Configuring Payment Gateways | Zoho Creator help

Configuring Payment Gateways

This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version.

1. What does this page cover 

Learn how to configure Payment Gateways for all payment transactions in your Zoho Creator account.

2. Availability  

  • This feature is only available in the trial and paid plans in Zoho Creator.
  • Only the super admin can configure Zoho Checkout, which serves as a prerequisite for payment gateway.
  • Admins and developers can configure payment gateways and link them to application workflows.
  • Admins can also enable or restrict access for specific applications.
  • The live users can make use of the payment gateways to transact in their account.
  • The availability of specific payment gateways depends on your data center and the country/currency selected in Zoho Checkout configuration.

3. Configuring and managing payment gateways

Notes
Note: Payment workflows rely on Payment Gateways powered by Zoho Checkout.

3.1 Configuring Zoho Checkout

Zoho Creator’s Payment Gateways are powered by Zoho Checkout, which must be configured to enable payment processing. This configuration defines key parameters, such as your business's country and currency, and determines which payment gateways are available.
If your Creator account is already linked to a Zoho Checkout organization (configured under System Integrations), you can proceed directly to setting up payment gateways. If not, you can configure Zoho Checkout from the Payment Gateways page by following the steps below.
  1. Navigate to Operations under the MANAGE section in your Zoho Creator account.
  2. Select Payment Gateways under Applications. Click Configure.
  3. Enter the required details in the Zoho Checkout configuration, including:
    • Country - Select the country where your business is registered to determine supported payment gateways.
    • Currency - Choose the transaction currency that matches your business operations.
    • State - Specify the state for regional compliance and gateway availability.

The available payment gateways will be listed based on your country and currency settings as configured. View the country-wise list of payment gateways here.
You can also configure Zoho Checkout by navigating to System Integrations.
On selecting the navigation icon present next to Zoho Checkout, you will be directed to the Zoho Checkout page. The Zoho Checkout organization details can be viewed under Operations > System Integrations.

3.2 Authorizing a payment gateway

Once Zoho Checkout is configured, follow these steps to authorize payment gateways,

  1. Under the Supported Gateways tab, select a payment gateway from the list.

  2. Click Authorize and provide the necessary credentials (such as authentication details).


    NotesNote: The credentials required depend on the authentication type supported by the third-party service. For OAuth 2.0, upon clicking Authorize, you will be redirected to the third-party service’s authorization page. You will need to enter your credentials and accept the requested permissions within 90 seconds to complete the authorization.

Once authorized, the gateway becomes available for use in payment workflows across all applications in your account.

3.3 Managing payment gateways

To manage an existing payment gateway:

  1. Click the More button (horizontal ellipsis) next to the required gateway.

  2. Choose from the following options:

    • Revoke - Removes the gateway’s authorization.
      • Upon clicking Revoke, a References pop-up will appear showing the applications and associated payment workflows that are currently using this gateway.
      • You can review, navigate, and resolve these references by clicking View before revoking them, if needed. Once you confirm, click Revoke and the authorization will be removed, the gateway will no longer be usable in those applications.
    • Update - Allows you to update a deprecated payment gateway. This option will only be visible if the selected payment gateway has been deprecated.

NotesNote: If only one payment gateway is configured and it is revoked, all payment workflows will stop functioning until a new gateway is set up.

You can manage Zoho Checkout by navigating to the System Integrations page or clicking the note present on the Payment Gateways page.

3.4 Providing application access

This tab allows you to control which applications in your Zoho Creator account can use the payment gateways you’ve authorized. Granting access is necessary for payment workflows in those applications to function.
  1. Navigate to the Application Access tab under Payment Gateways.

  2. Enable access to applications by switching the toggle that requires the use of authorized payment gateways. Click References to view all the workflows where the gateway is in use.
    • You can also disable them as required. Upon clicking Disable, you can view the application references before proceeding to disable.

Once access is granted, payment workflows within the selected applications can process payment transactions using the enabled payment gateways.    

3.5 Payment gateways in live and edit mode

You can also access and manage your authorized payment gateways directly from your application's edit and live mode using the Integrations slider.
  1. Open your application in Edit mode or Live mode.
    Edit mode:


    Live mode:
  2. Click the Integrations icon [] from the application panel to open the slider.
  3. Navigate to the Payment Gateways tab (if you've also configured Connections). You can view your Zoho Checkout details and Authorized Payment Gateways in this tab.
  4. Click the three dots icon next to a gateway to:
    • Revoke – Remove the gateway’s authorization from your account.
If you haven't configured Zoho Checkout or Payment gateways:
  1. Click Add New to authorize a payment gateway.
  2. Enter your payment authorization details in the popup that follows.

Only the gateways that are connected and have access to the current application will appear in this view. Similarly, you can also provide gateways access to applications from its live and edit mode.

            

4. Points to note    

  • You must first configure Zoho Checkout before adding gateways.
  • You can set up multiple payment gateways in your account and grant application access to use them within payment workflows.
  • Payment gateway availability depends on the country and currency configured in Zoho Checkout.
  • If a payment gateway is revoked, all associated applications will be unable to process payments until a new gateway is authorized.
  • If a payment gateway has been deprecated, you can update it to continue processing transactions when there is a new version available.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now










                                                                                                                            • Related Articles

                                                                                                                            • Understanding Payment Gateways

                                                                                                                              This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. Note: Payment workflows rely on Payment Gateways powered by Zoho Checkout. 1. In a nutshell Payment Gateways in Zoho ...
                                                                                                                            • Create payment workflow

                                                                                                                              Note: The existing version of PayPal, PayflowPro, and Payments Pro has been deprecated on 26th September, 2024 and none of the payment transactions will be processed after this date. To ensure uninterrupted payment processing, migrate to the latest ...
                                                                                                                            • Hotel management

                                                                                                                              This app has been published in accordance with Marketplace review process. For pricing details, you can refer to this page. Category - Hospitality Vendor - Zoho Corporation Pricing - Free Overview Say goodbye to thick registry books and run your ...
                                                                                                                            • Modes of an application

                                                                                                                              Overview Zoho Creator has two modes through which you can establish an application from start to finish. You can create an application from scratch or from a template and customize it according to your needs in an app-building space. During that ...
                                                                                                                            • FAQs: Zoho Creator - Starter Guide

                                                                                                                              This page covers essential insights into Zoho Creator, a low-code platform offering support for multiple languages, shared responsibility models, and the unique Deluge coding language, providing comprehensive assistance for your business needs. What ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources