Record Payments — Cash, UPI, Card, Online
Every payment mode Indian customers actually use
Mark invoices paid by Cash, UPI, Card, or Online — including reference numbers. Multiple payment modes can be combined on a single invoice (a real-world need for retail).
Invoice #GST-2023-001
Generated 2 mins ago
Billed To
Tech Solutions Ltd
GSTIN: 29ABCDE1234F1Z5
What do you get out of it?
However the money arrived — cash in the drawer, a UPI ping, a bank transfer, a card, or an online payment against the bill — it lands on the invoice it belongs to. Reconciling stops being a matching exercise at the end of the month.
How does it work?
- 1
Every payment names its mode
Cash, UPI, bank transfer or card is recorded with the amount, so a day's takings can be read by how the money came in rather than as one figure.
- 2
A reference field for the ones that need it
Bank transfers and cheques carry their reference, which is the difference between a disagreement and a five-second answer.
- 3
Attached to the invoice, not floating
Payments belong to a bill and a customer, so an incoming transfer is already matched instead of arriving as an unexplained credit.
- 4
Online payments land by themselves
Where a customer pays through the link on their invoice, confirmation comes back automatically and the bill and their balance both move without anyone keying it in.
What situations does it handle?
Cash and UPI on one sale
Record both against the bill. Two payments, one invoice, and a total that matches what actually happened.
A transfer covering several bills
Record the portion against each invoice with the same bank reference, so the transfer is traceable from both sides.
Payment received before the goods go out
Record it when it lands. The invoice carries the credit and the balance reflects it from that moment.
Loyalty points used at the counter
Points tender as a payment of their own on the bill, so the invoice adds up and the source of every rupee stays visible.
How do you get more out of it?
- Record UPI payments as they come in rather than trusting the phone's notification history at closing time.
- Use the note for anything unusual — who handed over the cash, which account a transfer came from. It costs a second now and answers a question in three months.
- Read takings by mode weekly. The cash-to-digital ratio tells you more about your customers than the total does.
Common questions
What payment methods can I record?
Cash, UPI, bank transfer and card are all recorded against the invoice with the amount and date, plus a reference field for bank transactions and cheques and a free note for anything else worth remembering.
Do online payments get recorded automatically?
Yes. When a customer pays through the link on their invoice, confirmation returns automatically and both the bill's status and the customer's outstanding balance update without anyone entering it by hand.
How do I match a bank transfer to the right bill?
Record the payment against the invoice with its reference number. Because payments belong to a bill and a customer, the transfer is matched as it is entered rather than reconciled later.
Included free in every plan
Record Payments — Cash, UPI, Card, Online isn't an upgrade or paid add-on. It sits inside Wiseventory alongside GST billing, inventory, POS, GSTR-1 filing and the rest. One simple price for everything.
Free tools you can use right now
No signup, no watermark — they run in your browser.