Overview

Zoho Writer allows you to insert Pay Now links or buttons powered by Zoho Checkout into mail merge emails. Recipients can click the payment link or button in the email and complete the payment through the configured Zoho Checkout payment page.

This is useful for sending invoices, fee requests, subscription payments, or service charges along with payment links and collecting payments instantly from recipients.

Prerequisites

• A Zoho WorkDrive Team/Business subscription or a Zoho WorkDrive plan through Zoho One.
• A payment page must be created in Zoho Checkout.

Refer to: Set up an organization's payment page in Zoho Checkout

Steps

1. How to integrate a Checkout organization (admin only)

Before using payment links in mail merge emails, your org admin must configure and connect a Zoho Checkout organization.

1. Go to the Writer Admin Panel.
   
2. Navigate to Configuration > Payment Collection.
3. Click Choose Organization to select a Zoho Checkout organization.
   
   
   
   
   
   
4. Select an existing Checkout organization from the list.
   
   
   
   

2. How to configure and insert a payment link in mail merge emails

Prepare the template

1. Create your mail merge template.
2. Add the document content.
3. Connect your data source.
4. Insert the required merge fields into the template.

Configure mail merge output

1. Click Merge and send via email as the output option.
2. Select Email as attachment or Send as Link.
3. In the Message field, click the + icon.
4. Select Payment field > Setup payment field.

Configure the payment field

1. Select the payment page created in Zoho Checkout.
2. Choose one of the following payment amount options:
   • Fixed payment amount
   • Dynamic amount from merge fields
   • Allow the payer to enter the amount
3. Set the payment link expiry. By default, 24 hours from the payment link creation time is selected.
4. Map the required fields from the data source, such as:
   • Payer name
   • Email address
   • Mobile number
   • Amount payable
5. Choose the link format:
   • Payment link
   • Payment button
6. Save the configuration.
   
   
   
   

Insert payment link

1. From the Merge & Email dialog, click the + icon in the Message section, go to Payment Fields, and select Payment Link to insert the payment link into the email message.
   
   
   
   
   
   
2. Save and run the mail merge.
3. Recipients will receive the email with the payment link.

When recipients click the payment button or link, the Zoho Checkout payment page opens and allows them to complete the payment.

Note: Once the recipient completes the payment, it can be viewed in the merge logs. Detailed payment information can be accessed through Zoho Checkout.

4. What happens when Zoho Checkout integration is disabled?

Related articles

1. How to create a payment page in Zoho Checkout