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A Brief Look at Zoho Checkout

As we come to our finale of the Zoho Finance Suite brief overview lets, we will finish up with Zoho Checkout. Capturing a payment is simple with Zoho Checkout. Now we know what you are thinking. Didn’t we just cover collecting payments with Zoho Subscriptions? The answer is yes. While they both share some similarities, they have fundamental differences. Think of Zoho Checkout as the dummied down version of Subscriptions. Zoho Subscriptions is a sophisticated subscription management tool where you can set up a subscription trial period, discount coupon support, upfront charges, offline subscriptions, and proration handling. With Zoho Checkout, it is just simple payments without the advanced management tools.

Keep It Simple

Zoho Checkout is the perfect solution for businesses looking to collect a one-time payment or recurring payment through their website. With a quick and easy tool to create a custom payment page, you don’t need to be tech-savvy to set this up! Once this your payment page is set up, you can use a payment button to embed it to your website or attach it to an email that will redirect the client to your payments portal page through Zoho.

International Solution

Like the rest of the Zoho Finance Suite, there are many options for a payment gateway such as Stripe, WePay, Razorpay, PayPal, and many more. Of course, you also can rest assured that these transactions are secure. All payments are processed through SSL encryptions and Payment Card Industry Data Security Standard. Keep in mind too that with all of these payment portal options, global operations are supported. With Zoho being the international cloud-based solution powerhouse that it is, they are continually working to connect global interactions better. Lucky for you, this means you can be a US-based merchant and sell worldwide with little difficulty.

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Strength in Numbers

Are you running a drip marketing campaign? Have complex multistage workflows and rules that trigger different steps in your campaign? Why not have some of those final triggers send an email out that sends the payment portal straight to your client. Embed that Zoho Checkout button into those last emails and create workflows that pull the client’s information for them when they click it. Go after your clients, the more people you are able to reach the more revenue can potentially be generated. Numbers don’t lie and you should use this to your advantage. Don’t worry if this sounds like it is getting a little too complicated the Zenatta Team is always here for you to help implement this for your business.

Let us take a brief look at the initial setup of your payment portal.   

-First, go to checkout.zoho.com

Zoho Checkout Getting Started

Here you can see the 4 easy steps. We will go ahead and skip step one for this demo.

Next, click on #2 Create your first payment page.

A New Payment Page will appear.

Zoho Checkout Payment Setup Page

For this example we can clearly identify the following:

  • Title of Product or Service
  • Description of Product or Service
  • Amount of Product or Service
  • Payment Frequency
  • Terms & Conditions
  • Personalized Message After Successful Payment
  • Expiration (if needed)
  • Template

Once complete on to the Payment Page to capture the client’s payment.

Zoho Checkout Payment Capture Page

You have now created your first payment page. Whether you choose to use a button or hyperlink both will take you to Zoho Secure Pay to complete the transaction.

It doesn’t get much easier than that! Interested in testing out this product? Click here for a free trial.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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