Getting Paid
When you’ve integrated your Zoho Payments account with apps such as Zoho Invoice, Zoho Books or Zoho Billing, customers will be able to make payments for their invoices and subscriptions. For this to be possible, once integrated, you will have to enable Zoho Payments as a payment option in the invoices you create.
Enable Payment Options
When your Zoho Payments account setup is complete and marked as active, it’s time to start collecting payments.
- Create an invoice or edit an open one.
- Scroll to the bottom of the invoice and you can find Payment Options.
- Check the box near Zoho Payments to enable payments via this gateway.
Once this is done, users will be able to make payments using invoices.
Note: Users will be able to enable Zoho Payments as a payment method only after the account’s status is Active and payments and payouts have been enabled.
Receive Payments
When you’ve enabled payment options and you’ve created invoices for your customers, here’s how they can make payments:
Invoices
Customers can pay for invoices in three ways:
- Go to the invoice link and click Pay Now.
- Go to the Client Portal, select an invoice from the Invoices module and click Pay Now. Â
Insight: Users will be able to make payments from the list view of the Invoices module as well.
- Go to the Client Portal, click Pay Now in the Outstanding Invoices section in the Portal Home page.
Subscriptions
Here’s how customers can pay for their subscriptions:
- Go to the Client Portal, and from the Subscriptions module, click the Pay Now link near unpaid invoices.
- Make payments from the hosted payment pages to sign up for your plans.
Once the payments have been made, you will be able to view the payment details in Zoho Payments and in the integrated app.