## 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. # Zoho Payments Terminal Payments Zoho Payments Terminal lets you collect customer payments through a terminal connected to your Zoho Payments account and record them in Zoho Inventory. Zoho Payments uses an account-based connection — no terminal codes or credentials are required. Zoho Inventory connects to your Zoho Payments account through a secure authorisation process. **Insight:** Zoho Payments uses an account-based connection — no terminal codes or credentials are required. Ensure you have an active Zoho Payments account before you begin. ### Set Up Zoho Payments Terminal To connect Zoho Payments, you sign in to your Zoho Payments account directly from Zoho Inventory. No terminal codes or credentials are required — the connection is established through Zoho Payments’ authorisation flow. To set up Zoho Payments 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 _Zoho Payments_. * Click **Connect Now**. * You will be redirected to Zoho Payments to authorise the connection. * Authorise Zoho Inventory to access your Zoho Payments account. * You will be redirected back to Zoho Inventory once the connection is established. Zoho Payments Terminal will be connected to your Zoho Inventory organisation. * * * ### Configure Payment Terminal After connecting Zoho Payments, you can add and manage your terminal devices to process in-person payments at your store. 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 _Zoho Payments_. * Under the **Terminal Devices** tab, click **Add Terminal Device**. **Field** **Description** **Terminal ID** The unique identifier assigned to the Zoho Payments terminal device. This can be found in your Zoho Payments dashboard under _POS Terminals_. **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. This is pre-set to Zoho Payments. * Click **Save**. * * * ### 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_. * * * ### Record Zoho Payments Terminal Payments After setting up Zoho Payments Terminal, you can record payments received through the 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 **Zoho Payments** as the **Payment Mode**. 6. Enter the Zoho Payments 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. * * * ### More Actions You can manage your existing Zoho Payments terminal devices using the following actions. #### Delete Terminal Device You can delete a 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 _Zoho Payments_. * Hover over the terminal device you want to delete and click the **More** icon. * Click **Delete** and **OK** to confirm the action. #### Edit Terminal Device You can update the details of an existing 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 _Zoho Payments_. * Hover over the 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 **Manage** next to _Zoho Payments_. * 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: * 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.