Payments

There are different ways of handling payments in Zoho Subscriptions.

Recording an Offline Payment

You can record offline payments manually. To record a payment, follow the below steps.

Record a customer payment

Configuring Payment Modes

The Payment Modes defines how a merchant receives his/her payment from their customer i.e., via cash, check or bank transfer etc.

Create a New Payment Mode

To create a new payment mode,

Create a new payment mode

Rename an existing Payment Mode

To rename an existing payment mode,

Rename an existing Payment Mode

Delete a Payment Mode

To delete a payment mode,

Note: If a default payment mode is deleted, Cash will be marked as the next default payment mode.

Delete a Payment Mode

Default Payment Mode

To mark a payment mode as default,

Note: By default, Cash will be the default payment mode until it’s otherwise changed.

Default Payment Mode

Refunding a Payment

You can only make refunds for successful payments (transaction type: payments, status: success). Further, you cannot refund offline payments through Zoho Subscriptions.

Here’s how you can refund a payment.

Note: In Zoho Subscriptions, when a refund is processed, the system will automatically create a credit note for that customer and will issue the refund via this credit note.

Incase of offline refunds, you have to first raise a credit note for that customer and refund the credit note.

Make a refund

Deleting a Payment

To delete a payment,

Delete payment

Deleting a Refund

To delete a refund,

Note: In Zoho Subscriptions, when a refund is processed, the system will automatically create a credit note for that customer and will issue the refund via this credit note. Hence, when you delete a refund, the credit note associated with that refund will become open and you have to delete that as well.

Delete Refund

Was this document helpful?
Yes
No
Thank you for your feedback!
zoho subscriptions

Uncomplicate Subscription Billing for your business.