Account Information

1. Under Account Information, enter your Publishable Key and Secret Key.
   
2. Select the required Currency in which you wish to receive payments.
   
3. Enter the Payment Amount. You can either set a fixed amount for payment or autofill the Payment Amount with a value from a form field.
   
4. Under Payment Method, you can either choose Card or all the payment methods enabled in your TotalPay account.
   
1. Use Available Payment Methods in TotalPay Checkout: Enables all supported methods in TotalPay.
2. Card: Restricts payment to card transactions only.
   
5. Two-Step Payments: If you want to verify transactions before capturing payments or when payments need to be processed after additional approvals, you can enable the DMS mode option.
   

When a payment is initiated in DMS mode, TotalPay processes the transaction as an authorization request instead of directly capturing the funds. The payment amount is reserved on the customer’s card but not deducted yet. Authorized transactions are placed in a capture request queue in the TotalPay admin panel. Businesses can manually review, approve, or reject these transactions. Once approved, the transaction is captured, and the funds are deducted from the customer’s account. Businesses can monitor all pending capture requests in the TotalPay admin panel. If necessary, they can choose to release the hold instead of capturing the payment, allowing the funds to return to the customer. Learn more

Note: Partial payments are not supported in DMS mode. Any partial payment made will not be reflected in records.

Webhook Configuration

1. Copy the Webhook URL (e.g., https://forms.zoho.com/zftotalpayhook)
   
2. Log in to your TotalPay Developer Dashboard.
   
3. Navigate to Webhook Configuration.
   
4. Paste the copied Webhook URL from Zoho Forms.
   
5. Perform a test payment in Zoho Forms and check if the payment status updates automatically.

Payment Information
You can change the default Description and include form responses in the description by clicking the   icon.

Customer Information

You can include the Email, Name, and Birth Date of your customer by mapping them to your form fields. A new customer with these details will be created in your TotalPay account each time a payment is received via Zoho Forms.