Steps to integrate instamojo payment gateway with Zoho books:
Step 1: Log in to the ZOHO BOOKS account.
Step 2: Click on the settings icon & select the online payments option ( Check below screenshot )
Step 3: Click on Instamojo’s box Set up Now button
Step 4: Copy the client id & secret keys from the Instamojo dashboard. Click here to collect keys.
Step 5: Generate Keys using the Direct ( Rest ) API integration option. ( Check the below screenshot )
Related support article: How Do I Get My Client ID And Client Secret?
After putting in the client id & secret key, click on the save button to complete the setup.
Note: Customer First Name, Last Name, Email & Phone number are mandatory for collecting payment so make sure before creating an invoice.
Step 7: Create an Invoice and select Instamojo as the payment option.
Note: The amount will require a minimum of 9 for collecting payment in Instamojo.
Make sure the Instamojo checkbox is checked for the online payment option in the invoice.
Step 8: Send the invoice to the customer.
Customer interface for making payment:
Customers will receive the invoice in their email for making payment as below. ( Check the below screenshot )
After Clicking on Pay Now button on the email below screen will open for making a payment.
After clicking on Proceed to Payment the customer will see the below screen for making Payment.
After successful payment customer will be redirected to the following screen.
If there is a failed payment then the customer will see the following screen.
For successful payment, customers can see payment on Instamojo Dashboard.