WeChat Pay for Zoho CRM
Installing the extension
To install the extension:
- Navigate to Setup > Marketplace > All.
- Click All Extensions, then browse for and click WeChat Pay.
- Click Install Now.
- Agree to the Terms of Service and click Continue.
- In Choose Users/Profiles, select one of the following options:
- Install for admins only
- Install for all users
- Choose profiles
- If you select the Choose profiles option, check all the profiles you want the extension to install for and click Confirm.
The extension will be installed for the selected users. - In Extension Settings, enter the Merchant ID, App ID, and Key.
- Click Save.
Note:
- To obtain Merchant ID, go to pay.weixin.qq.com > Account Center > account settings > Merchant Information
- To obtain App ID, go to mp.weixin.qq.com > Development > Basic configuration for App ID
- To obtain Key, go to pay.weixin.qq.com > Account Center > account settings > Api security
Define payment settings
The WeChat Pay application is designed with its basic currency as Chinese Yuan (CNY) . So the final invoice amount has to be in Chinese Yuan. This can be achieved by any of the following.
- In Company Details page, select China as your country (only if applicable to you)
- Enable the multi currency option and add CNY to the currency list in Zoho CRM
- If neither applies to you, fill the Grand Total (CNY) field to have a equivalent amount in Yuan within the Invoices module.
Sending payment request
You can send an invoice to the contact associated with a valid email address. Alternatively, you can use the QR code from the Business Card widget for immediate payments (scan and pay) for non-email users.
- Click the Invoices Module.
- Open the desired invoice to be sent from the list.
- Ensure the invoice has a contact associated along with the email address.
- Click Send Invoice - WeChat Pay.
The invoice along with the QR code will be sent to the contact's email and a note will be added under the Invoice module. The contact has to scan the QR code from their WeChat mobile app and make the payment. The validity of a QR code will be only two hours.
If you revisit the invoice after the expiry in Zoho CRM, the QR code will be auto-regenerated in the Business Card widget and can be shared again. However, if the customer access an expired QR code in the mail sent, you have to regenerate the QR code and send it again.
Once the payment has been made, a record for the payment will be added under the WeChat Pay payment History module. A note will be added for successful payments. You will also receive a SalesSignals notification for the payment made.
If you revisit the invoice after the expiry in Zoho CRM, the QR code will be auto-regenerated in the Business Card widget and can be shared again. However, if the customer access an expired QR code in the mail sent, you have to regenerate the QR code and send it again.
Once the payment has been made, a record for the payment will be added under the WeChat Pay payment History module. A note will be added for successful payments. You will also receive a SalesSignals notification for the payment made.
If you add more line items after receiving the payment, you can send the invoice again. However, the QR will only be generated for the remaining amount to be paid.
Withdraw payment request
When you send an incorrect invoice and want to change it, you can revoke the payment code.
To invalidate a QR code:
- Click Invoices Module.
- Open the desired invoice to be sent from the list.
- Click Revoke Payment - WePay.
- Click Confirm.
The QR code sent will become invalid and the same will be communicated to the user via email.
Also, when a change is made to Line Items and Subject, the existing QR code will be made invalid and the new QR code will be auto generated.
Uninstalling the extension
To uninstall the extension:
- Go to Setup > Marketplace > All.
- Under All Extensions, you can view all the installed extensions.
- Browse for WeChat Pay and click the corresponding Uninstall link.
- Click Ok to confirm and uninstall the extension.
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