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.
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13:44Thanks for watching.
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