Credit & Cashflow Management | TallyPrime
TallyPrime Credit Module

Smart Credit & Cashflow
Built into Your Accounts

Track, control, and forecast every rupee — no switching tabs, no manual entries, no delays. TallyPrime keeps your money picture crystal clear.

1-Click
Auto Bank Reconciliation
100+
Banks Supported
0
Manual Entry Errors
24/7
Real-Time Data Updates
Banking Features

Everything Your Business Needs
for Seamless Credit Management

TallyPrime brings your cash and credit together — automating the repetitive, eliminating the manual, and keeping you always reconciled.

Automation

Cash & Funds Flow

Get the full status of cash and funds flow in a single click. Track, plan, and allocate capital to keep the business running without friction.

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Payments

Interest Calculations

Automatically calculate simple or compound interest on overdue bills and record accrued interest accurately — no spreadsheets needed.

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Connected Banking

Credit Control Techniques

Set maximum credit limits per customer. Get an alert during sales invoicing when a customer has overdue bills or approaches their limit.

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Cash & Cheque

Cash Flow Projection

Instant projection reports predict the net balance for any future period — plan investments and spending before you need to, not after.

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Management

Receivable & Payable Management

Auto-generated bill references for every invoice. Track every payment, know exactly what's cleared, and chase what's still pending.

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Why Businesses Trust TallyPrime

Complete credit visibility,
from SMEs to enterprises

TallyPrime's credit and cashflow module is built for the Indian financial ecosystem — GST-ready, multi-ledger, and always up to date.

Works with all major Indian banks
UPI & QR code payment support on outstanding reports
Fully GST-compliant interest and bill transactions
Real-time balance and live ledger updates
Secure, encrypted data with role-based access
MSME-specific payment and receivable tracking
How It Works

Reconciled in 4 Simple Steps

From outstanding report to fully followed-up receivables — TallyPrime makes it happen in minutes.

1

Set Up Your Ledgers

Create customer and supplier ledgers with credit limits and payment terms — one-time setup that runs forever.

2

Record Transactions

Invoice, receipt, and payment vouchers auto-link to bill references — zero manual tracking required.

3

Auto-Match & Alert

Smart matching flags overdue bills instantly, with alerts during invoicing when limits are breached.

4

Collect & Report

Send reminder letters, share QR payment links, and pull payment performance reports — all in one place.

Works with Leading Indian Banks

TallyPrime's connected banking feature is compatible with major banks in India

State Bank of India
Axis Bank
Kotak Mahindra Bank
HDFC Bank
ICICI Bank
Punjab National Bank
Bank of Baroda
Canara Bank

+ Many More

Credit & Cashflow Management

Additional Credit & Cashflow
Management Features

Go beyond banking — TallyPrime gives you complete control over credit cycles, payment tracking, and cashflow visibility.

Outreach

Instant Reminder Letters

Send professional-looking reminder letters to your customers in a single click — without any external tool or manual drafting.

Analytics

Payment Performance Report

Know the average time your customers take to actually pay their bills. Identify slow payers and adjust credit terms instantly.

Collections

Payment QR Codes & Links on Reports

Generate and embed payment QR codes and links directly on accounting reports — powered by RazorPay and PayU integration.

Compliance

MSME Payment Tracking

Track payables with flexibility — by bill date, MSME credit period, or whichever comes first. Send timely reminders and stay compliant.

TALLYPRIME — REPORT PREVIEW
Report Details
Type of Bills
Pending Bills
All Bills
Cleared
Range of Bills Type
Bills Due in Upcoming Days ▾
Outstanding Summary
Overdue Bills₹18,42,500
Due This Week₹6,84,200
Pending Bills₹42,16,800
Collect via