Zoho Online Payment Options

Zoho Online Payment Options

Hello,

Does anyone have experience setting up online payments in Zoho? Either through Zoho Books, Zoho Checkout, Zoho Sign, Zoho Forms, etc. Seems like there are a lot of options but I'm looking for something that will allow our customers to pay a dynamic value online based on the input of a field in Zoho CRM. Our service is commercial appraisals so every sale will be a different dollar amount and it seems like none of these options generate a dynamic value for the sale amount and want it hard coded. 

For reference, these are inbound calls from people interested in getting an appraisal, they agree and are sent an engagement letter to sign, we would like for them to sign the engagement letter and pay right away. Any thoughts on this would be GREATLY appreciated!


        • Recent Topics

        • Tip of the Week - Timeline User Filter for Dashboard

          Does the Date User Filter in your Dashboard leave out a few reports from filtering? This happens when the reports are not created over the same table and the (time) column over which the user filter is created.   To solve this, Zoho Reports has a Timeline User Filter. This filter applies the criteria on all reports, matching it with the best possible date column associated with a report. i.e., if your reports are based on a date column, then it will filter it for that data column.  To know more on
        • Zoho Forms Webhooks - Only sends on submission not on edit.

          Hi There, We have a slightly unique use case for Zoho Forms. We used Zoho Forms for the collection of Guest Lists. When a customer submits their guest list they get an email confirmation. Within this is a link for them to update their guest list before
        • Add Knowledge Base KB Articles to multiple categories

          Greetings,  Love you help center system.  One item that would be incredibly helpful to many of us would be able to add a single Knowledge Base KB article to multiple categories in our system.  It seems it could be quite easy to use a checkbox form, instead
        • Global Sets for Multi-Select pick lists

          When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
        • What does "Tickets for Review" do?

          What is the purpose of the va nilla view " Tickets for Review?"
        • Report of Leads/Accounts/Deals with no open activities

          How can we replicate the option in filter to only show Leads/Accounts/Deals with no open activities ? The option is present in the filters (please find screenshot) but I am unable to find them in the report. Thanks
        • Cannot set Subform Multiline field to read-only using Client Script

          I am using client script to set different subform fields as read-only It works for Single Line Fields, but when I try to set a Multiline field as Read-only it doesn't work var subform = ZDK.Page.getSubform("Subform_1"); var item_Code_old = subform.getField('Item_Code_Old').setReadOnly(true);
        • Changing Color Theme of Guided Conversations

          Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!
        • Lost the ability to sort by ticket owner

          Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?
        • Can't login to Zoho mail

          I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few
        • Social Media Simplified with Zoho Social: Bridge sales and social media marketing

          Social media marketing has become the go-to strategy for most businesses who are trying to boost awareness of their product/service, create a brand image in the minds of their audience, increase website traffic and engagement, and generate leads. Posting
        • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

          I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
        • Work Orders / Bundle Requests

          Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of
        • Create Quote does not show the "Product Description" entered as part of the Product setup.

          The product description created as part of the product setup page, does not show in the Create Quote module; The module allows for an additional description to be added but without access to the original stored description. By selecting the product from the "Product Name Lookup" pop-up, the "Product Description" part should be populated from the product record where the user is allowed to further modify it.
        • Allow Itemization for Recurring Expenses

          For whatever reason, one cannot itemize a Recurring Expense. This capability should be added. The use cases to support this is largely the same as what they were to allow for itemization in Expenses. Anything that would need to be itemized for a regular
        • Feature Request – Auto-Save Draft for Interview Assessments

          Hello Zoho Recruit Team, I’d like to suggest a feature that would be incredibly helpful for recruiters conducting multiple interviews. Currently, when filling out an Interview Assessment, there is no option to auto-save progress as a draft. At times,
        • Issue Saving Workflow Rule – "Unable to Process Your Request" Error

          Dear Zoho Recruit Support Team, I am experiencing an issue while trying to integrate a new rule into a workflow. Specifically, I am setting up a Follow-Up workflow for applicants, where a user is assigned based on specific requirements. However, when
        • Error 403: Forbidden When Updating Email Signature via API

          Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden
        • Introducing LeadChain in Bigin to sync leads from Social Ads easily

          We're excited to introduce a new topping in Bigin called LeadChain by Zoho Social. LeadChain instantly syncs lead information from social media lead ads to Bigin, making it easier to turn them into customers. It also helps you send conversion data back
        • Office 365 or Outlook?

