You can receive payments from your customers either manually or automatically. Let’s look into all the ways you can receive payments.
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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.
Navigate to the Invoices tab and select the invoice generated from the recurring invoice for which you wish to charge your customer.
Click on the Record Payment drop down and select Charge Customer.
In the next window, you will be asked to choose between the card that has already been associated with the invoice or to use a new card.
If you wish to use the card that has already been associated with the invoice, choose the Use the card ending in xxxx to charge this invoice option and click on Proceed.
If you wish to make payment using a different card that is not associated with the contact or the recurring invoice, then click on the Charge using another card option, fill in the required card details and click on Proceed.
Insight: The customer’s card information will be stored in the payment gateway which is used by you for the Auto-charge feature.
Updating Customer’s Card
Your customer’s credit card is not working? Update your customer’s card credentials, here’s how it’s done.
Navigate to Recurring Invoices tab and select the recurring invoice in which you wish to update the card.
Click on Update Card placed above the invoice detail window and fill in the required details.
In the next window, fill in the updated credentials of the card and click Save.
Receiving Payments using Auto-charge
Learn how Auto-charge is instrumental in receiving payments for your recurring invoices.
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.
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.
Once the recurring invoice is sent to the customer, they can view it from the Transactions tab from the portal.
Your customer should click on the Pay Now button to instantly pay for the invoice. They can select a card type in the window, and click on Proceed to Payment to enter their card details.
In the next window, customers should enter their card details and check on Use this card for future transactions box. This will save their card details for Auto-charge transactions involving the recurring invoice in future.
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 another invoice generated from the recurring invoice.
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 invoice or directly to the contact.
Associating Card through Contacts
Navigate to the Contacts tab and select the contact for whom the card needs to be associated.
From the contact detail window, click on the More drop down and select Add New Card.
Insight: The Add New Card option will be available only if you have chosen the Create, Charge and Send Invoices for recurring invoice settings.
- After selecting the Add New Card option, you will have to enter the card details in the next window. Fill in the details requested in the pop-up window and click on Save. Now the card will be associated with the particular contact.
Insight: If you have enabled more than one Auto-charge supported payment gateways, an extra drop down will appear in the window asking you to select the preferred payment gateway.
- if the customer has multiple cards, you will be asked to choose from the cards that are associated with the customer to charge them.
Associating Card through Recurring Invoice
Navigate to the Recurring Invoices tab under Sales and select the recurring invoice for which you would like to associate the card.
In the recurring invoice detail window, select Associate Credit Card to associate the customer’s card with the recurring invoice.
A window will appear so you can enter the card details.
Fill in the details requested in the window and click on Associate Card. Now the card will be associated with both the recurring invoice and also the contact.
Insight: For cards added through Contacts, a window will appear asking you to select the card already added to be associated.
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.
- Navigate to the Invoices tab and select the invoice generated from the recurring profile in which you would like to record the offline payment.
- Click the Record Payment drop down and select the Record Payment option.
- Fill in the required details of the offline transaction with your customer and click on Record Payment.