Creating Payment Pages

You can create and publish payment pages in Zoho Checkout for products or contributions from this page. Before going live, you can customize page settings, billing options, payment gateways, and checkout details to match your requirements.

To create a payment page:

• Go to Payment Page.
• Click + New Payment Page in the top-right corner.

The payment page creation window will open, allowing you to configure the payment page while previewing changes in real time in the right pane. The setup is divided into three sections:

• Configure Page
• Advanced Setup
• Thank You Page

Configure Page

In this section you can configure the core details of your payment page. The various elements are:

About Your Page

Select the primary purpose this page is being created for. Whether to collect payments for a product or contribution.

• Enter the Page Name.
• Enter a Page Description to provide customers with more context about the payment.
• Choose the Currency in which you want to accept payments. Ensure that your configured payment gateway supports the currency selected for this payment page.
• Select whether this page is intended for a Product or Contribution under What will your customers be paying for on this page.

Product Details

Configure the product-related information that will be displayed on your payment page.

• Enter the Product Name.
• Enter a Product Description to provide customers with more details about the product.
• Select the Product Type as either Goods or Services.
• Choose the Account to track payments in Zoho Books.

• Enter the Amount for the product. To allow flexible pricing, enable Allow customers to decide the amount at checkout and set a Minimum Amount if required.
• Enable Quantity Preference to allow customers to select the number of units they wish to purchase at checkout.
• Upload an Image of the product by dragging and dropping or selecting a file.

Contribution Details

This section is designed for donations and non-profit contributions, offering the flexibility needed for varied payment amounts. You can configure the following fields:

• Choose the Account to track payments in Zoho Books.
• Enter a Contribution Amount or enable Allow customers to decide the amount at checkout to accept flexible payments. You can also set a Minimum Amount if required.
• Upload an Image for your contribution page.

Billing Preferences

Configure the payment frequency and billing behavior for your payment page. This section allows you to define how customers will be charged, whether as a one-time payment or on a recurring schedule.

• Select One-time for single, non-recurring payments.

• Select Recurring to configure recurring payment settings such as billing frequency, billing day, and billing duration.

  • Billing Frequency: Choose how often customers are billed. You can select a standard interval such as Weekly, Monthly, 3 Months, 6 Months, or Yearly, or define a custom frequency.
  • Billing Day: Select when customers should be charged:
    • Day of Checkout: Charges are applied immediately at checkout
    • Set a Specific Day: Charges are applied on a fixed day each month
      You can allow customers to choose the billing frequency and billing day at checkout by enabling the relevant option.
  • Billing Duration: Define how long billing continues:
    • Unlimited Cycles: Billing continues until manually canceled
    • Limited Cycles: Billing stops after a specified number of cycles (defined in the Number of Cycles field)
      You can also allow customers to choose the billing duration at checkout if enabled.

• Select At Checkout to let customers decide billing preferences during payment, including frequency, billing day, and duration.

• Set the Default Frequency to determine whether the payment page initially displays One-time or Recurring as the default option.

Tax Information

Configure tax settings for your payment page to ensure the correct taxes are applied to transactions.

Select a tax category and configure the applicable tax details as required:

• Taxable: Apply relevant taxes and provide the required tax details for the product.
• Non-Taxable: Mark the item as non-taxable and select an exemption reason from the dropdown.
• Out of Scope: Use this option for transactions that are not subject to tax regulations.
• Non-GST Supply: Select this option for supplies that are not covered under GST as per applicable tax rules.

If you choose Non-Taxable, you must select an Exemption Reason from the available options.

Page Expiration

This section allows you to configure your payment page’s expiration date. You have the following options:

• Never Expires: Select this if you do not want your payment page to expire. You can still disable it manually.
• Expires On: Select this if you want your payment page to expire on a designated day.
• Expires After: Select this if you want your payment page to expire after specific number of transactions.

Advanced Setup

In this section, you configure the legal information, payment gateways, card details and address.

Terms and Conditions

To display legal agreements on your payment page, enable the Do you want to display your Terms & Conditions? toggle. Once enabled, you can configure the following:

• Terms of Service URL: Enter the link to your terms and conditions page.
• Privacy Policy URL: Enter the link to your privacy policy.

Select the Show License agreement checkbox if you require customers to manually accept your terms before proceeding.

Advanced Settings

In this section, you can configure CAPTCHA, coupons, custom fields and set a label for the pay button. To do so:

• Coupons: In the Associate Coupons field, select the active coupons you wish to link to your payment page. Learn more about coupons.
• Custom fields: Display custom fields on your payment page by selecting the active ones from the Associate Custom Fields dropdown. Learn more about custom fields.
• Button label: This option allows you to change the Pay button label to your preferred text.
• CAPTCHA (Completely Automated Public Turing test to tell Computers and Humans Apart): Is a vital security shield that prevents bots from abusing websites and protects your pages against malicious automated traffic.

To enable CAPTCHA for your payment page check the Display CAPTCHA for authentication option.

• Contact Preference: Enable Display Organization’s Contact Information to show your contact details to customers. Learn more about setting up primary contact.

Associate Payment Gateways

Payments are processed through your organization’s default payment gateway. To provide your customers with more flexibility, you can associate multiple gateways with your payment page and offer a variety of payment methods.

To associate gateways to your payment page:

• Go to Associate Payment Gateways under Advanced Setup.

• Under Would you like to associate a specific gateway? select Yes.

• From the list that appears, select the checkboxes for the integrated gateways you wish to enable.

If you select multiple gateways, all chosen options will be displayed on your live payment page.

Contact Information

In this section, you can configure Billing Details, Billing Address and Shipping Address.

To do so:

• Expand the section you want to configure.

• Choose the fields you want to display in your payment page by checking the field name under the FIELD column.

• To mark a field as mandatory check the corresponding box for the field under the MANDATE column.

• You can simply drag and drop fields to change their display order.

Card Details

If you want to record your customer’s card address details, configure them in this section.

Thank You Page

After a customer or contributor completes a payment, you can display an automated thank-you message or redirect them to a specific webpage. To do so:

Under What would you like to do?, choose one of the following options:

• Display Message: Select this option and enter your custom thank-you text in the field provided.

• Redirect URL: Select this option and enter the destination URL to automatically redirect users once their payment is complete.

Once you have configured the page properties click Save & Publish.