Record Payment for Invoice

There are multiple ways in which you can collect and record payments in Zoho Books based on your business needs:

Online Payment

Collecting payments online from your customers is one of the safest and fastest ways to get paid for your invoices. You can enable your customers to pay online by integrating Zoho Books with popular payment gateways. Depending on the payment gateway, your customers will be able to pay via their credit cards, debit cards, net banking, and other payment options offered by the payment gateway.

Find the payment gateways that can be integrated with Zoho Books and set them up.

How Online Payments Work in Invoices

Once you set up a payment gateway integration, by default, the payment gateway will be marked as the mode of payment in the invoice under the online payments section. When you send this invoice to your customer, they will be able to pay online using one of the available payment options.

If you have configured multiple payment gateways, you can select the payment gateway through which you want to receive payments from your customers. Here’s how:

Note: If you select more than two payment gateways, Zoho Books will automatically use the payment gateway that you integrated last with Zoho Books.

Now, your customer will be able to pay you from the Customer Portal, from the invoice email you had sent them, or from the invoice link you had shared with them.

Charge Customer’s Card

Another method of collecting payments from your customers is by charging your customers directly for an invoice using online payment gateways.

Prerequisite: Ensure that you have integrated Zoho Books with a payment gateway that supports charging a customer’s card.

Note: The payment gateways that support charging a customers card are, PayPal Payflow Pro, PayPal Payments Pro, Razorpay and Paytm.

Note: Ensure that you have the card details of the customer you want to charge and their consent to charge their card for the invoice.

To charge your customers:

Charge customer Charge proceed

Record Offline Payment

If you are receiving a cash payment for an invoice or through some other mode of payment, you can record the payment manually. To record payment:

Record Payment Payment Info

Next >

Payments Received

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