Overview - Payment Links

When running a business, you might have to collect miscellaneous payments from your customers, such as an advance amount for a bulk sale or an adhoc payment apart from the invoice amount. Payment Links in Zoho Books lets you request, accept, and record an amount from your customers quickly through online payments.

How does a payment link work?

Life Cycle of Payment Links

A Payment link in Zoho Books can be created easily by selecting a customer and filling in a few details such as the amount you’re requesting and the link’s expiration date. You can then share this payment link with your customer through email. Your customers can pay you securely via the integrated payment gateway, and this payment will be recorded in the Payments Received module automatically. This payment can be applied to that customer’s invoice(s) later.

How is a payment link different from a retainer invoice?

A retainer invoice is a document that is created specifically to collect an advance amount from the customer, which can later be applied to an invoice. Whereas, a payment link is created for collecting any miscellaneous amount, not just an advance for an invoice. Moreover, unlike retainer invoices, you do not need a document per se to collect amount using payment links. You can instead share the links directly to customers and receive payments quickly.

Prerequisite: You must integrate your Zoho Books organization with at least one payment gateway to accept online payments using payment links.

Learn more about how payment links work in Zoho Books.

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