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Advance payments can be recorded either as an invoice payment or a credit note and both are displayed as unused credits on the contact details page. Both can be applied to invoices and credit notes can be refunded.

To refund the excess invoice payment,

• You will need to first raise a credit note(/invoice/kb/credits/use-credit-note.html) for the excess payment.
• Later, click on that credit note and select Refund by clicking on the More button.
• You can check the bottom of the same page to view the refund history

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How do I receive payments online?

Zoho Invoice supports several online payment gateways that make it easy for you to receive your payments in an instant. When you send out an invoice to your customer, simply enable the payment modes of your choice under the Payment Options field as shown below.

 

 

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I have configured payment gateways under my settings, but they’re not working for me.

Ensure you’ve followed the following two steps to receive online payments from your customers.

1) Include the payment gateway in your invoice – At the time of creating the invoice, select the payment gateway you have set up. You can do this in the ‘Payment Option’ section.

2) Ensure the placeholders are placed in the notification email – Check for the payment link URL in the notification email you send to your customer. If the payment link is not included, then you can add it by following the steps below:

• Go to Settings – Email templates – Invoice Notification.
• Click on the Show Mail Content option and tap on Insert placeholders – Online payment.
• Select Set this to default if you would like to save that template as your default template.
• Hit on the Save button to save the changes made.
  Best Zaps to Create when Using Invoicing Software 

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How do I add or delete a payment mode?

To set a payment mode, kindly follow the below-mentioned steps:

• Open the Contacts tab and select a customer
• Click on New Transaction and select Invoice Payment.
• You can select the payment modes from the Payment Mode drop down. You can also add your own payment mode by clicking +Configure Payment Mode.

To delete a payment mode, kindly follow the below mentioned steps:

• Click on the Payment Mode drop down and select +Configure Payment Mode.
• Hover over the options provided and a X symbol will be visible next to the option. Click on the symbol to remove the particular payment mode.
• Click on Save.

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