Managing Payment Pages

Zoho Checkout enables you to create, share, and manage your payment pages with ease. You can update or modify existing pages, control their status, and perform key actions from the Payment Pages section.

Share Payment Page

You can share your payment pages with customers or contributors through multiple channels. Zoho Checkout provides flexible sharing options to help you collect payments quickly and conveniently. To do so:

• Go to Payment Pages.
• Select the payment page you want to share and click the Share icon in the top-right corner.
• In the window that appears choose the mode through which you want to share:
  • Link to your social media page: Click the X (formerly Twitter) or Facebook logo to share your page on these platforms.
  • Share QR Code: Download and share the QR code to receive payments instantly.
  • Direct Link: Copy the unique page link and share it with your customers to accept payments.
  • Embed on Website: Embed the payment page directly into your website by adding the code generated in Zoho Checkout.
  • Embed a Button: Add a custom button to your webpage that redirects customers or contributors to your payment page using the generated code.

Based on the mode you have chosen the payment page will be shared.

Edit Payment Page

You can update an existing payment page at any time by editing its details. Changes can be saved and published instantly to keep your payment information up to date. To do so:

• Go to Payment Pages.
• Select the payment page you want to edit and click the Edit icon in the top-right corner.
• Make the necessary changes and click Save & Publish.

The payment page will be updated based on the changes made.

Clone Payment Page

Instead of creating a new payment page from scratch, you can quickly duplicate an existing one. Cloning allows you to reuse configurations while making only the necessary adjustments. To do so:

• Go to Payment Pages.
• Select the payment page you want to clone and click the More icon in the top-right corner.
• In the dropdown click Clone.
• Now a new payment page window with pre-filled fields will appear.
• Enter the Page Name, review and make changes if necessary.
• Click Save & Publish.

A new payment page with similar details will be created.

Mark as Inactive

You can temporarily disable a payment page if it is not in use. Inactive pages cannot accept payments until they are reactivated. To do so:

• Go to Payment Pages.
• Select the payment page you want to mark inactive and click the More icon in the top-right corner.
• In the dropdown click Mark as Inactive.

The payment page will become inactive and cannot be used until marked live.

Delete Payment Page

You can permanently remove a payment page when it is no longer required. Note that pages linked to transactions cannot be deleted for record-keeping purposes. To delete a payment page:

• Go to Payment Pages.
• Select the payment page you want to delete and click the More icon in the top-right corner.
• In the dropdown click Delete.
• In the pop-up confirmation that appears click Delete again.

The payment page will be deleted permanently.

Analytics

You can view and analyze performance reports for each payment page. These insights help you track transactions and understand page activity in detail. To do so:

• Go to Payment Pages.
• Select the payment page you want to generate reports for and click the More icon in the top-right corner.
• In the dropdown click Analytics.

The reports for the selected payment page will appear.