## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index Access the complete documentation index at: https://www.zoho.com/in/invoice/llms.txt Use this file to discover all available documentation pages before proceeding. # Set Up and Manage Zoho Payments in Zoho Invoice Zoho Payments is an online payment solution that lets you seamlessly collect one-time payments from your customers. In the India edition, you can collect payments in INR using UPI, cards, and net banking. **Note:** * Zoho Payments is available in the US and India editions. * Refer to the [Zoho Payments’ pricing page](https://www.zoho.com/in/payments/pricing/) to know the transaction charges. When you configure Zoho Payments in Zoho Invoice, it will automatically be available in all other Zoho Finance apps (Zoho Billing, Zoho Books, Zoho Commerce, Zoho Checkout, and Zoho Inventory). This allows for a unified and seamless payment experience across all apps. ## Set Up Zoho Payments To get started, you’ll have to create a new Zoho Payments account from Zoho Invoice or another Zoho Finance application. **Prerequisites:** * Ensure you are either the business owner or an authorized person to share business details and set up and manage Zoho Payments. * Keep the business details and documents handy to get started with Zoho Payments. To create your Zoho Payments account: * Go to _Settings_ and select **Online Payments**. * Click **Set Up Now** next to _Zoho Payments_. * Mark **I confirm that I am authorized to share business details, set up and manage Zoho Payments**. * Click **Set Up Zoho Payments**. Complete the setup by entering the details in the following sections: **Section** **Content** **Business Profile** Enter your basic business details. Provide the other required business-related details and documents based on the Business Type you select. **Business Representative** Share the details of the individual engaged in the direction and control of the business. Enter their details and submit the requested documents for verification. **Business Owners** Provide the details and documents of all the business owners with significant ownership (10% or more) in your business. **Branding and Public Information** Provide a payment descriptor for customers to identify payments from you and a customer support helpline for them to contact you. **Bank Account** Share the details of the bank account in which your payout should be deposited. * Enter the required details and click **Save and Next** at the end of each section. * Review the details on the _Summary_ page. * Mark **I agree to the Terms of Service and Privacy Policy of Zoho Payments** and click **Submit**. Once done, you will be redirected to Zoho Invoice. Here, you can view the details of your Zoho Payments account, like your Account Status and Account ID, and configure your settings. Learn more about [setting up Zoho Payments](https://www.zoho.com/in/payments/help/getting-started/setup/). **Note:** It might take up to 2 days for a new Zoho Payments account to be [verified and activated](https://www.zoho.com/in/payments/help/getting-started/verification/). ## Collect Customer Payments ### Enable Payment Options Your customers can pay you through Zoho Payments if you’ve enabled Zoho Payments as a payment option in your invoices. **Note:** You can enable Zoho Payments as a payment option only after the account is active. Here’s how to enable payment options: * Go to the _Invoices_ module. * Create a new invoice with the necessary details. * Scroll to the bottom of the page and check **Zoho Payments** as a payment option. ![Payment Option](/in/invoice/help/images/zoho-payments/payment-option.png) **Note:** If you select multiple payment gateways, the last configured payment gateway will be used by default to receive payments. * Click **Save**. Your customers can pay you through the [payment methods](https://www.zoho.com/in/payments/help/settings/methods/) enabled in Zoho Payments. ### Receive Payments from Customers After you’ve enabled Zoho Payments in the payment options, your customers can pay through the shared link or the customer portal. To make payments, your customers will have to: * View the invoice from the customer portal or email. * Click the **Pay Now** button, and they will be redirected to the payment page. * Choose the payment method and click **Proceed To Payment**. * Enter the credentials or scan the QR and click **Pay**. **Insight:** Customers can also make payments from the invoices list page in the customer portal. Once the payment is successful, you will receive an email regarding the online payment made by your customer, and the invoice’s status will be marked as paid. The payment will be settled in your bank account during the next [payout](https://www.zoho.com/in/payments/help/payouts/). ## Edit Zoho Payments Settings If you want to update the account details or payment methods, you can edit the settings. **Note:** You might be requested to submit additional details or documents to verify the updated business or individual details. Here’s how to edit: * Go to Settings and select Online Payments. * Click **Edit Settings** next to _Zoho Payments_. You will be redirected to Zoho Payments. ![Edit Zoho Payments](/in/invoice/help/images/zoho-payments/edit-zoho-payments.png) * Make the necessary changes. * Click **Save**. Zoho Payments’ settings will be updated. ## Disable Zoho Payments If you don’t want your customers to pay you through Zoho Payments, you can disable Zoho Payments. **Warning:** Zoho Payments is synced across your Zoho Finance apps, so disabling it in one app will disable it in all other Zoho Finance apps. Here’s how to disable the integration: * Go to _Settings_ and select **Online Payments**. * Click the dropdown next to _Edit Settings_. * Select **Disable**. ![Disable Zoho Payments](/in/invoice/help/images/zoho-payments/disable-zoho-payments.png) * Provide a reason for disabling Zoho Payments, then click **Disable**. Zoho Payments will be disabled in Zoho Invoice.