Zoho Invoice

Help Docs

Receiving Payments

You can receive payments from your customers either manually or automatically. Let’s look into all the ways by which you can receive payments.

Receiving Payments using Auto-charge

In Zoho Invoice, you can receive payments using Auto-charge by using Client Portal and also by adding your customer’s card to the recurring invoice. Auto charge is the process by which your customer’s card gets automatically charged as soon as an invoice is created.

Auto-charge by Associating the Customer’s Card

If your customer has given you their card details to charge for the invoice raised, you can associate the card to the recurring profile or directly to the contact.

Associating Card through Contacts

Receiving Payments Auto-charge

Insight: You will be asked to choose a gateway to which the card needs to be added. Ensure that you select the same gateway on the recurring profile creation page.

Associating Card through Recurring Profile

Receiving Payments Auto-charge

Insight: For cards added through Contacts, a window will appear asking you to select the card already added to be associated.
Receiving Payments Auto-charge

Client Portal

You can charge your customers automatically through Auto-charge. Client Portal is a feature in Zoho Invoice which helps your customers to view their payment history, recent transactions and allow them to make payments online.

Receiving Payments Auto-charge

Insight: If customers do not check the Use this card for future transactions box, Auto-charge feature will not be enabled. Your customers will be asked to enter their details again for the next invoice generated from the recurring profile.


Manually Charging your Customer

Your customer does not like to be Auto-charged but they have given you their credentials? Manually charge your customer with an already saved card or with a temporary card.

Manually Charging Customer

Insight: The customer’s card information will be stored in the payment gateway which is used by you for the Auto-charge feature. Similarly, you can associate bank accounts of your customers and charge them.


Updating Customer’s Card

Your customer’s credit card is not working? Update your customer’s card credentials, here’s how it’s done.

Insight: Update Card button appears only if auto-charge has been enabled in that recurring profile. If not, you will need to update the card details of that particular customer in the Contacts module.


Recording Offline Payment

If your customer has paid for your invoice by cash or other offline medium, you can always record it in your Zoho Invoice.

Record Offline Payments

Record Offline Payments


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