## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/in/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Paytm Payment Gateway

Paytm enables businesses to accept customer payments online. Configure Paytm in Zoho Inventory using your merchant credentials to allow customers to make payments for invoices through Paytm.

**Note:** This setup applies to the India edition of Zoho Inventory.

### Obtain Paytm Credentials

Before you configure Paytm in Zoho Inventory, you must obtain your merchant credentials from the Paytm Business Dashboard.

To obtain the credentials:

*   Sign in to the Paytm Business Dashboard or the Paytm for Business mobile app.
*   Click **Developers** in the left navigation menu and select **API Keys**.

![screen shot of paytm API](/inventory/help/images/terminal-payments/paytm/paytm-api.png)

*   Choose the required environment:
    *   **Staging** – for testing transactions.
    *   **Production (Live)** – for actual customer transactions.
*   Locate your **Merchant ID (MID)** on the API Keys page or under your account profile details.
*   Click **Generate Now** to create or reveal your **Merchant Key**.
*   Copy the **Merchant ID** and **Merchant Key**.

Keep these credentials ready before proceeding with the setup in Zoho Inventory.

**Insight:** Use Production (Live) credentials when configuring Paytm in your live Zoho Inventory organization. Staging credentials can be used for testing purposes.

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### Set Up Paytm

After obtaining your Paytm credentials, configure Paytm in Zoho Inventory.

To set up Paytm:

*   Log in to your Zoho Inventory organization.
*   Click the **Gear icon** in the top-right corner to go to Settings.
*   Select **Customer Payments** under _Online Payments_.
*   Click **Set Up Now** next to **Paytm**.
*   Click **Add Merchant ID** next to _Configure Payment Terminal_.
*   Enter the following details copied from Paytm:
    *   **Merchant ID**
    *   **Merchant Key**
*   Click **Save**.

Paytm will be configured successfully and will be available as a payment option for your customers.

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### Configure Payment Terminal

After setting up Paytm, you can add terminal devices to your merchant accounts to enable in-person payment collection.

#### Add Terminal Devices

You can add terminal devices to a merchant ID to process in-person payments through specific Paytm hardware.

To add a terminal device:

*   Log in to your Zoho Inventory organization.
*   Click the **Gear icon** in the top-right corner to go to Settings.
*   Select **Customer Payments** under _Online Payments_.
*   Click **Manage** next to _Paytm_.
*   Hover over the merchant ID to which you want to add a terminal device.

Fill in the following details:

**Field**

**Description**

**Terminal ID**

The unique identifier assigned to the Paytm terminal device.

**Terminal Name**

A name to identify and distinguish the terminal device within your organisation.

**Payment Gateway**

The payment gateway assigned to process transactions through this terminal.

*   Click **Save**.

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### Record a Terminal Payment From an Invoice

Use the invoice’s _Details_ page when you want to record payment for a specific invoice.

To record a terminal payment from an invoice:

*   Go to the **Invoices** module under _Sales_ from the left sidebar.
*   Select the invoice for which you want to record payment.
*   Click the **Record Payment** dropdown.
*   Select **Record Payment**.
*   Enter the amount received.
*   Select the terminal payment provider in the **Payment Mode** field.
*   Enter the terminal transaction reference or authorization details shown by the provider.
*   Click **Record Payment**.

If the full invoice amount is recorded, the invoice status changes to _Paid_. If only part of the invoice amount is recorded, the invoice status changes to _Partially Paid_.

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### Record Paytm Terminal Payments

After setting up Paytm, you can record payments received through the Paytm terminal from the _Payments Received_ module.

To record the payment:

1.  Go to the **Payments Received** module under _Sales_ from the left sidebar.
2.  Click **\+ New** in the top right corner.
3.  Select the customer from whom you received the payment.
4.  Enter the amount received.
5.  Select **Paytm** as the **Payment Mode**.
6.  Enter the Paytm terminal transaction details.
7.  Apply the payment to the customer’s invoice.
8.  Click **Save**.

The payment will be recorded against the selected customer and invoice.

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### More Actions

You can manage your existing Paytm terminal devices using the following actions.

#### Edit Terminal Device

You can update the details of an existing terminal device at any time.

*   Log in to your Zoho Inventory organization.
*   Click the **Gear icon** in the top-right corner to go to Settings.
*   Select **Customer Payments** under _Online Payments_.
*   Click **Manage** next to _Paytm_.
*   Hover over the terminal device you want to edit and click the **More** icon.
*   Make the necessary changes and click **Save**.

#### Mark a Terminal Device as Inactive

You can mark a terminal device as inactive to temporarily disable it without removing it from your configuration.

*   Log in to your Zoho Inventory organization.
*   Click the **Gear icon** in the top-right corner to go to Settings.
*   Select **Customer Payments** under _Online Payments_.
*   Click **Manage** next to _Paytm_.
*   Hover over the terminal device you want to mark as inactive and click the **More** icon.
*   Click **Mark as Inactive**.

#### Delete Terminal Device

You can delete a terminal device that is no longer needed.

*   Log in to your Zoho Inventory organization.
*   Click the **Gear icon** in the top-right corner to go to Settings.
*   Select **Customer Payments** under _Online Payments_.
*   Click **Manage** next to _Paytm_.
*   Hover over the terminal device you want to delete and click the **More** icon.
*   Click **Delete** and **OK** to confirm the action.

### Troubleshoot Terminal Payment Setup

If Zoho Inventory does not accept the terminal value, check the details in your provider dashboard and try again.

Use this checklist:

*   Confirm that you copied the value from the correct terminal setup.
*   Check whether the provider generated a new authorization code after the previous one expired.
*   Confirm that the terminal is active in the provider dashboard.
*   Verify that you selected the matching provider in Zoho Inventory.
*   Contact your payment provider if the terminal value is not visible in the provider dashboard.

After correcting the details, update the provider settings in Zoho Inventory and save the changes.