![]() The solution also protects customer-specific credit card information and makes the payment process entirely secure with its PCI compliant pages. Zoho Checkout platform is absolutely secure, as it abides by SSL level encryptions. Thus offering a seamless branding experience. ![]() Users can even customise the payment pages by changing the existing looks, colours and fonts on the go. It allows users to create custom payment pages within minutes and start accepting payments quickly. Zoho Checkout is an online payment management solution that enables businesses to receive one time and recurring payments from individual customers, seamlessly. Click Record Payment and it will be recorded as a partial payment.What is Zoho Checkout and how does it work?.If the customer does not pay you the full amount, enter the amount you’ve received in the Amount Received field.Enter the payment details such as the Amount Received, Payment Date, and Deposit To account.Click Record Offline Payment to record the payment.Click the Record Payment dropdown on the top right corner of the page and select Record Payment.Select the invoice for which you want to record the payment. ![]() If you are receiving a cash payment for an invoice or through some other mode of payment, you can record the payment manually. Else, you will get an error message asking you to try again. If the transaction is successful, you will get an alert saying that the transaction has been processed and the invoice’s status will change to Paid.Enter all the details necessary for the payment gateway to process the payment and click Proceed.Enter the Amount to be charged and select a Payment Gateway from the dropdown.Click the Record Payment dropdown in the top right corner of the page and select Charge Customer.Select the invoice for which you want to charge your customer’s card.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. Select your preferred payment gateway through which you want to receive payments from your customer.Scroll down to the section below Terms and Conditions where you will see the list of payment gateways that you had integrated with Zoho Books.Select the invoice for which you want to select your preferred payment gateway and click Edit on the top bar.If you have configured multiple payment gateways, you can select the payment gateway through which you want to receive payments from your customers. When you send this invoice to your customer, they will be able to pay online using one of the available payment options. 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. 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.įind the payment gateways that can be integrated with Zoho Books and set them up. You can enable your customers to pay online by integrating Zoho Books with popular payment gateways. There are multiple ways in which you can collect and record payments in Zoho Books based on your business needs:Ĭollecting payments online from your customers is one of the safest and fastest ways to get paid for your invoices. Record Transactions For Customers/Vendors. ![]()
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