Payments & collections
New in v0.20: collect from customers into your own gateway account and bank: payment links on invoices, society bills, online orders and advances; your own UPI QR with approval; and gateway settlements. Bebaak never holds the money. Gateway connections have been tested in test mode, not yet with live payments.
Finding your way around
- Settings → Payments; Payments → Payment links, Approve UPI payments, Settlements.
5 step-by-step guides
How to connect your payment gateway and UPI QR
New in v0.20: connect your own Razorpay, Cashfree, PayU, PhonePe PG or Stripe account, and add your own UPI ID or QR.
How to create payment links
New in v0.20: request payment for invoices, society bills, online orders and advances: create and email a link, allow part payments, follow the status and gateway charges, or cancel.
How to approve UPI payments
New in v0.20: payers who paid your UPI QR enter the UTR and amount; an authorised person checks the bank and confirms or rejects. Duplicate UTRs are refused.
What your customer sees when paying
New in v0.20: the payer's page: the amount due, Pay now through your gateway, or your UPI QR with a form for the UTR.
How to reconcile gateway settlements
New in v0.20: import the gateway's settlement report (CSV) or fetch it from Razorpay, match each payout to the bank credit, and post the payout journal with charges not known at payment time.
Can't find it?
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