How do I take payments using Zoom?
The Paytia Payments app sits inside Zoom, so you can take a card payment during a meeting without ever seeing or handling the customer's card number. Here's how it works.
How to take payments using Zoom with Paytia
If you run meetings on Zoom, you can take a card payment without leaving the call. The Paytia Payments app sits inside Zoom itself, so your customer pays during the meeting and you never see or handle their card number.
You'll need two things before you start: a Zoom account, and a Paytia account with the Paytia Payments app installed and configured.
Taking a payment during a meeting
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Open your Zoom meeting and go to the Apps section on the right-hand panel. Select Payments by Stripe, Secured by Paytia, then click Start to open the payment interface.
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Choose the participant who's paying. Let them know a payment request is on its way — it saves confusion when the form pops up on their screen.
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Fill in the payment details: the cardholder's first and last name, a reference number (your own internal or customer-specific identifier), and the amount with its currency. You can capture extra information too, such as billing and shipping addresses.
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Submit the request. Your participant sees a secure payment link or form and types their card details straight into it. Everything goes through a PCI DSS-compliant interface, so the details never pass through you or through Zoom's chat.
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Watch the status update in real time as the payment moves through Request Sent, Card Details Captured and the processing stage, ending with a result such as "Payment Successful".
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Once the transaction goes through, the app shows a confirmation with the payment amount, the transaction ID and a "Complete" status. Your participant gets a confirmation message on their screen at the same moment, so you both know it's done.
That's the whole process. People use it for consultations, services and event fees — anywhere you'd otherwise be chasing an invoice after the call has ended.
More in Zoom
How to Change Your Stripe Payment Account for Zoom Integration
The Zoom payment app involves two separate accounts, which is why changing your Stripe account isn't obvious. Here's how the two fit together and how to switch.
How do I configure Paytia with Zoom?
Registering, connecting your payment provider, then configuring Agent Capture Assist — the three stages of getting Paytia working inside Zoom.
How do I install Paytia on my Zoom app
Installing from the Zoom Marketplace takes a couple of minutes. Here's where to find the app and what you'll be asked to approve.
How do I remove the Paytia app from Zoom
How to cancel your subscription and remove the Paytia app from Zoom — and what deleting your account permanently removes, so you can back up first.
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