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Our company has recently integrated ZOHO Payments into our system. This seemed really convenient at first because our customers could pay their account balance by clicking on a link imbedded in the emailed invoice. Unfortunately, we can't figure out how to match the payments in Banking. For example, the payment which is automatically recorded in the customers account is a total amount of $928 but the credit card fees are taken out before the payment hits the bank so the banking transaction comes through as $901.81 and can't be matched to the customer payment. At first we tried editing the payment to match the bank transaction but then it shows the invoice is not fully paid and leaves a balance on the customers account. I tried using the live chat feature to ask for a solution but the Zoho agent was unable to give me answers and said they would have to do some additional research and get back to me later.

Zoho Payments is an integrated feature in ZOHO Books so I thought there would be an obvious solution but I guess I don't know the program well enough to figure it out on my own. 

2 users have this question.
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  • 1 year ago

Hello
,

We notice that your query has been addressed during the call session you had with our support team. Should you require any additional assistance, feel free to contact our support team at support[dot]usa[at]zohobooks[dot]com. We will be happy to help you.

Regards,
Shireen Farhana
Zoho Cares

  • 1 month ago

I'd like to inquire how this was resolved?  I'm having the same issue.   Currently I match the deposit with the Zoho payments clearing transfer fund.  However, I can't figure out how to reconcile when a refund has been processed via Zoho Payments.  Once I process the refund in Zoho Payments, I then open the payment transaction in books and mark it refunded.  But now I have nothing to match my refund to and have been just carrying the refund balance over month to month because I can't figure out how to reconcile it.   Any help is appreciated. 

  • 9 days ago

Hello Billing,

Thank you for using our forum.

We see that you have already connected with our support team, and we’ve requested a call back to better understand your scenario. To assist you effectively, we would need more details on how you have recorded the current payment, the refund, and the context behind the refund.

Could you share your available time slots for a call? This will help us guide you through the reconciliation process.

Regards,
Basil Roy
Zoho Cares.

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