Collect payments with links and UPI
The gap between "the customer has paid" and "the receipt is against the right invoice" is where most receivables confusion lives. A payment link closes it: the money arrives knowing which invoice it belongs to.
- Sent with
- Invoice, on WhatsApp · 14 Apr
- Paid
- UPI · 16 Apr 10:42
- Settled against
- INV-0144 in full
- Receipt
- RCT-0092 · issued automatically
What payment collection does
A link with the invoice
Sent alongside the document on WhatsApp or email, so paying is one tap rather than a bank transfer somebody has to describe afterwards.
UPI, cards and transfers
Whatever your customer prefers, through your payment provider, with the reference carried through.
Settles against the right bill
The payment knows which invoice it was raised for, so the receipt applies itself and the ageing is right immediately.
Receipts issued automatically
Rather than being typed up the following week from a bank statement line nobody can interpret.
Part payments handled
A partial payment settles what it covers and leaves the balance open, rather than sitting as an unallocated credit.
Reminders carry the link
An overdue reminder that includes the payment link converts considerably better than one that does not.
How it works
- Connect your payment provider. The account is yours; money goes to your bank, not through us.
- Send the link with the invoice. On WhatsApp, email or both.
- The customer pays. By UPI, card or transfer, whichever they prefer.
- The receipt settles itself. Against the invoice the link was raised for, with the ageing updated at once.
Payment questions
Does the money go through tBiz?
No. Your payment provider account is yours and settlement goes to your bank. tBiz raises the link and records the receipt when payment is confirmed.
What happens with a part payment?
It settles what it covers against that invoice and leaves the balance open, rather than sitting as an unallocated credit somebody has to apply later.
Can I include a payment link in an overdue reminder?
Yes, and it makes a measurable difference — a reminder that requires the customer to go and find their banking app converts far less well than one they can act on immediately.
Do I still need bank reconciliation?
Yes. Payment links cover collections from customers; bank charges, direct debits and everything else still have to be reconciled against the statement.
Related
Stop chasing transfer screenshots
Start free and send an invoice with a link that settles itself.