Viewing Payments

The Payments module in Zoho Checkout displays all payments collected through the system. It provides a detailed view of each transaction, allowing you to analyze payment information, status, and associated invoice details.

Clicking on a payment opens the corresponding invoice linked to that transaction, where you can view complete payment and billing information.

Payment Overview

The Payments list view displays all transactions with key details required for tracking and reconciliation. To view them:

• Click Payments at the top of the page.
• View transactions in a list with details such as:
  • Payment Date and Time
  • Payment No.
  • Customer Name
  • Page Name
  • Type
  • Payment Status
  • Payment Amount

This overview gives you a consolidated view of your payments.

Payment Statuses

Payments in Zoho Checkout are categorized based on their transaction outcome:

• Success: Payments that have been successfully completed.
• Unpaid: Payments that have been initiated but are not yet completed.
• Refunded: Payments that have been fully refunded.
• Partially Refunded: Payments where only a portion of the amount has been refunded.
• Void: Payments that have been cancelled or invalidated before completion.

Filter and Sort Payments

You can refine the payment list to quickly locate specific transactions.

• Filter payments by status such as Success, Unpaid, Refunded, Partially Refunded, or Void.
• Use search to find payments using customer name, email, payment ID, or reference number.
• Sort records in ascending or descending order by clicking the field name at the top of the table.

These options help you narrow down results and focus on relevant transactions.

Create New Custom View

Custom views allow you to organize payment data based on specific conditions.

To create a custom view:

• Click + New Custom View.
• Enter a Name.
• Enable Mark as Favorite if required.
• Define criteria by selecting the:
  • Field
  • Comparator
• Click + Add Criteria to add multiple criteria.
• Choose the columns you want to display.
• Set visibility under Share this with:
  • Only Me
  • Only selected users & roles
  • Everyone
• Click Save.

Your custom view will be created.

Search Payments

You can quickly locate transactions using the search bar. Enter the Customer name or Invoice Number in the search bar to retrieve records instantly.

Export Payments

If you’d like to have a backup of your payments on your device, you can export them for reporting, reconciliation, or offline analysis.

To export payments:

• Click Export in the top-right corner.
• Select Export As format. Available formats are CSV (Comma Separated Value), XLS (Microsoft Excel 1997-2004 Compatible), and XLSX (Microsoft Excel).
• Enter a password to protect your file, if needed.
• Click Export.

Your file will be exported and saved to your device.