## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/in/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Pine Labs

Pine Labs is a prominent multinational fintech company that provides cloud-based payment gateways, prepaid issuing solutions, and advanced Point of Sale (POS) machines. You can collect customer payments through a Pine Labs terminal and record them in Zoho Inventory.

### Obtain Pine Labs Credentials

Before you set up Pine Labs in Zoho Inventory, collect the required credentials from Pine Labs. Use the Pine Labs Merchant Portal for live accounts, or the Pine Labs Developer Portal for UAT or Sandbox testing.

To collect the credentials:

*   Log in to the Pine Labs Merchant Dashboard.
*   Go to **Settings** and then select **Credentials**.
*   Copy the **Client ID**, and **Client Secret**.

![screen shot of pine labs client id and client secret](/inventory/help/images/terminal-payments/pine-labs/pine-labs-clientid.png)

*   Keep the copied credentials ready before you open Zoho Inventory.

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### Set Up Pine Labs Terminal

After you copy the required Pine Labs credentials, you need to enter them in Zoho Inventory.

To set up Pine Labs Terminal:

*   Log in to your Zoho Inventory organisation.
*   Click the **Gear icon** in the top right corner.
*   Select **Customer Payments** under _Online Payments_.
*   Click **Set Up Now** next to _Pine Labs_.
*   Enter the **Client ID**, and **Client Secret** copied from Pine Labs.
*   Click **Save**.

Pine Labs Terminal will be configured in Zoho Inventory.

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### Configure Payment Terminal

You can add and manage client details for terminal transactions, link them to your payment terminals, and start collecting payments easily.

#### Add Merchant ID

You can add multiple client IDs to manage payments across different Pine Labs merchant accounts.

To add or manage additional client IDs:

*   Log in to your Zoho Inventory organisation.
*   Click the **Gear icon** in the top right corner.
*   Select **Customer Payments** under _Online Payments_.
*   Click **Manage** next to _Pine Labs_.
*   Click **Add Client ID**.
*   Enter the **Client ID**, and **Client Secret** copied from Pine Labs.
*   Click **Save**.

#### Add Terminal Devices

You can add and link terminal devices to a client ID to process in-person payments through specific Pine Labs hardware.

To add a terminal device:

*   Log in to your Zoho Inventory organisation.
*   Click the **Gear icon** in the top right corner.
*   Select **Customer Payments** under _Online Payments_.
*   Click **Manage** next to _Pine Labs_.
*   Under the **Terminal Devices** tab, click **Add Terminal Devices**.

![screen shot of terminal payments](/inventory/help/images/terminal-payments/pine-labs/terminal-payments.png)

**Field**

**Description**

**IMEI**

The International Mobile Equipment Identity (IMEI) number that uniquely identifies the Pine Labs terminal device.

**Client POS Code**

The POS code assigned by Pine Labs to identify the point-of-sale device at the merchant’s location.

**Terminal Name**

A name to identify and distinguish the terminal device within your organisation.

**Payment Gateway**

The payment gateway assigned to process transactions through this terminal.

**Associated Client ID**

The Client ID linked to this terminal device to authorise transactions.

*   Click **Save**.

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### Record a Terminal Payment From an Invoice

Use the invoice’s _Details_ page when you want to record payment for a specific invoice.

To record a terminal payment from an invoice:

*   Go to the **Invoices** module under _Sales_ from the left sidebar.
*   Select the invoice for which you want to record payment.
*   Click the **Record Payment** dropdown.
*   Select **Record Payment**.
*   Enter the amount received.
*   Select the terminal payment provider in the **Payment Mode** field.
*   Enter the terminal transaction reference or authorization details shown by the provider.
*   Click **Record Payment**.

If the full invoice amount is recorded, the invoice status changes to _Paid_. If only part of the invoice amount is recorded, the invoice status changes to _Partially Paid_.

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### Record Pine Labs Terminal Payments

After setting up Pine Labs, you can record payments received through the Pine Labs terminal from the _Payments Received_ module.

To record the payment:

1.  Go to the **Payments Received** module under _Sales_ from the left sidebar.
2.  Click **\+ New** in the top right corner.
3.  Select the customer from whom you received the payment.
4.  Enter the amount received.
5.  Select **Pine Labs** as the **Payment Mode**.
6.  Enter the Pine Labs terminal transaction details.
7.  Apply the payment to the customer’s invoice.
8.  Click **Save**.

The payment will be recorded against the selected customer and invoice.

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### More Actions

You can manage your existing Pine Labs client IDs and terminal devices using the following actions.

#### Delete Client ID/Terminal Device

You can delete a client ID or terminal device that is no longer needed.

*   Log in to your Zoho Inventory organisation.
*   Click the **Gear icon** in the top right corner.
*   Select **Customer Payments** under _Online Payments_.
*   Click **Manage** next to _Pine Labs_.
*   Hover over the client ID or terminal device you want to delete and click the **More** icon.
*   Click **Delete** and **OK** to confirm the action.

#### Edit Client ID/Terminal Device

You can update the details of an existing client ID or terminal device at any time.

*   Log in to your Zoho Inventory organisation.
*   Click the **Gear icon** in the top right corner.
*   Select **Customer Payments** under _Online Payments_.
*   Click **Manage** next to _Pine Labs_.
*   Hover over the client ID or terminal device you want to edit and click the **More** icon.
*   Make the necessary changes and click **Save**.

#### Mark a Terminal Device as Inactive

You can mark a terminal device as inactive to temporarily disable it without removing it from your configuration.

*   Log in to your Zoho Inventory organisation.
*   Click the **Gear icon** in the top right corner.
*   Select **Customer Payments** under _Online Payments_.
*   Click the **gear icon** next to _Connected Payment Terminals_ or **Manage** next to _Pine Labs_.
*   Hover over the terminal device you want to mark as inactive and click the **More** icon.
*   Click **Mark as Inactive**.

### Troubleshoot Terminal Payment Setup

If Zoho Inventory does not accept the terminal value, check the details in your provider dashboard and try again.

Use this checklist:

*   Confirm that you copied the value from the correct terminal setup.
*   Check whether the provider generated a new authorization code after the previous one expired.
*   Confirm that the terminal is active in the provider dashboard.
*   Verify that you selected the matching provider in Zoho Inventory.
*   Contact your payment provider if the terminal value is not visible in the provider dashboard.

After correcting the details, update the provider settings in Zoho Inventory and save the changes.