Setting up your Zoho Checkout account

Setting up your Zoho Checkout account

Zoho Sign's integration with Zoho Checkout enables you to collect signatures and payment in one single step. Follow the steps below to setup your Zoho Checkout account.
  1. When you add a payment field to the document, click Configure in the configuration pop-up to be redirected to Zoho Checkout.

  2. If your organization does not have a Zoho Checkout account, fill in all the necessary details and click Get Started to create your organization account. Alternatively, if your organization already has a Zoho Checkout account, you can simply join the existing organization account shown. After this, you will be redirected to the Zoho Checkout home page.

  3. Proceed with the on-screen instructions in the order shown to set up your payment gateway and payment page.
Setting up a payment gateway
  1. Click Set up a payment gateway. Based on your plan, you may add multiple payment gateways.

  2. Once the payment gateway has been successfully set up, its configuration status will appear as shown below. In this example, a Razorpay payment gateway has been successfully configured.

Creating a payment page
  1. Once your payment gateway has been successfully configured and made live, click Payment Pages on the toolbar to create a new payment page.

    1. Fill in the necessary details to set up the page, associate a payment gateway, and proceed.

    2. Click Preview at the top right to preview your payment page.

    3. You can also change the template of the payment page by clicking the Template option.

  2. Once the payment page has been completely set up, click Mark as Live to make it live. After the page has been made live, the window appears as shown below.

  3. Opening the Payment Pages tab from the toolbar displays all your payment pages and their configuration status.

  4. Once all the necessary steps to collect payments have been completed, your Zoho Checkout home page appears as shown below.

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