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Auto Receipt Entry from Sales Voucher automatically creates a receipt entry against the selected sales voucher. Save time, reduce manual entries, and maintain accurate customer payment records in TallyPrime.
A customized TallyPrime module to capture and track payment settlement details at the time of billing. Record whether a transaction is settled through Cash, UPI, Card or Credit and generate clear settlement-wise reports.
Discuss Your RequirementClearly identify how every transaction was settled and keep payment information organized.
CashTrack transactions settled through cash. |
UPIRecord UPI-based payment settlements. |
CardTrack payments received through cards. |
CreditIdentify transactions settled on credit. |
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Settlement Type Select Cash, UPI, Card or Credit against the transaction. |
Settlement Amount Capture the amount settled through the selected payment mode. |
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Payment Reference Maintain relevant reference details for UPI or card transactions. |
Settlement Date Track the date on which the settlement was recorded. |
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Multiple Payment Modes Support customized workflows where a transaction involves more than one payment mode. |
Settlement-Wise Reports Analyse transactions according to the selected settlement method. |
01. Create VoucherEnter the sales or relevant transaction in TallyPrime. |
02. Select ModeSelect Cash, UPI, Card or Credit. |
03. Record DetailsCapture settlement amount and applicable reference details. |
04. AnalyseView settlement-wise transactions and reports. |
| Settlement Mode | Details to Track | Business Use |
|---|---|---|
| Cash | Cash Amount | Cash Collection Tracking |
| UPI | Amount & Reference | Digital Payment Tracking |
| Card | Amount & Reference | Card Collection Tracking |
| Credit | Credit Amount & Customer | Outstanding Tracking |
Clear Settlement TrackingKnow exactly how each transaction was settled. |
Better ReconciliationOrganize payment information for easier reconciliation. |
Easy ReportingAnalyse collections by payment settlement mode. |
Customized WorkflowConfigure settlement tracking according to your business. |
Track Cash, UPI, Card & Credit settlements with a customized TDL built around your workflow.
Get Your Custom TDL
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