Once a Zoho Books organisation is linked, any invoice with a balance due can take a card pay link. You copy the link and send it to your customer however you normally reach them. They pay the balance by card on a WeeConnectPay page, and WeeConnectPay records the payment on the invoice in Zoho Books, with the Clover transaction id on it.

 

The money moves through your Clover account exactly like any other card payment you take, and it settles the same way.

 

 

Open your invoices

In your WeeConnectPay dashboard, click Zoho Books in the sidebar, then Invoices on the organisation you want. The list is read live from Zoho Books each time you open it, so what you see is what Books has right now, with the invoice number, customer, status, total, and balance.

 

Use Previous and Next at the bottom for older invoices.

 

 

Any invoice that has been sent and still has a balance shows a Create pay link button. Where an invoice cannot take one, the reason appears in its place:

What the row says What it means
Already paid The invoice is settled in Zoho Books.
Nothing due There is no balance left to charge.
Voided The invoice was voided in Books.
Draft The invoice has not been sent yet. Send it and it becomes payable.
Not payable online in [currency] The invoice is in a currency your Clover account does not charge in.
Not in a payable status Books has the invoice in some other state. Open it in Zoho Books to see which.

 

 

A draft becomes payable the moment Zoho Books marks it as sent. Send invoice on the row opens a dialog with the customer's email prefilled, which you can change. Zoho Books emails the invoice from your organisation's own template and marks it as sent, so it can take a pay link straight away.

 

If the invoice has already gone out some other way, use Mark as sent without emailing in the same dialog. Books flips it to sent and nothing is emailed.

 

 

Create an invoice without leaving the dashboard

New invoice on the invoice list writes a draft straight into Zoho Books. Pick the customer, or create one from the same screen by typing a name and choosing Create as a new customer. Add your lines with a quantity and a price, add notes if you want them on the invoice, then Save draft.

 

The draft lands in Zoho Books immediately, in the customer's currency, and every invoice for that customer will be in that currency. Anything else the invoice needs, taxes included, you add in Zoho Books. Then send it from the invoice list and create the pay link.

 

 

Click Create pay link on the invoice. A panel appears reading "Pay link created for [invoice number]" with the link itself and the amount anyone holding it can pay. Copy link puts it on your clipboard, and Open shows you the page your customer will see.

 

The link is yours to send: email, an invoice reminder, a message, whatever you already use. WeeConnectPay does not send it for you, and it does not go into the invoice email that Zoho Books sends.

 

The amount on the link is the invoice's balance at the moment you create it. If a payment lands on the invoice in Books afterwards, the page tells your customer the amount changed and asks them to review it rather than charging the old figure.

 

 

What your customer sees

The page carries your business name, the amount due, and the invoice number. Where part of the invoice is already paid, a line under the amount reads how much of the total is settled, and the page charges the remaining balance.

 

They enter their card details, optionally an email address for a receipt, and click the Pay button with the amount on it. Card details go straight to Clover's secure payment fields and never reach us or you.

 

Once the payment goes through, the page turns into a receipt: a green check, Payment received, the amount, your business name, the invoice number, and the date. If they gave an email address, it also says the receipt is on its way there. A moment later the line at the bottom changes to "Recorded on invoice [number]", which is the page telling them the invoice itself has been updated.

 

A link whose invoice is already settled shows "This invoice is settled" instead of a payment form, so a customer who pays twice by accident is not charged twice.

 

 

What happens after they pay

Three things follow, in this order. Your Clover account takes the card payment, so it appears in Clover and in your WeeConnectPay Transactions page like every other payment. If your customer gave an email address, WeeConnectPay emails them a receipt under the subject "Your receipt from [your business]", with a link to the card processing receipt from Clover. Then WeeConnectPay records the payment on the invoice in Zoho Books, which moves the invoice to Paid when the payment covers the balance.

 

The recording in Books usually lands within seconds. When Zoho Books is slow or briefly unreachable, WeeConnectPay keeps trying on its own for several hours. Your customer's payment is complete either way, and their receipt does not wait on Books.

 

In the rare case where Books will not accept the recording at all, the organisation's row in your dashboard shows a count of attempts to review. A Zoho Books payment that did not reach the invoice covers what to do.

 

 

Transactions and invoices, side by side

Every payment taken through a pay link names the invoice it paid, and every invoice names the transaction that paid it, so you can move between the two views without matching amounts by hand.

 

You can also pair them yourself. On a transaction, Link an invoice lets you search your Books invoices and attach one. On an invoice, Link a transaction lets you search your Clover transactions by id, amount, or date. Pairing this way is a record-keeping link only: nothing is charged, and nothing is written to Zoho Books. Use it for a payment your customer made some other way, or for a card payment you took before you linked the organisation.

 

 

Refunding a payment on an invoice

A pay link payment is an ordinary Clover card charge, so you refund it in your Clover account, the same way you refund any card payment you take. Process the amount you want there, then record that refund against the invoice in Zoho Books, so your books and your Clover account agree.

 

Doing it in that order keeps the customer's money moving first and your records straight afterwards.