Learn how to configure and Integrate your PayTM Business Account directly with Alignbooks.

AlignBooks has integrated with PayTM to provide a platform to manage to send links or QR Code generated from PayTM API on raising of Sales Invoice. QR code/link will appear on Invoice print (physical/digital) that will facilitate the customer to make an online payment for that particular invoice by using PayTM. Customers can make an online payment by scanning or clicking the link which will make the payment process quite easy for customers as well.

Prerequisites for integration of PayTM

• PayTM Activated Business Account – if new to PayTM, click Create New Account (Activated account requires – Contact Detail, Business Details and PAN Etc.)
• Alignbooks valid Subscription - if new to Alignbooks, click Register

Let's understand how to integrate your PayTM account with Alignbooks in simple steps;
From Dashboard, on right hand top corner Click on button then select to open the Company Setup. Select Integration Menu from left hand side
Under Customer Receipts, In Pay TM Section click on option to complete the Integration process.

In case you do not have PayTM account click on button which will redirect you to the PayTM signup page.

To check the pricing policy of PayTM, click on



To complete the integration process, You have to mention the PayTM Credentials in the window which will appear like this;






Credit Bank
Select the bank from the Drop down list which you want to integrate with PayTM. If the required Bank Ledger does not exist in the list, you can create a new Bank Ledger by clicking on Icon or option within the dropdown menu.


Merchant ID
Here Specify the your Merchant ID of PayTM Account.


API Key
Here Specify the API Key generated from the PayTM Portal.


Save
Click on this button to save the credentials.


Exit Form
Click this button to exit the PayTM Integration process.

You have successfully integrated your PayTM Bank Accounts with Alignbooks.

Now Use Alignbooks to Generate Payment Link and send to directly to Customer via SMS or print the QRCode in Sales Invoice.

• Point of Sales invoice - While creating the POS Invoice, Select the PayTM tender on the right corner, you will find Three option in the Tender Detail window:
  • Generate Link : Click on this button to generate Payment link and link will be sent directly to the customer mobile. Customer have to click the link and make payment from PayTM portal when payment is successful. You can click on "Verify Payment", Alignbooks will check the status of transaction from PayTM and if transaction is successful, it will display the Approval Code in respective field.
  • Generate QRCode : Click on this button to generate QRCode and it will be displayed on the screen. Customer will scan the QRCode and make payment from PayTM portal when payment is successful. You can click on "Verify Payment", Alignbooks will check the status of transaction from PayTM and if transaction is successful, it will display the Approval Code in respective field.
  • Verify Payment : Click on this button to check the status of transaction from PayTM Portal.
    
    After Approval code is received, click on OK button to close window and Save / Print the POS Invoice.
• From Sales invoice - while creating the Sales Invoice, select the option under Payment link as “PayTM”. After saving Invoice, if Send SMS is enabled in Document Configuration then payment link will be sent in SMS for making instant payment. The same link will be printed on Invoice as QR-Code which can be easily scanned for the making payment.
• Manage Outstanding – Enable the checkbox against each customer to which you want to send the outstanding detail via SMS and Select Payment Link as “PayTM”. The Payment Link for the outstanding amount will be sent in the SMS with the Payment link for making instant payment.

Auto Generate Receipt Voucher Entry in Alignbooks after Receipt from PayTM
When the Customer make the payment against the payment link / QR Code then after success response from PayTM, Alignbooks will generate receipt voucher with the complete transaction details shared by PayTM against the said invoice / Outstanding Amount as per link.
Note: Auto Generate Receipt will be generated only in case of 2 and 3.

How do I get my PayTM API credentials?

You have to login in to your PayTM Business Account to get the Credentials of PayTM API.

From Dashboard, on left hand side Click on Developer Setting from menu and Click "API Keys". Now to get the API Key click on "Production API Details" button to get the Merchant ID and Merchant Key.

Note: Please save the both Merchant ID and Merchant key for your reference.

Happy Aligning!