payments

I have configured payment gateways under my settings, but they’re not working for me.

Ensure you’ve followed the following two steps to receive online payments from your customers.

  • Include the payment gateway in your invoice - At the time of creating the invoice, select the payment gateway you have set up. You can do this in the ‘Payment Option’ section.

  • Ensure the placeholders are placed in the notification email - Check for the payment link URL in the notification email you send to your customer. If the payment link is not included, then you can add it by following the steps below:

  • Go to SettingsEmail templatesInvoice Notification .

  • Click on Insert placeholdersOnline payment.

  • Save this as your default invoice mail template.

Inserting placeholders

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account

Books

Online accounting software
for small businesses.