How to Access Four Square Payments in India: A User's Guide to Accepting, Tracking and Reconciling Payments in Tally Software

At PayU, we are committed to innovating products that seamlessly integrate with an organisation's existing products/processes to address their payment needs. This time, we worked with our five-star certified Tally partner, Scaleup Anchors, to develop a solution that allows Tally users to accept, track and reconcile payments directly within the Tally software. Tally users can now email or text customers a payment link for their bills and track the status of those payments in real time. We are proud to announce that this is the first solution to accept digital payments within Tally.

The following is a step-by-step guide on how to collect, track and reconcile payments in the Tally software. This guide consists of the following three sections:

1. Deployment and activation of PayU in Tally

2. Send payment link in Tally invoice

3. Tracking and reconciliation of payments

**1. How to deploy and activate PayU in Tally**

Step 1: Download the PayU patch from [https://partner.payu.in/tally](https://partner.payu.in/tally).

Step 2: Drag and drop the downloaded PayU patch file into the Tally installation software folder. Do this as follows:

Create a new folder called "TDLCopy" on your desktop, copy the downloaded PayU patch to the TDL folder, and then copy the TDL folder to the Tally installation location.

Step 3: Deploy PayU Patch

Open Tally and click on the "Features" tab in the bottom right corner.

Now, click on "Add Feature".

Under "Enable Online Payment Link" enter "Yes" and accept.

Your PayU patch is now deployed.The PayU Settings button will be visible on the Tally gateway.

Step 4: Activate PayU in Tally

Go to the Tally Gateway and click on the "PayU Settings" tab in the "Utilities" section.

On the PayU settings page, click "Manage Account" to enter the login page.

If you do not have an account with PayU.

Click the "New User" button on the login page.

You will be redirected to the PayU landing page. Click the "Sign up for free" button and select your Tally channel partner. If your partner is not listed, select another option and click Submit.

You will be redirected to PayU's Getting Started page. Follow the simple steps to get started and set up your account right away! Here's a 2-minute video to help you set up your PayU account in minutes.

If you already have a PayU account.

Enter your PayU credentials - User ID, Password and Merchant ID on the login page.Your PayU account has been activated and you can now send payment links in Tally invoices!

Note: OTP login is not available at this time. To reconfirm your PayU credentials, visit your PayU dashboard.

Here's how to find your PayU credentials:

Merchant ID - Click on the "Profile" tab in the top right corner of the PayU dashboard. Under the "General Details" tab, you can find your merchant ID.

**2. How to send payment links in Tally invoices**

Once you have deployed and activated PayU in the Tally software, you can easily collect payments in Tally invoices by sending a payment link.

Step 1: Go to the "Tally Gateway" menu, click on "PayU Settings", and then go to "Open Books".

Step 2: Select a contact from the ledger list.

Step 3: Use the space bar to select the invoice you wish to receive payment for and click the "Send Payment Link" button on the right-hand tab, or use the CTR+C shortcut.

Note - The payment link will be sent to the customer's registered mobile number and email ID, so please make sure you have added the customer's contact details before sending the link. You can re-send the link at any time by going to "Open Book" and triggering "Send Payment Link" again.

If Tally Printing is enabled, a payment link can be triggered with one click when creating a sales ledger. The payment link can be triggered to the customer when creating a print preview. You can disable the link by turning off the print feature in Tally.

Step 4: When the customer receives the link, they have the option to make a partial or full payment. In the case of a partial payment, the customer can always use the same payment link to pay the balance.

Step 5: Customers can click on the payment link and choose to pay through any payment method such as credit card, debit card, net banking, UPI and wallet. Once the payment is successful, the money will be settled to your bank account.

**3. How to track and reconcile payments**

Now that you have sent the payment link, you can follow these simple steps to check the status of all customer payments:

Step 1: Go to the Tally Gateway and click on the "PayU Settings" tab in the "Utilities" section.

Step 2: In the "PayU Settings" box, click "Settlement Report" under the "Settlement" tab.

Step 3: Select the invoice for which you wish to view the payment status and press enter. You will be able to view the partial payment status and the amount settled to your bank account as well as all other details of that invoice on the screen.

After exiting the invoice - the payment status as well as other details will be displayed on your screen.

Note - to refresh the payment status of the link, you need to select and press enter again.

Step 4: To create a receipt for an invoice, go to the Tally Gateway, click on "PayU Settings", click on "Settlement Reports", select the invoice for which you want to generate a receipt. Select the invoice for which you want to generate a receipt and click the "Create Receipt" button on the right Tally Control tab.

Note: You can also generate receipts for partially paid invoices.

If you are facing any difficulty, 请通过[email protected]与我们联系 will be happy to help you. As India's largest payment service provider, PayU is trusted by over 350,000 merchants. Learn more at ......