Payments
Receiving Payments
- How do I record a refund for the advance payment I received from a customer?
- How do I record advance payment made to a vendor?
- How do I receive payments online?
- I have configured payment gateways under my settings, but they’re not working for me
- How can I remove the online payment link from my invoice notification mail?
- How do I record an advance payment from my customers and apply them to their future invoices?
- How do I add or delete a payment mode?
- How do I enable shipping charges and adjustments and include it in my invoices?
- How do I set my invoice due date?
- How do I send out customised reminders for my invoice payments?
- How can I import and export invoice payments?
- Can my customers edit their credit card details?
- How will I know if my client has enabled autocharge through the portal?
- How do I record multiple invoice or bill payments at once?
- I have associated a payment gateway to an invoice. My client is unable to find the option to pay for it. What should I do?
- How do I add my customer’s card or bank account to charge them?
- How do I charge my customer’s card or bank account?
- My customer paid an invoice today. However, they intended to pay on a later date. I’ve issued a refund from my bank. How can I record this in Zoho Books without deleting the invoice?
- I received payment for an invoice via ACH through Authorize.Net, but why hasn’t the invoice status updated in Zoho Books?
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 Zoho Books. How do I record it in Zoho books?
- What is the per-day and per-transaction limit for making direct payments from Zoho Books?
- What should I do if I forget the Secret PIN used to initiate vendor payments through HSBC and Yes Bank integration?
- Can I initiate vendor payments with the Kotak Mahindra Bank integration?
- Can I approve or authorise vendor payments in Zoho Books instead of my bank’s portal?
Paypal
- 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?
Razorpay
- How does this Razorpay - Zoho Books integration work?
- How to create a razorpay account?
- How to setup Razorpay?
- How do I get my Razorpay API credentials?
- What is the per transaction fee for Razorpay?
- In what frequency the settlement will be made?
- Does Razorpay offer sandbox environment?
- What are the payment modes supported by Razorpay? Can I accept reccuring payments too?
- How do I issue a refund using Razorpay?
- Will my customers be prompted for OTP while making auto-recurring transactions?
- Can I receive payments without activating my Razorpay account?
- What are the countries and currencies does Razorpay support?
- Whom should I contact when I have a query in Razorpay? Zoho Books or Razorpay?
- Are international credit cards supported in Razorpay?
- Is Razorpay PCI compliant?
- Why should I configure webhooks for Razorpay?
Stripe
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?
Yes
No
