Getting Paid

Getting Paid
Enable Payment Options
Receive Payments

When you’ve enabled Zoho Payments within apps as Zoho Invoice, Zoho Books, Zoho Billing, Zoho Inventory or Zoho Checkout, customers will be able to make payments for their invoices and subscriptions. For this to be possible, 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 Customer Portal, select an invoice from the Invoices module and click Pay Now.

Insight: Users will be able to make payments from the list view of the Invoices module as well.

Go to the Customer 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 Customer 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 your Zoho Finance app.