{"id":4165,"date":"2026-05-29T20:36:17","date_gmt":"2026-05-29T20:36:17","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4165"},"modified":"2026-05-29T20:36:17","modified_gmt":"2026-05-29T20:36:17","slug":"payment-link-zoho-books","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/payment-link-zoho-books\/","title":{"rendered":"Payment Link"},"content":{"rendered":"<style>.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}.gt-def{border-left:4px solid #E8650A;padding:16px 20px;background:#fff8f4;border-radius:0 8px 8px 0;margin:0 0 32px;font-size:1.05rem}.gt-section{margin:0 0 36px}.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}.gt-example-box strong{color:#2563EB}.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">A payment link in Zoho Books is a shareable URL that directs a customer to a secure payment page where they can pay a specified amount online, used for quick collections, advance deposits, and ad-hoc payments without a full invoice workflow.<\/div>\n<div class=\"gt-section\">\n<h2>Creating a Payment Link in Zoho Books<\/h2>\n<p>Go to Sales, then Payment Links, and click New Payment Link. Enter the payment amount, a description the customer will see on the payment page, an expiry date after which the link becomes inactive, and the customer&#8217;s name or email. Zoho Books generates a unique URL. Share it via email, WhatsApp, or SMS. The customer clicks the link, chooses their payment method (UPI, card, net banking, or wallet), and pays securely.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Recording Payments from Links<\/h2>\n<p>When a customer completes payment via the link, Zoho Books automatically records the transaction and sends a receipt to the customer. The amount is posted to your bank account and the income account you configured for the link. If the link was sent to a specific customer, the payment appears in that customer&#8217;s transaction history in Zoho Books, maintaining a complete record.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Payment Links vs. Invoices<\/h2>\n<p>Use a payment link when you need to collect quickly and the transaction does not require a formal GST invoice. For any taxable supply, you are obligated under GST to issue a proper invoice. Payment links are best suited for collections from unregistered consumers, small deposits, or internal fund transfers. For B2B transactions, raise a proper invoice and use the invoice&#8217;s Pay Now button or share the invoice link directly from Zoho Books.<\/p>\n<\/div>\n<div class=\"gt-example-box\"><strong>Industry:<\/strong> Education \u2014 A Pune training institute collects workshop registration fees via payment links sent on WhatsApp. The link is set to expire after 24 hours to create urgency. Registrations are recorded automatically in Zoho Books as soon as payment is confirmed, eliminating manual cash collection records.<\/div>\n<div class=\"gt-related-pills\"><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/online-payment-gateway-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Online Payment Gateway<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/invoice-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Invoice<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/payment-received-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Payment Received<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/customer-portal-books-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Customer Portal<\/a><\/div>\n<div class=\"gt-faq-item\"><strong>What is a Payment Link in Zoho Books?<\/strong><\/p>\n<p>A payment link in Zoho Books is a shareable URL that allows a customer to pay a specified amount online without the need for a formal invoice. It is used for quick collections, event registrations, deposits, and ad-hoc payments.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>How do I create a payment link in Zoho Books?<\/strong><\/p>\n<p>Go to Sales, then Payment Links, click New Payment Link. Enter the amount, description, expiry date, and customer details. Zoho Books generates a shareable link that you can send via WhatsApp, email, or SMS.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A payment link in Zoho Books is a shareable URL that directs a customer to a secure payment page where they can\u2026<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Payment Link | Zoho Books Glossary","seo_description":"A payment link in Zoho Books lets you collect payment from customers without raising a formal invoice. Learn how to create and share payment links.","seo_keyword":"payment link zoho books","seo_faqs":"[{\"q\": \"What is a Payment Link in Zoho Books?\", \"a\": \"A payment link in Zoho Books is a shareable URL that allows a customer to pay a specified amount online without the need for a formal invoice. It is used for quick collections, event registrations, deposits, and situations where raising a full invoice is not practical.\"}, {\"q\": \"How do I create a payment link in Zoho Books?\", \"a\": \"Go to Sales, then Payment Links, and click New Payment Link. Enter the amount, description, expiry date, and the customer name or email. Zoho Books generates a shareable link that you can send via WhatsApp, email, or SMS. When the customer pays, the transaction is recorded automatically.\"}]","term_type":"Business","glossary_related":"","glossary_links":""},"glossary_category":[1246],"class_list":["post-4165","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-books"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4165","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4165"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4165"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}