How To Use Zoho Checkout | Zoho Checkout Tutorial 2024

Introduction to Zoho Checkout

Zoho Checkout is an online payment platform that allows businesses to securely accept payments online. It enables users to collect payments, manage subscriptions and invoices at scale. This guide will provide a step-by-step overview of key features in Zoho Checkout to help beginners learn how to start collecting payments quickly.

VIDEO TUTORIAL:-

Set up Your Zoho Checkout Account

First, you’ll need to visit Zoho Checkout’s website and sign up for an account. Provide basic details about your business like name, contact information, currency preferences etc. During initial configuration, you can connect payment gateways like Stripe or PayPal to receive settlements from Zoho Checkout. Custom domain names can also be linked for a branded experience. 

Configure Payment Options 

As you start using Zoho Checkout, the payments dashboard is where you can enable and manage all supported payment modes customers can use to pay you. Options include accepting payments using credit/debit cards, UPI, popular wallets, QR codes, EMI and more. Enable which payment methods align to your target customers for maximum conversions.  

Create Your First Payment Link

The next step is creating your first payment link that customers can use to pay instantly. Zoho Checkout offers customizable checkout page and payment confirmation templates to match your brand identity. Specify payment fields such as amount, currency, recurrence rules for subscriptions, tax rates and more to enable automated due collection on your terms. 

Accept Single or Recurring Payments

Use Zoho Checkout to create both one-time and recurring payment links to suit different business needs. For example, collect one-time payments for event tickets, eBooks or physical goods. For software, membership sites, ongoing services, leverage flexible options to charge customers automatically via weekly, monthly or custom subscription schedules.  

Send Payment Links via Email & SMS

Seamlessly deliver payment links to customers right from Zoho Checkout via email and SMS capabilities. Customizable templates allow tailored messaging to improve open and click-through rates. Alternatively, embed payment forms on your website, invoices or share self-service links for customers to checkout on-demand.  

Manage Customers & Payment Details

As payments get collected, Zoho Checkout centralizes customer and transaction data for easy lookup anytime. All contacts are searchable by name, company, location, orders and more. Individual customer profiles reveal order histories with status tracking from payment creation to bank settlement enabling personalized service at scale. 

Stay Updated via Alerts & Notifications

Proactively manage your store’s payment operations through Zoho Checkout’s real-time SMS and email alerts on order status changes. Choose from preset rules like payment reminders, payment failures or configure custom alerts for order value thresholds, inventory tracking and more.  

Simplify Accounting with Integrations

Connecting Zoho Checkout with business tools you already use like QuickBooks, Zoho Books, Tally simplifies accounting. Automatically sync payment details to relevant platforms eliminating manual data entry and reconciliation efforts. This way, you have a unified view across order management, payments, compliance and accounting activities.  

Gain Insights with Reports  

Leverage Zoho Checkout’s detailed reports around payments collected, bank settlements, reconciliation status, refunds, disputes, top customers and more to gain data-backed insights. Charts make usage behavior transparent to quickly spot trends while custom reports can track dimensions like sales rep performance tailored to your needs. 

In Summary

We’ve explored how easy it is for beginners to start accepting online payments using Zoho Checkout’s range of capabilities - from custom checkout forms to recurring billing to notifications and accounting integrations. Sign up today to reduce admin workload and get paid on-time, every time by collecting payments faster automatically.

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