Invoices customers can pay straight away
Branded invoices with a UPI QR code and pay link, sent by email or WhatsApp and filed automatically.
LiveWhat does Documents as a Conversion Engine do? Customers can pay straight from the document, and the PDF is filed for you without manual work.
How it works
27 document types, including invoices, quotes, cheques, credit notes, payslips and HR letters, come from editable templates with your letterhead and colours. Invoices carry a payment link and a UPI QR code. Documents go out by email or WhatsApp, can be sent as a bundle, and are filed in your document store without duplicates. If a service goes down, backups keep documents coming.
An HR letter with a blank field is stopped before it's created, never sent as 'Dear ,' to a real person.
Step by step
Here is how an invoice goes from your accounts team to your customer's bank app.
- Raise the document as usual. Create the invoice, quote, credit note, payslip or HR letter in the application it belongs to.
- Kinnow picks the template. Each of the 27 document types has a default layout that you can replace with your own letterhead and colours. Templates are versioned, with one default per type.
- The document is drawn with your branding. Your logo and name sit on the cover. An invoice also carries a payment link and a UPI QR code. The QR is added when the company's currency is rupees.
- Checks run before it exists. An HR letter with a blank field is stopped rather than created as "Dear ,". Any limit you have set can also stop a document, for example an invoice priced below cost.
- A person sends it. Send by email or WhatsApp, one document or a bundle.
- It is filed. The PDF is stored without duplicates and listed under Generated documents. If the file store is down, a backup copy is kept and the document is retried, so it still goes out.
- The customer pays. They scan the QR or copy the UPI link into their bank app. The link carries the invoice reference, so the payment can be matched to the invoice.
Send us your current invoice format and we will show it as a branded, payable document.
What you see on screen
The screens are in Admin, Documents (Vault) and the customer portal.
| Where | What you see |
|---|---|
| Admin, Document templates | Template name, document type, a Default marker, Active or Inactive status and a version number. New template takes a type, a name and the layout, and a switch to make it the default. |
| Vault, Generated documents | Type, the source record, Automatic or Manual origin, who produced it, and whether the PDF is stored, pending retry or failed. |
| The invoice itself | Your logo, your details, the payment link and the UPI QR. |
| Customer's Pay invoice page | The invoice number, the amount due, the UPI payment link and a Copy link button. |
Who uses it
Finance sends; customers pay; HR uses the same engine.
| Who | When | What they do |
|---|---|---|
| Accounts executive | Every billing day | Raises and sends invoices, checks that the PDF is stored. |
| Administrator | At set-up | Loads your letterhead into the templates. |
| HR executive | On joining, increments, exits | Issues offer, appointment, confirmation, increment, relieving and experience letters. |
| Customer's accounts team | When the invoice arrives | Pays by UPI and quotes the reference. |
Ask us to send a test invoice to your own phone.
Related
- Get paid by link, reconciled automatically: the payments side.
- Business documents that file themselves, six types by default: where the PDF ends up.
- UPI QR invoice: what the QR does, in plain words.
- Comply: business documents and statutory formats.
Questions
What is Documents as a Conversion Engine in Kinnow?
Branded invoices with a UPI QR code and pay link, sent by email or WhatsApp and filed automatically.
What changes for the business?
Customers can pay straight from the document, and the PDF is filed for you without manual work.
Is it available today?
Yes, it is live.
Can I use my own invoice format?
Yes. Add a template for the document type with your layout and set it as the default. A new version is kept each time, so you can see what changed.
What happens if the document store is down when I send?
Kinnow keeps the document in a backup location and retries filing. The Generated documents list shows it as pending retry until it is stored.
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