Skip to main content

painless payments with zoho books and paymennt

Make getting paid faster and easier than ever! paymennt is now integrated with Zoho Books. Zoho Books is online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.

This integration will make it easier for your customers to pay your Zoho Books invoices online using paymennt.

Before you start

Your user account must have Administrator permission to access this service

Log in to the paymennt Web Console​

To complete this integration, you must first login to the paymennt Web Console

Access Zoho Integration configuration​

From the side menu, Select "Integrations" -> "Zoho Books" as shown in the image below

admin zoho

Connecting your Zoho Books account​

  1. Click on "connect to Zoho Books" begin the integration

admin zoho connect

  1. Select the Xero Organization you would like to link to this paymennt account.

| paymennt supports connecting 1 single Zoho Organization per paymennt account. If you manage multiple paymennt clients and have multiple Organizations available to your Zoho account, make sure all of them are selected. You can specify which organization is linked to this specific paymennt account in the next step.

zoho authorize

  1. (Multiple Organizations Only) Selecting organization to link to your paymennt Account

If you have multiple organizations selected in Step 2 above, you will be prompted to select which one you want to link to your paymennt account. If you have only one selected Organization, you will not see a prompt.

The next steps explain how to add a "Pay Now" link to your Zoho PDF invoices

  1. Copy Custom payment URL from the "Zoho Books" screen on your paymennt account.

admin zoho connected

  1. Login to your Zoho Books Account

  2. Click Settings, select Templates, then click Invoices. Select the Invoice Template you wish to add payment link to and click Edit.

zoho invoices

  1. On the left side, select Footer, then click Add your bank details

zoho invoices

  1. In the text area, type "Pay your invoice online here" or any other phrase you would like to display on your invoice to instruct clients to pay. Next, highlight the whole sentence or part of it and click on the Create Link icon as shown below.

zoho invoices

  1. In the URL field, paste the URL copied from Step 1 above. Once added, click OK then click Preview. Now this statement will show at the bottom of your invoices.

zoho invoices

  1. Click Save to save your changes

  2. Click Settings, select Emails, then click Invoice Notifications. Select the Invoice Template you wish to add payment link to and click Edit.

zoho email

  1. Scroll and click on the Pay Now button in the email template. Replace the URL at the top with the URL copied in Step 1 above. Once done, click Save.

zoho email