Payments
Receiving Payments
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How do I record a refund for the advance payment I received from a customer?
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I have configured payment gateways under my settings, but they’re not working for me
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How can I remove the online payment link from my invoice notification mail?
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How do I record an advance payment from my customers and apply them to their future invoices?
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How do I enable shipping charges and adjustments and include it in my invoices?
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How do I send out customised reminders for my invoice payments?
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How will I know if my client has enabled autocharge through the portal?
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How do I add my customer’s card or bank account to charge them?
Making Payments
- My employee has made a payment to a vendor on my behalf. How do I record this in Zoho Books?
- I have added the opening balance amount for my vendor and have made a payment outside of Zoho Books. How do I record it in Zoho books?
Payment Gateways
- When I try to match a payment made through Stripe, it shows up as a double income in Zoho Books. What am I doing wrong?
- How do I record a credit card refund issued via Stripe?
- I have integrated the PayPal payment gateway and added a PayPal bank account. But the payments I receive are collected under Undeposited Funds. What should I do?
- My customers are facing a problem while trying to make a payment using PayPal Business. What should I do?
- Which currency should I choose while setting up Braintree for Zoho Books?
- I’m not able to find any transactions in my Stripe Clearing account even though integrated my Zoho Books organisation with my Stripe account. What should I do?
Other Actions
- What is the difference between recurring invoice and auto charge?
- How do I change the default payment mode while recording payments for my invoices?
- How can I view a payment receipt for an invoice?
- How can I print a payment receipt?
- Can I export my payment I make as PDF files?
- How do I delete invoice payments that have already been recorded?
- I want to send an acknowledgement thanking my customers for their payment
- How do I void a payment?
- How do I write off vendor advance?
- How do I transfer the customer advance from one customer to another?