Basic Functions in Payment Links

Let’s take a look at how you can enable and create a payment link in Zoho Books.

Enable Payment Links

To create payment links in Zoho Books, you will have to enable the Payment Links module first. To do this:

Enable Payment Links

Once you enable this option, the Payment Links module will be available in the left sidebar under Sales.

Create Payment Link

To create a new payment link:

Create Payment Links
Fields Description
Customer Name Select the customer for whom you are creating the payment link.
Payment Amount Enter the amount that you want to request from the customer.
Link Expiration Date Select the date on which the payment link should expire. By default, this will be 15 days from the date of creating the link. Once expired, the payment link cannot be accessed.
Description Enter a short note on why you’re collecting this payment. This will be visible to your customers in the payment page.

Once you’ve created the payment link, a shortened URL and an automated Reference # will be generated for the link.

Send Payment Link

You can share the payment link with your customer through an email, requesting them to pay you online. Here’s how:

Send Payment Links Send Payment Links

An email, as shown in the Email Preview, will be sent to your customer requesting them to pay you online using the payment link.

Pro Tip: You can also copy the payment link by clicking Copy Link and then share it with your customers directly.

Insight: You can check if your customer has viewed the payment link. When a customer has viewed a payment link, an eye icon will be displayed next to the corresponding payment link’s status.

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