• The Collect Payment button: You can find the Collect Payment  button in all the records in the Pipeline module.
1. If the payment link is not activated yet, you can do it from the pipeline record page.
2. Click on the record to find the Collect Payment button.
3. Click Get Started. You will be prompted to create a Zoho Checkout account.
4. If you already have a Checkout account, you can directly select the Checkout account, or you can quickly create one by providing the necessary details.
5. In the next step, based on your country, you will see the available payment gateways from the following options: Razorpay, Stripe, Paytm, and PayPal. Connect your preferred payment gateway to get started.
   
   
• Payments Settings: You can find the Payments tab inside the settings.
1. Go to Settings > Organizations > Payments, and follow the steps mentioned above.
   
   

Payment Gateway Integrations

To integrate Stripe with Bigin 

1. Navigate to Settings > Organization > Payments > Stripe > Connect.
2. You will be redirected to the Stripe website. If you already have a Stripe account, log in. Otherwise, you can create a new account.
3. You will be asked to enter a OTP, that will be send to your respective mobile number.
4. Once you enter your OTP, you will be able to login into Stripe. After this, you will be able to integrate it with Bigin.
   
   

To integrate Razorpay with Bigin

1. Navigate to Settings > Organization > Payments > Razorpay > Connect.
2. You will be redirected to the Razorpay website. If you already have a Razorpay account, log in. Otherwise, you can create a new account.
3. After logging in, you can authorize. You will be integrated with Bigin. 
   
   

To integrate Paytm with Bigin

1. Navigate to Settings > Organization > Payments > Paytm > Configure.
2. Enter your Paytm Merchant ID and Merchant Key and click on the Confirm button to integrate Paytm with Bigin.  
   
   
   

To integrate Paypal with Bigin

1. Go to Settings > Organization > Payments > Paypal > Connect.
2. You will be redirected to the Paypal website. If you already have a Paypal account, log in. Otherwise, you can create a new account.
3. After logging in, you can authorize and you will be integrated with Bigin.
   
   

Collecting Payments via Payment Links

1. Click the Collect Payment button in a pipeline record.
2. Choose your preferred Amount Type: 
• From the Amount Field: This type collects the amount mentioned in the amount field in the pipeline record. If you have multiple currency type fields in your account, you can choose a desired field from the provided picklist.
• Fixed Amount: You can enter a fixed amount that your customer needs to pay. Remember, it cannot be changed once the link is created.
• Decided by Customer: With this type of amount, you can let your customers choose the amount they want to pay, and you can define a minimum amount that can be paid.  This field can be used in scenarios like donation.
3. After choosing a type, you can set a due date for the payment. The due date is the anticipated date for payment.
4. Apart from the due date, you also have the option to choose a grace period. A grace period is like an extended due date. Once the grace period ends, your customers will no longer be able to make payments.
5. You can also add a description about the payment.
6. Once you are done, click on the Create Link button. Your payment link will be created.
   
   
7. Once you create the link, you can share it right away with your customer via email or copy the link and use it anywhere required.
   
   
8. Your customers can make payments using the provided link. The payment status in the related list updates based on their action:
   
• Received: Payment has been successfully completed.
• Failed: Payment was unsuccessful.
• Overdue: Payment is past the due date.
• Pending: Awaiting payment.
• Expired: Payment link is no longer valid.
  
  
9. If no grace period is configured, the payment link will expire on the due date. If a grace period is added, the link will expire on the due date plus the number of grace days. For example, if the due date is June 15, and the grace period is 10 days, the link will expire on June 25.
10. You can only delete a payment link before any successful payment is made.

Deactivating Payments

You can deactivate any of the gateways any time you want. To deactivate a gateway, go to Settings > Organizations > Payments > Deactivate.

You can also disconnect from the gateways; to do so, go to Settings > Organizations > Payment > Disconnect button.

Dashboards   

1. Go to Dashboards > + Component > Chart.
2. Assign a name to the component as required.
3. Choose Payments as the module.
4. Set the measure to one of the monetary fields from the Payments module that you wish to visualize in the chart.
5. Group the data by Created Time or any other field of your preference.
   
   

Use cases 

From the Amount Field

Fixed Amount

Decided by Customer