Sync Payment Vouchers

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How it Works

To set up the Payment Vouchers workflow, you must: Watch the video below to understand how you can send Payment Vouchers to RazorpayX, or keep reading for the instructions. You can also watch the Send Payment Vouchers to RazorpayX video in Hindi.

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Advantages

Following are the advantages of using the sync payment vouchers flow:

• Make expense or vendor payments in Tally. RazorpayX syncs the entries with additional payment details in the transaction, such as TDS, GST, and more.
• Pay, process and reconcile the payments three times faster.
• You need not maintain tedious Excel sheets, import and export them and verify details between both of them.
• Removes the need to add IFSC and bank account numbers multiple times. This prevents errors of repetition.

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Send and Sync Workflow

Check the process to send and sync payment vouchers to RazorpayX.

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1. Send Payment Voucher

To send Purchase Vouchers to RazorpayX, you must change the settings in Tally.

1. Open your Tally application to show the Gateway of Tally page.
2. Click R:RazorpayX Settings from the right menu. The RazorpayX Configuration (in Developer Mode) page appears.
3. On this page:
   • Enter Yes against Invoice Sync Settings.
   • Change the following settings:

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     Settings | Value

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     Send puchase vouchers to RazorpayX | No

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     Send payment vouchers to RazorpayX | Yes

   Set the payment voucher setting to Yes.
4. After selecting, enter the OTP sent to your registered email. Check your spam folder if you do not find the OTP in your primary inbox.
5. Save your changes.

You have successully configured the settings to send Payment Vouchers to RazorpayX.

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2. Sync Payment Voucher

To create a payment voucher in Tally and sync it in RazorpayX:

1. Go to Gateway of Tally → TRANSACTIONS → Vouchers. The Accounting Voucher Creation (In Developer Mode) page appears.
2. Select F5:Payments. Enter the invoice details to create a Payment Voucher and add a Purchase Voucher or an older bill as a reference.
3. Create the payment voucher and add the bank account from which the payment must be debited.
4. Select the invoice against which payment has to be made. Enter the details and click Yes when prompted.
5. Go to the Gateway of Tally. Click RazorpayX → Ready for Bank. The RXEPayment (In Developer Mode) appears. Tally displays particulars about payments with the number of payment invoices that are:
   • Ready for sending to RazorpayX
   • Sent to RazorpayX (unpaid & partially paid)
   • Fully paid in RazorpayX & Reconciled transactions
   Here is a sample screenshot of payments as seen on Tally. Click on each of the rows for more information. You can also filter the results based on the displayed fields.
6. Select Ready for sending to RazorpayX and press Enter.
7. Sync all of these entries by clicking on A:Sync All Bills in the right menu as shown below.

After syncing, return to Ready for Bank page. Here, you can find that the number of bills in Ready for sending to RazorpayX has reduced, and the bills in Sent to RazorpayX (unpaid & partially paid) have increased. Go to RazorpayX and pay your invoices as per the standard vendor payment flow.

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Pay Invoices

After you send and sync the vouchers in RazorpayX, you can pay the invoices in the following ways:

• Pay your vendor immediately.
• Pay vendor partially.
• Schedule the vendor payment.
• Make vendor payouts in bulk.

All the payments made can be brought back to Tally. Know more about bringing bills to Tally from RazorpayX.

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Related Information

• Bring Bills to Tally
• Keyboard shortcuts in Tally Prime