Payments

There are different ways of handling payments in Zoho Subscriptions.

Recording an Offline Payment

You can record offline payments manually. To record a payment, follow the below steps.

Record a customer payment

Configuring Payment Modes

The Payment Modes defines how a merchant receives his/her payment from their customer i.e., via cash, check or bank transfer etc.

Create a New Payment Mode

To create a new payment mode,

Create a new payment mode

Rename an existing Payment Mode

To rename an existing payment mode,

Rename an existing Payment Mode

Delete a Payment Mode

To delete a payment mode,

Note: If a default payment mode is deleted, Cash will be marked as the next default payment mode.

Delete a Payment Mode

Default Payment Mode

To mark a payment mode as default,

Note: By default, Cash will be the default payment mode until it’s otherwise changed.

Default Payment Mode

Refunding a Payment

You can only make refunds for successful payments (transaction type: payments, status: success). Further, you cannot refund offline payments through Zoho Subscriptions.

Here’s how you can refund a payment.

Note: In Zoho Subscripitons, when a refund is processed, the system will automatically create a credit note for that customer and will issue the refund via this credit note.

Incase of offline refunds, you have to first raise a credit note for that customer and refund the credit note.

Make a refund

Deleting a Payment

To delete a payment,

Delete payment

Deleting a Refund

To delete a refund,

Note: In Zoho Subscripitons, when a refund is processed, the system will automatically create a credit note for that customer and will issue the refund via this credit note. Hence, when you delete a refund, the credit note associated with that refund will become open and you have to delete that as well.

Delete Refund

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