FAQ

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How to configure Online Payment Gateways?

Payment Settings page provides a place to configure the payment reminders you send to your customers and the online payment gateways like Authorize.Net, PayPal for receiving payments online.

There are two steps involved in receiving online payments

Online Payment Gateways

Zoho Invoice is integrated with payment gateway vendors like PayPal, Authorize.Net, to help you receive online payments for your invoices. Getting paid online helps you receive payments faster and easily. Each payment gateway has its own set up process. Follow the instructions suggested below and you should have things set up in a jiffy.

  • Go to the 'Settings' tab.
  • Click the 'Payment Settings' link under 'Payment Settings'
  • Click the 'Online Payment Gateways' link shown in the image below.

invoice onlinepayment

 

get paid online

Configure the Invoice Notification Mail

  • Go to the 'Settings' tab.
  • Select the 'E-mail' sub-link. This opens the 'E-mail Settings' page.
  • Click on the 'Invoice Notification' link shown in the image below to open the 'Invoice Notification' page.
  • invoice notification

  • Add the placeholder to provide a link to your customer's payment gateway selected at the time of creating the invoice. To add the placeholder,
    • Position the cursor at the location on the message where you want the placeholder.
    • Go to the placeholder list and select the "OnlinePaymentURL" placeholder.
  • Click on the placeholder.

Online Payment Option

  • Go to the 'Invoices' tab.
  • On the Invoices page, click on 'New Invoice' on the right hand side of the page.
  • Select the customer, enter invoice details and item details.
  • online payment option

  • Enter customer notes and terms & conditions.
  • Click on 'Save'.

 

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