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How do I set up bank details and payment integration in Vyapar?

In Vyapar, go to Cash & Bank > Bank Accounts > + Add Bank Account, fill in the account name, opening balance and as-of date, then expand "+ Add more fields" for the account number, IFSC code, bank name and account holder name. From there you can turn on printing bank details or a UPI QR code on invoices, or enable online payment collection (UPI, cards, net banking) by connecting a Razorpay account.

Steps

Vyapar's own guide sets out the following steps to add a bank account and turn on payment collection on invoices.

  1. Go to Cash & Bank > Bank Accounts > + Add Bank Account.
  2. Enter the account display name, opening balance and as-of date.
  3. Click "+ Add more fields" to enter the Account Number, IFSC Code, Bank Name and Account Holder Name.
  4. Check "Print Bank Details on Invoices" to show manual transfer details on your bills.
  5. Check "Print offline UPI QR on Invoices" and enter your UPI ID to add a scannable payment code.
  6. Optionally check "Accept Payments Online" to enable UPI, debit cards and net banking: this needs a connected RazorPay account.
  7. Click Save, then create a test invoice to confirm the bank details and QR code show correctly in the print preview.

FAQs

Does Vyapar charge for showing bank details or a UPI QR code on invoices?

No, Vyapar's guide states there's no fee for displaying bank details or the offline UPI QR code on invoices, though the online payment gateway itself may carry separate charges.

Do I need a RazorPay account to collect online payments through Vyapar?

Yes, turning on "Accept Payments Online" for UPI, cards or net banking requires connecting a RazorPay account.

Does automatic reconciliation work without online payments turned on?

No, per Vyapar's guide, automatic reconciliation only works once "Accept Payments Online" is enabled; the offline QR/bank-details option alone doesn't reconcile automatically.

Related guides

Sources checked

Last reviewed 2026-10-15

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