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General
Customers & Vendors
Opening Balance
Items
Banking
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Quotes
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Invoices
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Users and Roles
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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?
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
I’m not able to find any transaction 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?
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