How can I set up Zoho Payments in Zoho Checkout?
Set up Zoho Payments in Zoho Checkout to collect payments securely from your customers. To get started with Zoho Payments, you need to create a new account from Zoho Checkout or another Zoho Finance application.
Note
Zoho Payments is available in the US and India editions.
Prerequisites
- Ensure you are either the business owner or an authorized person to share business details, set up, and manage Zoho Payments.
- Gather your business details and documents in advance to get started with Zoho Payments.
To set up Zoho Payments:
- Go to Settings and select Payment Gateways.
- Click Set Up Now next to Zoho Payments.
- Check the I confirm that I am authorized to share business details, set up and manage Zoho Payments box, and click Set Up Zoho Payments.
Insight If you already have a Zoho Payments account, you can connect it with your Zoho Checkout organization. To do so, click Connect Now, select a Zoho Payments account in the following pop-up, and proceed.
- Share your business details. Zoho Payments will request the following information:
| Section | Content |
|---|---|
| Business Profile | Share your basic business details and business related documents. |
| Payment and Fulfillment Details | Provide the anticipated transaction values, details about the product, and its delivery time. |
| Business Representative | Enter the details and attach the required documents of the person with the authority to direct and control the business. |
| Business Owners | Provide the business owners’ basic details and documents. |
| Branding and Public Information | Provide a payment descriptor that will help customers identify you on their statement and your customer support helpline. |
| Bank Account | Manually share the bank account details or connect your bank account with Zoho Payments to receive your payouts. |
Note
The information requested varies based on the business type and edition.
- Review the details that you have provided.
- Check the I agree to the Terms of Service and Privacy Policy of Zoho Payments box, and click Submit.
Your Zoho Payments account will be created. You can start collecting payments after account verification and activation.
Learn more about setting up Zoho Payments.