At PayU, we believe in innovating products that integrate well with business’ existing products/processes and solve for their payment needs.
This time, we collaborated with Scaleup Anchors, a 5-star certified Tally Partner, to develop a solution that enables Tally users accept, track and reconcile payments right from their Tally software. Tally users will now be able to send payment links against their customers’ invoice via Email or SMS and track the real-time status of these payments. We are proud to share that this is first of its kind solution to accept digital payments within Tally.
Here’s a step by step guide on how to collect, track and reconcile payments in your Tally software. The guide includes the following 3 sections:
- Deploy & Activate PayU in Tally
- Send Payment Links with your Tally invoices
- Track and Reconcile Payments
1. How to Deploy & Activate PayU in Tally
Step 1: Download the PayU Patch from https://partner.payu.in/tally
Step 2: Drag and drop the PayU Patch file in your Tally Installation software folder. Here’s how:
- On your desktop, create a new folder named TDL
- Copy the downloaded PayU patch in TDL folder
- Copy TDL folder to Tally install location
Step 3: Deploy PayU Patch
- Open Tally and click on the “Feature” tab at the bottom right section
- Now, click on “Add on Features”
- Type “Yes” under Enable Online Payment Link & “Accept”
Your PayU Patch is now deployed. PayU setup button will now be visible on Gateway of Tally.
Step 4: Activate PayU in Tally
- Go to “Gateway of Tally” and click on the “PayU Setup” tab in the “Utilities” section
- After landing on the PayU setup page, click on “Manage Account” to go to the login page
- Now, if you don’t have an account with PayU,
- Click on the “NEW USER” button on the login page
- Click on the “NEW USER” button on the login page
