## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/in/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Zoho Payments Terminal Payments

Zoho Payments Terminal lets you collect customer payments through a terminal connected to your Zoho Payments account and record them in Zoho Inventory. Zoho Payments uses an account-based connection — no terminal codes or credentials are required. Zoho Inventory connects to your Zoho Payments account through a secure authorisation process.

**Insight:** Zoho Payments uses an account-based connection — no terminal codes or credentials are required. Ensure you have an active Zoho Payments account before you begin.

### Set Up Zoho Payments Terminal

To connect Zoho Payments, you sign in to your Zoho Payments account directly from Zoho Inventory. No terminal codes or credentials are required — the connection is established through Zoho Payments’ authorisation flow.

To set up Zoho Payments Terminal:

*   Log in to your Zoho Inventory organisation.
*   Click the **Gear icon** in the top right corner.
*   Select **Customer Payments** under _Online Payments_.
*   Click **Set Up Now** next to _Zoho Payments_.
*   Click **Connect Now**.
*   You will be redirected to Zoho Payments to authorise the connection.
*   Authorise Zoho Inventory to access your Zoho Payments account.
*   You will be redirected back to Zoho Inventory once the connection is established.

Zoho Payments Terminal will be connected to your Zoho Inventory organisation.

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### Configure Payment Terminal

After connecting Zoho Payments, you can add and manage your terminal devices to process in-person payments at your store.

To add a terminal device:

*   Log in to your Zoho Inventory organisation.
*   Click the **Gear icon** in the top right corner.
*   Select **Customer Payments** under _Online Payments_.
*   Click **Manage** next to _Zoho Payments_.
*   Under the **Terminal Devices** tab, click **Add Terminal Device**.

**Field**

**Description**

**Terminal ID**

The unique identifier assigned to the Zoho Payments terminal device. This can be found in your Zoho Payments dashboard under _POS Terminals_.

**Terminal Name**

A name to identify and distinguish the terminal device within your organisation.

**Payment Gateway**

The payment gateway assigned to process transactions through this terminal. This is pre-set to Zoho Payments.

*   Click **Save**.

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### Record a Terminal Payment From an Invoice

Use the invoice’s _Details_ page when you want to record payment for a specific invoice.To record a terminal payment from an invoice:

*   Go to the **Invoices** module under _Sales_ from the left sidebar.
*   Select the invoice for which you want to record payment.
*   Click the **Record Payment** dropdown.
*   Select **Pay with Terminal**.
*   Enter the amount.
*   Select the terminal payment provider in the **Payment Gateway** field.
*   Select the **Terminal Device**.
*   Choose whether it is a Card or UPI payment from **Payment Type**.
*   Click **Proceed**.

If the full invoice amount is recorded, the invoice status changes to _Paid_. If only part of the invoice amount is recorded, the invoice status changes to _Partially Paid_.

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### Record Zoho Payments Terminal Payments

After setting up Zoho Payments Terminal, you can record payments received through the terminal from the _Payments Received_ module.

To record the payment:

1.  Go to the **Payments Received** module under _Sales_ from the left sidebar.
2.  Click **\+ New** in the top right corner.
3.  Select the customer from whom you received the payment.
4.  Enter the amount received.
5.  Select **Zoho Payments** as the **Payment Mode**.
6.  Enter the Zoho Payments terminal transaction details.
7.  Apply the payment to the customer’s invoice.
8.  Click **Save**.

The payment will be recorded against the selected customer and invoice.

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### More Actions

You can manage your existing Zoho Payments terminal devices using the following actions.

#### Delete Terminal Device

You can delete a terminal device that is no longer needed.

*   Log in to your Zoho Inventory organisation.
*   Click the **Gear icon** in the top right corner.
*   Select **Customer Payments** under _Online Payments_.
*   Click **Manage** next to _Zoho Payments_.
*   Hover over the terminal device you want to delete and click the **More** icon.
*   Click **Delete** and **OK** to confirm the action.

#### Edit Terminal Device

You can update the details of an existing terminal device at any time.

*   Log in to your Zoho Inventory organisation.
*   Click the **Gear icon** in the top right corner.
*   Select **Customer Payments** under _Online Payments_.
*   Click **Manage** next to _Zoho Payments_.
*   Hover over the terminal device you want to edit and click the **More** icon.
*   Make the necessary changes and click **Save**.

#### Mark a Terminal Device as Inactive

You can mark a terminal device as inactive to temporarily disable it without removing it from your configuration.

*   Log in to your Zoho Inventory organisation.
*   Click the **Gear icon** in the top right corner.
*   Select **Customer Payments** under _Online Payments_.
*   Click **Manage** next to _Zoho Payments_.
*   Hover over the terminal device you want to mark as inactive and click the **More** icon.
*   Click **Mark as Inactive**.

### Troubleshoot Terminal Payment Setup

If Zoho Inventory does not accept the terminal value, check the details in your provider dashboard and try again.

Use this checklist:

*   Check whether the provider generated a new authorization code after the previous one expired.
*   Confirm that the terminal is active in the provider dashboard.
*   Verify that you selected the matching provider in Zoho Inventory.
*   Contact your payment provider if the terminal value is not visible in the provider dashboard.

After correcting the details, update the provider settings in Zoho Inventory and save the changes.