
• Ledger Voucher
• Ledger Outstandings

TallyPrime also provides the option to access payment request generation through:

Alt+Z – Exchange → Generate Payment Link/QR Code

This can be useful when the invoice has already been created and the accounts team wants to request payment later.

Part 11 – QR Code on Outstanding/Reminder Documents

One particularly useful application of the Payment Request feature is payment follow-up.

A business can provide payment information on documents relating to outstanding balances.

For example, you may send a customer a reminder for unpaid invoices and include a payment QR code.

Instead of the customer having to:

1. Find your bank details.
2. Add you as a beneficiary.
3. Enter account information.
4. Enter the payment amount.

the QR code provides a more convenient payment route.

TallyPrime can also include payment request information while printing relevant Ledger Outstandings/Reminder Letters, depending on the configuration and payment method.

Recommended Configuration for Most Small Businesses

For businesses that primarily receive payments through UPI, a practical configuration is:

Payment Request: Enabled
Merchant Profile: UPI
Sales Voucher Payment Request: Enabled
Reference Number: Invoice Number
Payment Amount: Invoice Amount
Print Method: QR Code
Invoice Output: PDF + printed invoice where required

This provides a straightforward workflow:

Create Invoice → Generate QR → Print/Export Invoice → Customer Scans QR → Customer Pays

Example

Suppose you issue the following invoice:

Invoice: BISON/2026-27/0152
Customer: XYZ Technologies
Invoice Value: ₹23,600

When the Sales voucher is saved, TallyPrime generates a UPI QR code using the selected Merchant Profile and payment request details.

The invoice can then contain a QR code.

The customer receives the invoice, scans the QR and verifies the payment information in the UPI app before approving the transaction.

The reference information associated with the payment request can also help the business identify the related invoice.

Security Recommendations

A payment QR code directly affects where your customers send money. Treat its configuration as financial information.

1. Verify the UPI ID

Make sure the configured UPI ID belongs to the correct business/account.

2. Perform a Test Transaction

Before sending QR-enabled invoices to customers, generate a test invoice and scan the QR.

Verify the beneficiary displayed by the payment application.

3. Restrict Configuration Access

Do not allow every Tally user to modify Merchant Profile/payment information.

Only authorised accounting or administrative users should be allowed to change payment-related settings.

4. Recheck After Banking Changes

If you change your bank, UPI ID, merchant account or payment provider, review the Merchant Profile before issuing further invoices.

5. Verify Before Payment

Customers should always check the beneficiary/business information displayed in their UPI application before approving a transaction.

Troubleshooting – QR Code Is Not Showing on the Invoice

If the payment QR code does not appear, check the following.

Check 1 – Payment Request Feature

Press:

F11

Confirm:

Enable Payment Request to share payment link/QR code → Yes

Check 2 – Merchant Profile

Verify that a valid UPI Merchant Profile has been configured.

Check 3 – Voucher Configuration

Open:

Alt+G → Create/Alter → Voucher Type → Sales

Check:

Generate payment link/QR code after saving voucher → Yes

if you want QR generation to be prompted when the voucher is saved.

Check 4 – Was the QR Actually Generated?

A print setting alone does not create the transaction's payment QR.

Make sure a payment request/QR code has been generated for the invoice.

Check 5 – Print Configuration

Open the invoice:

Ctrl+P → C (Configure)

Under Payment Request Details check:

Method of Payment Request → QR Code

Check 6 – Preview the Invoice

Use:

I – Preview

Check whether the QR code appears before printing.

Check 7 – Test the QR

Scan it with a compatible UPI app.

Always verify the beneficiary and amount displayed before approving a test payment.

Advantages of Adding a Payment QR Code to TallyPrime Invoices

Faster Payments

The customer can initiate payment directly from the invoice.

Fewer Manual Errors

Customers do not need to manually type a long bank account number, IFSC or UPI ID for every payment.

Better Customer Convenience

Scan-and-pay is familiar to most UPI users in India.

Professional Invoice Presentation

Providing an integrated digital payment method can make invoices more convenient for customers.

Useful for PDF Invoices

QR codes are particularly effective when invoices are sent as PDFs and viewed on a desktop/laptop while payment is made from a mobile phone.

Useful for Outstanding Collection

Payment QR codes can also be helpful when following up on unpaid invoices and outstanding balances.

Frequently Asked Questions (FAQ)

1. Can I add a payment QR code to an invoice in TallyPrime 7.1?

Yes. TallyPrime's Payment Request functionality can generate payment links/QR codes using supported payment methods, including UPI.

