10/19/2023 0 Comments Zoho invoice![]() ![]() 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. Track your quotes The Quote History section lets you keep track of the discounts, note changes, and monitor interactions with your customers. Whereas, a payment link is created for collecting any miscellaneous amount, not just an advance for an invoice. Once you get your client's approval of a quote, convert it into an invoice without having to re-type the information. ![]() 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. This payment can be applied to that customer’s invoice(s) later. 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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