Zoho Invoice

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Recording Payments

In this section, we’ll look at the ways in which you can record payments for retainer invoices.

Collecting Online Payments

You can integrate these online payment gateways with Zoho Invoice to receive online payments from your customers.

Once you’ve integrated a payment gateway, you can configure the payment options when you create a retainer invoice and send it to your customer.

Create Retainer

Your customers would receive the retainer invoice in an email along with a payment link. They can click that link to make payment for the retainer invoice.

Online Payments via Client Portal

If you have enabled Client Portal for your customers, they will be able to view the retainer invoice in their respective portal. They can pay for the retainer invoices from the portal directly.

Create Retainer


Manually Charge your Customer

You can also manually charge your customer by storing their credit card information in Zoho Invoice.

Manually Charging Customer

Manually Charging Customer

Manually Charging Customer

Manually Charging Customer

Insight: The customer’s card information will be stored in the payment gateway you use for the auto-charge feature.


Recording Offline Retainer Payment

In cases where you have created and sent a retainer invoice to your customer and they have made the advance payment in person or through an offline method such as a bank transfer,

Record Payment

Record Payment


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