2. Do I need TDL to add a UPI QR code?

For TallyPrime's built-in Payment Request functionality, you do not need a custom TDL merely to generate the supported payment QR code.

3. Where do I enable Payment Request?

Press F11, show more features if required, and enable Payment Request to share payment link/QR code.

4. What is a Merchant Profile?

A Merchant Profile stores the payment method/account information TallyPrime uses when generating payment requests.

5. Can I use UPI?

Yes. UPI can be used for QR-based payment requests in TallyPrime.

6. Can the invoice number be used as a reference?

Yes. TallyPrime can prefill the Invoice Number as the Reference Number when generating the payment request.

7. Can the invoice amount be included in the payment request?

TallyPrime allows the amount to be specified when generating the QR code/payment request.

8. Can I change the requested payment amount?

Yes, the amount can be updated where appropriate before generating the payment request.

9. Can I print the QR code on the invoice?

Yes.

Open the invoice and use:

Ctrl+P → C (Configure) → Payment Request Details → Method of Payment Request → QR Code

10. Can I export an invoice with the QR code as PDF?

Yes. Configure Payment Request Details while exporting and select QR Code as required.

11. Can I email a QR-enabled invoice?

Yes. TallyPrime supports e-mailing invoices/reports with payment request information when appropriately configured.

12. Is the UPI payment QR the same as the GST e-Invoice QR?

No.

The payment QR is intended for payment collection.

The e-Invoice QR is associated with the GST e-Invoice/IRN system.

They serve different purposes.

13. Why is my e-Invoice QR not accepting payment?

Because the GST e-Invoice QR code should not be assumed to be a UPI payment QR code. Configure the Payment Request/UPI QR functionality if you want customers to scan a QR for payment.

14. Why is the QR code not appearing on my printed invoice?

Check that Payment Request is enabled, a Merchant Profile is configured, a QR/payment request has been generated for the transaction, and Method of Payment Request is set to QR Code in Print Configuration.

15. Can I generate a QR after the invoice has already been created?

Yes. TallyPrime provides options to generate payment requests after recording transactions and from relevant reports.

16. Can I generate payment requests from the Day Book?

Yes, TallyPrime supports generating payment requests from relevant reports including the Day Book.

17. Can I generate a QR from Ledger Outstandings?

Yes, payment request functionality can also be used with relevant outstanding/ledger reports.

18. Can a QR code be included on a payment reminder?

TallyPrime supports payment request information with relevant Ledger Outstandings/Reminder Letter printing workflows.

19. Can I use both a payment link and QR code?

Depending on the selected payment method and configuration, TallyPrime provides options such as Link, QR Code, and Link & QR Code. For UPI-based payment requests, Tally recommends using QR Code.

20. What should I do before sending QR-enabled invoices to customers?

Generate a test invoice, scan the QR code yourself, and verify the beneficiary/payment information shown by the UPI application.

21. Can every Tally user modify the payment QR details?

Access to payment configuration should be restricted according to your company's user/security requirements. Payment details should ideally be controlled by authorised users.

22. What happens if my UPI ID changes?

Update and verify your Merchant Profile before generating new payment requests.

23. Can I use special characters in UPI payment remarks?

Avoid unsupported special characters. Tally specifically advises that characters such as &, # and / should not be used in UPI-based payment remarks.

24. Is internet connectivity required?

Internet connectivity may be required for functions involving online payment services/payment gateways. Requirements can vary according to the selected payment method.

25. What is the easiest way to confirm that the setup is correct?

Create a small test Sales invoice, generate the QR code, preview/export the invoice, scan the QR from another device and verify the beneficiary, reference and amount before using the configuration for customer invoices.

Conclusion

The Payment Request feature in TallyPrime 7.1 provides businesses with a convenient way to add digital payment functionality to their normal invoicing workflow.

For UPI collections, the typical process is:

Enable Payment Request → Configure UPI Merchant Profile → Enable QR generation for Sales Voucher → Create Invoice → Generate QR Code → Configure QR Code in Print/Export → Preview → Send Invoice to Customer

The most important point is to distinguish a UPI Payment QR Code from the GST e-Invoice QR Code. The UPI QR is intended to facilitate customer payment, whereas the GST e-Invoice QR serves an invoice authentication/compliance purpose.

Before implementing QR-based payment collection for all invoices, businesses should generate a test invoice, scan the QR code, and verify the beneficiary and payment information carefully.

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