In the Indian payments space, PayU has always been at the forefront of the industry with its innovation at the core. Following this trend, PayU has launched the industry's first payment solution for Microsoft Excel - PayU Payments plug-in. Now, you can easily collect payments directly in Excel sheets through PayU Payments plugin. :- www.deekpay.com

In the Indian payments space, PayU has always been at the forefront of the industry with its innovation at the core. Following this trend, PayU has launched the industry's first payment solution for Microsoft Excel - PayU Payments plugin. Now, you can easily receive payments directly in Excel sheets through the PayU Payments plugin.

Microsoft Excel has become an integral part of the day-to-day operations of a business, whether it's for simple scheduling or complex accounting, for example:

- schedule

- accounting treatment

- Tracking product sales

- Tracking business sales

- Storage of customer databases

Now, with the PayU Payments plugin, you can also add the daily operation of "collecting payments" in Excel. All this without buying a licence, without setup fees and without any technical integration.

Here are the detailed steps on how to collect payments in Excel using the PayU Payments plugin:

Quick link to this guide:

- request

- How to install PayU Payments plugin

- How to register for PayU Payments

- How to Create and Send Payment Links and Track Payment Status

Please check the following requirements before clicking Install and other simple steps to start sending payment links:

Request:

- Windows 7 and above

- MS Excel 2007 and above

- MS Visual Studio 2010 Tools for Office Runtime and above

- NET Framework 4.5 and above

- Internet connection

- Basic MS Excel knowledge

How to install the PayU Payments plugin:

Before downloading the PayU Payments plugin for free, please check how to install the PayU Payments plugin on Windows 7 and Windows 8 and above.

How to sign up for PayU Payments:

1. When you open Excel for the first time after installation, a pop-up window will prompt you to sign up for PayU. If you are an existing PayUmoney/PayUnow merchant, please enter your business email ID, which is the email address you used when you signed up.

Please note: If you are a new PayU user, you will be directed to become a PayUnow merchant. For more information, please see Subpoint 5.

2. If you have closed the pop-up window, you can find the "PayU Invoices" button in the top right corner of the menu. Click on this button and you will see two clickable buttons (Registration and Help).

Please note that you cannot create a payment link unless you register.

3. Enter the "Business Email ID" in the field provided and click "Send Registration Code".

4. Check your registered email address for the registration code and enter it to verify your account.

5. if you are not an existing PayUmoney/PayUnow merchant:

- Enter your "Business Email ID" in the field provided.

- Enter your "Mobile Number" and "Contact Name". Please note that this name will be used to send a payment link to the customer. For example, if you enter "Happy Travels Ltd", the customer will receive a payment link showing "Happy Travels Ltd" requesting Rs. 2000.

- Enter the "OTP" number you received, which is valid for 5 minutes.

- Now you can start using the PayU Payments plugin.

Please note that in order to transfer customer payments to your bank account, you need to complete the account opening process and verify your bank account by logging into the PayUnow dashboard. Watch this video to learn more about how to associate your bank account with PayUnow to receive customer payments.

How to create and send payment links and track payment status:

1. After registering, click the "PayU Invoices" button in the top menu bar, find a new one and click the button "Create New PayU Invoice".

2. Clicking on this button will result in a new workbook containing two worksheets: "Add Invoice" and "Invoice Status", as well as instructions on how to use them.

Please note: The Invoice Status is a locked screen and you cannot make any changes on this worksheet.

3. Enter one or more customer details, including "Customer Name", "Customer Email", "Customer Mobile Number", "Product/Service Description", "Amount to be charged", and "Set expiry date" (for payment links).

Please note that after all the details have been entered, another command button in the menu will become clickable, i.e. "Send Invoice".

4. Click on the "Send Invoice" button to see the status bar showing that the invoice is being sent.

5. Once the invoice has been sent, you will receive confirmation of the number of invoices sent.

Please note that once the invoice has been sent, the Add Invoice worksheet will become empty and all customer information will be captured in the Invoice Status worksheet.

6. You can view and track the status of payment links directly in the Invoice Status worksheet without logging into the dashboard. This is achieved through two new clickable buttons "Synchronise Status" and "Resend Unpaid Invoices".

7. Click on the "Synchronisation Status" button and a date filter pop-up window will appear. Here you can select the date range for which you wish to update the payment details.

The selected payment link will now refresh its payment status.

Please note that payment links have three statuses: "Paid", "Unpaid" and "Unpaid and Expired". If you receive a "Not Paid and Expired" status, you will need to create a new payment link.

8. Click the "Resend Unpaid Invoices" button to resend the payment link to the unpaid customer.

Indeed, using the PayU plugin is as easy as using Excel. From creating a payment link, sharing the link via email or SMS, to tracking the payment status (paid, unpaid or expired) - all from within your Microsoft Excel.

Simplify the way you accept payments and easily expand your business with the PayU Payments plugin!