How do I create and set up a payment page in Zoho Checkout?

Setting up a payment page is simple and straightforward. Once you create your account and set up your payment gateway, you can create payment pages to collect payments. Each page can be customized across three sections such as Configure Page, Advanced Setup, and Thank You Page.

Here’s how you can do it:

1. Payment Page Section

First, set up the Configure Page section by providing details such as pricing, product info, billing preferences, tax settings, and page expiration. To set up:

Navigate to the Payment Pages tab and click + New Payment Page.
Select an option from the What will customers be paying for on this page? the dropdown.
- Products: Choose this option if you’re selling items or services with fixed or recurring prices.
- Contribution: Choose this option if you’re accepting donations or voluntary payments.
Enter your Page Name and Description. In the Description field, you can provide a brief overview of the page and include links or published videos to display.
Select the Page Currency from the dropdown to specify the currency in which you’ll receive payments.
Enter Product Name and Description in the Product Details section for products. In the Description field, you can provide a brief overview of the product and include links or published videos to display.
Enter the Amount, or check the Allow customers to decide the amount at checkout box if you want to customer to enter the amount while checking out.
Upload the Image by dropping or selecting a file.
Check the Allow customers to modify quantity at checkout box to allow customers to change the quantity at checkout for products.
Select the Payment Frequency in the Billing Preference section.
- One-time: To collect the payment as a single transaction.
- Recurring: To set up recurring payments by specifying billing options, frequency, and duration.
- At Checkout: To let customers choose between One-Time or Recurring and set the payment amount during checkout.
Switch the tab to choose Goods if you’re selling a physical product, or Service if you’re offering a service to customers.
Select an account to track all transactions related to this payment page Choose your Tax Preferences.
Note: Your payment page will not be accessible if taxes are not configured for your account.
Set the Page Expiration by choosing Never Expires, Expires On, or Expires After, and configure the expiry details according to your preference.
Click Next.

2. Advanced Setup Section

Next, switch to the Advanced Setup tab to configure settings for your payment page.

Toggle to Yes or No to indicate whether you want to display your Terms and Conditions.
If Yes, check the Allow customers to accept the Terms & Conditions and enter placeholders for your policies.
Provide the URLs for the Terms of Service and Privacy Policy in their respective fields.
Check the box to Display your organization’s contact information.
Check the box to Display CAPTCHA for authentication and Allow customers to use coupons in the Advanced Section îf needed.
Select existing Coupons from the dropdown to be associated with the payment page.
Select existing Custom Fields from the dropdown if needed.
Select any integrated Payment Gateways to receive payments via the page.
Enter the Title and use the drag handle to arrange the Account Information Fields for Account Details in the Address Section.
Toggle down the Billing Address and Shipping Address tab to configure customers address details.
Enable the Allow customers to enter card billing address box to display the card address on the payment page.
Click Next.

3. Thank You Page Section

Lastly, switch to the Thank you Page tab to configure post-payment settings:

Choose Display Message to provide an end note and add placeholders if needed. Or
Choose Redirect to URL and enter the URL to redirect the customer to a specific page after payment.
Review the provided details and preview the page by switching tabs on the right side window.
Click Save and Publish.

Your payment page will be created and you can share the page to collect payments.