Payment Links - Overview

When you run a business, you may need to collect payments that are tied to an invoice. For example, you might request an advance payment for a bulk order, or receive an ad-hoc payment from a customer.

Payment Links in Zoho ERP helps you request, accept, and record these payments quickly through online payment gateways. To create a payment link, select a customer and enter a few details, such as the amount to collect, and the link’s expiration date. Once created, you can share the payment links with your customer via email or SMS.

Your customer can pay securely using the integrated payment gateway. Then, Zoho ERP automatically records the payment in the Payments Received module. You can later apply this payment to one or more invoices for the same customer.

How Payment Links Differ From Retainer Invoices

A retainer invoice helps you collect advance payments from a customer. You can later apply this amount to the customer’s invoices. On the other hand, a payment link lets you collect miscellaneous payment, and not just advances.

Unlike retainer invoices, payment links do not require you to create a transaction. You can share the link directly with your customer, and receive payments quickly.

Enable Payment Links

Before creating a payment link in Zoho ERP, you must enable this feature in your Zoho ERP organisation. Here’s how:

• Go to Settings.
• Under Organization Settings, select Configure Modules under Setup & Configurations.
• Scroll down to Sales and check the Payment Links option.
• Click Save.

Payment Links will now be enabled for your organisation.

Create Payment Links

To create a payment link in Zoho ERP:

• Go to Sales on the left sidebar.
• Click the Payments dropdown at the top of the page, and select Payment Links.
• Click + New in the top right corner.
• In the New Payment Link pop-up, fill in the following fields:
  • Customer Name: Select the customer for whom you’re creating this link.
  • Payment Amount: Enter the amount to be paid using this link.
  • Tax: Select the rate rate to be applied to this payment, if required.
  • Link Expiration Date: Choose the date until when the payment link is valid. Your customer cannot access this link after the expiration date.
  • Description: Provide a short description on why you’re creating this link.
  • Click Generate Link or Save and Share.

Once you create a payment link, a shortened version of the URL with an automated reference number will be generated.

Send Payment Links

You can send payment links to your customers via email or SMS. Here’s how:

• Go to Sales on the left sidebar.
• Click the Payments dropdown at the top of the page, and select Payment Links.
• Select the payment link you want to share via email.
• In the right pane that appears, click the Share icon in the top right corner.
• In the next page, under Communication Channels, select how you want to share the link.
• Click Send.

The payment link will be sent to your customer, based on the chosen communication channel.

Receive Payments

Payment Links let your customers pay you quickly and securely. After you create a payment link Zoho ERP and share it with your customer, they can complete the payment online using this link.

To make payment, your customers must:

• Click the payment link sent to them.
• Click Proceed to Payment.
• Complete the payment using the available payment method.

Once the payment is successful:

• The payment’s status will be changed to Paid in Zoho ERP.
• Your customers can no longer access the link.

Zoho ERP automatically records the payment in the Payments Received module. To view the payment, click the Payment Number associated with the payment link. You can later apply this amount to the customer’s invoices.

Payment Link Statuses

Each payment link in Zoho ERP can have one of the following statuses:

Payment Links - Operations

Filter Payment Links

You can filter payment links in Zoho ERP based on their statuses. Here’s how:

• Go to Sales on the left sidebar.
• Click the Payments dropdown at the top of the page, and select Payment Links.
• Click the All Payments dropdown at the top of the list page and select the required filter.

The payment links will be filtered based on your preferences.

Sort Payment Links

You can sort payment links by different columns. To sort:

• Go to Sales on the left sidebar.
• Click the Payments dropdown at the top of the page, and select Payment Links.
• Click the required column again to switch between ascending and descending order.

Change Expiration Date

You can change the expiration date of a payment link in Zoho ERP. When you update, Zoho ERP generates a new URL for the payment link. To change:

• Go to Sales on the left sidebar.
• Click the Payments dropdown at the top of the page, and select Payment Links.
• Select a payment link to change the expiration date.
• In the right pane that appears, click the Edit icon next to the expiration date.
• In the Update Expiration Date pop-up, select the required date.
• Click Update & Generate Link. A new payment link will be generated.
• Click Copy Link.

The payment link will be updated. You can now share the updated payment link with your customers.

Cancel Payment Links

If you no longer want to accept payments through a payment link but want to keep it for reference, you can cancel the link. You cannot reactivate a cancelled payment link. To cancel:

• Go to Sales on the left sidebar.
• Click the Payments dropdown at the top of the page, and select Payment Links.
• Select a payment link you want to cancel.
• In the right pane that appears, click the More icon in the top right corner, and select Cancel Link.

The payment link will be marked as Canceled. You can choose to delete it, if required.

Delete Payment Links

If you’ve created a payment link by mistake, you can delete it in Zoho ERP. Once deleted, the payment link will be removed permanently, and customers cannot make payments using it, even if you’ve already shared the link. To delete:

• Go to Sales on the left sidebar.
• Click the Payments dropdown at the top of the page, and select Payment Links.
• Select a payment link you want to delete.
• In the right pane that appears, click the More icon in the top right corner, and select Delete.
• In the confirmation pop-up, click Delete it.

The payment link will be deleted.