          Hello I'm just setting up IMAP integration with our CRM for the first time since we changed to using Outlook via a Microsoft 365 account. I have the choice of 'Office 365' or 'Outlook'. Which should I choose? Thanks
        • Request for Information on Zoho Desk Webhooks Availability and Security

          Hi Team, We need some information regarding Zoho Desk webhooks. Could you please provide details on the following: Event Order Guarantee: Does Zoho guarantee that Desk events will always be processed in the exact order they occur? For example, if two
        • Integration of WhatsApp with Zoho Commerce for Customer Support

          I am looking to integrate WhatsApp Plus into my Zoho Commerce store to enhance customer support and communication. Specifically, I want to know how to set up WhatsApp chat for real-time assistance on product inquiries, order tracking, and post-purchase
        • Client Script | Update - Introducing Subform Events and Actions

          Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
        • Trying to find out the best solution for Travel booking/event organization.

          I've been looking for answer during some time, sadly, but couldn't find any. Probably someone has an idea? Would appreciate any tips. Example 1. The client is interested in booking an Hotel room. He fills out the web-form on the landing page of this particular
        • Using Custom Fonts for All Users without Installing on Each Users System

          Hi, Couple of questions, is it possible to upload a Custom Font to Zoho Writer and have all users see/use that font without installing it manually on each users system? If so, does this need to be done by the Super Admin or can anyone with Admin permissions
        • CRM - QR Codes and Bar Codes

          Hi I am using CRM to run my service team - Asset maintenance business We need to move to and generate a QR code for each Asset we look after. And we need Bar code reading for the testing we do. (pre-bar-coded sample bottles are provided by the lab) Does
        • Access Tokens and Webhooks

          I have a linux server application that I want to be able to talk to the cliq chatbot and get a response back to that linux server application. This is for the linux server application to check the chat/channel's message history in Cliq. The Zoho API console
        • unable to add email aliases

          Hi, just verified and set up my domain but whenever I try to add another email alias I get a rather unhelpful error popup just saying AS101, doesn't matter if I tick set as mailbox address or not.
        • Collaborators can't see Zia

          Hello Zoho Writer Team, I recently shared a document with a collaborator, but she mentioned that Zia is not active and unable to assist her in adding content. Could you please guide me on how to resolve this issue? Looking forward to your assistance.
        • In what case it's better to use Developer Console? Only for marketplace?

          As I can see from the documentation, the limitations are challenging. No Custom API No Page Variables No Custom Connections.
        • Default Reminder for tasks set to Pop-up instead of email

          Try to save a click every time we create a task we want it to default to pop-up instead of email. Also default is to have reminder unchecked anyway to change so reminder is checked and method is pop-up default instead of email? Attached picture. Thanks,
        • Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this

          The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting
        • Zoho Book not Connecting to Bank

          Is anyone else having issues with Zoho Books connecting to their bank? We have not been able to connect to the Co-operative bank feeds since Dec. Zoho are blaming the Co-op but the Co-op says that it has to be a Zoho issue as no other accounting software
        • Dashboard Auto-refresh

          Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support
        • Can't connect to Blogger & Wordpress

          Hello Zoho Support Team, Thank you for providing Zoho Writer—it’s a fantastic tool that I truly enjoy using. However, I’ve encountered an issue when attempting to connect it to Blogger or WordPress for automatic posting. When I try to establish the connection,
        • Weekly Tips: SecurePass For Extra Security

          Imagine sensitive data from your organisation sent via email is being accessed by unintended recipients. The sensitive data can range from Personal Identification Information to a tender quotation or a client’s NDA document. The unintended access could
        • Multiple Blueprints on different fields at the same time.

          It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract
        • Changing VAT start date

          Good Evening, Kindly asssit with this issue. 1. When setting up, I set my start vat date as October 29th. The system as has taken my month end date as 29th instead of either 30th or 31st depending on the month. 2. IS it possible to file past months at
        • Headers in Subfrom - Zoho CRM

          Currently we cannot add any headers to CRM Subform If we have very large subforms and we want to logically group the rows it becomes really hard to do it Please add a header feature so we can add headers to a subform to logically and visually group different
        • Bank entriy is nov month why this shifted to jan 2025 month

          bank entries for november month i entered but why this is transfer to jan 2025 month.
        • Next Page