Learn more about how payment links work in Zoho Invoice. Prerequisite: You must integrate your Zoho Invoice organization with at least one payment gateway to accept online payments using payment links. You can instead share the links directly to customers and receive payments quickly. Moreover, unlike retainer invoices, you do not need a document per se to collect amount using payment links. Whereas, a payment link is created for collecting any miscellaneous amount, not just an advance for an invoice. How is a payment link different from a retainer invoice?Ī retainer invoice is a document that is created specifically to collect an advance amount from the customer, which can later be applied to an invoice. All you need to do is set up taxes and Zoho Invoice will handle the rest. Capture all the required tax information for each transaction and share the breakdown with the customer. This payment can be applied to that customer’s invoice(s) later. The fully customizable invoice templates from Zoho Invoice lets you personalize the bills and build your brand. Your customers can pay you securely via the integrated payment gateway, and this payment will be recorded in the Payments Received module automatically. You can then share this payment link with your customer through email.
Payment Links in Zoho Invoice lets you request, accept, and record an amount from your customers quickly through online payments.Ī Payment link in Zoho Invoice can be created easily by selecting a customer and filling in a few details such as the amount you’re requesting and the link’s expiration date. When running a business, you might have to collect miscellaneous payments from your customers, such as an advance amount for a bulk sale or an adhoc payment apart from the invoice amount. Receiving Payments - Recurring Invoices.Associating Projects to Recurring Invoice.
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