Zoho Invoice

Help Docs
Zoho Invoice

Videos

Back to Settings Overview

Integration Preferences

Zoho Invoice provides a variety of integrations allowing you to collaborate and make different entities work together in your business. In the Integration Preferences, you can configure them. The integrations are grouped as follows:

Online Payments

 

Zoho Invoice is integrated with major online payment gateways to help you receive payments for your invoices online. This ensures faster and hassle free receipt of payments and further automates your cash flow and its book keeping. To set up a payment gateway, click the Gear on the top right corner of the window and select Integrations. Now choose Online Payments. You’ll find the list of payment gateways that Zoho Invoice supports.

When you integrate a payment gateway with your Zoho Invoice organization, your merchant account information will be shared with the gateway. Zoho Invoice will store only the last four digits of your customer’s card details.

IN THIS PAGE…

Payment Gateways

Click on a payment gateway to find out how you can use it along with Zoho Invoice.

   Payment    Gateway   Supported Countries
Stripe View the list of countries supported by Stripe here.
Authorize.net United States, Europe, Australia and Canada.
Payflow Pro United States, Canada, Australia, New Zealand.
Payments Pro United States, United Kingdom, Canada.
2Checkout Supports all countries except North Korea, Iran, Sudan, Syria, Cuba, Myanmar (Burma.)
Braintree Works for United States, Canada, Europe, Singapore, Hong Kong, Malaysia, Australia, and New Zealand.
CSG Forte United States and Canada.
GoCardless United Kingdom, Canada, New Zealand, Switzerland and Australia.
Mercado Pago Argentina, Brazil, Colombia, Chile, Mexico, Peru, and Uruguay.

#Countries in Beta access can be integrated and used for receiving payments.

Click on a payment gateway to find out how you can use it along with Zoho Invoice.

Insight: Zoho does not charge a fee for receiving online payments. However, the payment gateway does.

Stripe

Integrate with Stripe and receive payments from your customers through their credit card and bank account details.

You can set up Stripe and receive payments from your customers using two different methods:

1. Credit Cards

Integrate your organization with Stripe and charge your customer’s credit card to receive payments. Learn more.

You can view the list of countries supported by stripe in this page. The online transaction fees will depend upon the charges specified by Stripe.

2. Bank Accounts using Stripe ACH (Global and US editions)

With Stripe ACH, you can charge your customer’s bank account (only for US customers) to receive payments. Learn more.

PayPal

To setup PayPal as your preferred gateway for receiving payments,

Setting up PayPal

Authorize.Net

To configure Authorize.Net,

Setting up Authorize net

Prerequisites for using with Auto-charge in Zoho Invoice

Configuring Auto-charge Settings

Payflow Pro

To set up Payflow Pro, click on the gear icon on the top right hand side corner of the screen. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Payflow Pro logo. Enter the following information and click Save.

When you register for Payflow Pro, you will receive an email with information like your Partner ID and Vendor name. Please keep that email at hand while filling the details for Payflow Pro.

Then enter the following information and click Save.

Setting up PayFlow Pro

Payments Pro

To set up Payments Pro, click on the gear icon on the top right hand side corner of the screen. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Payments Pro logo. Enter the following information and click Save.

Setting up Payments Pro

API Username, API Password and Signature

Prerequisites for using with Auto-charge in Zoho Invoice

In order to use PayFlow Pro for Auto-charge, you need to enable Reference transactions in their merchant account.

Configuring Auto-charge Settings

2CheckOut

To configure 2CheckOut, click on the gear icon on the top right hand side corner of the screen. Go to Integrations and select Online Payments and click the Setup Now button adjacent to 2Checkout logo. Enter the following information and click Save.

Setting up 2Checkout

If you haven’t created a 2Checkout merchant account yet, click here to sign up now.

Braintree

To configure BrainTree, click on the gear icon on the top right hand side corner of the screen. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Braintree logo. Enter the following information and click Save.

Setting up Braintree

CSG Forte

To set up CSG Forte, click on the gear icon on the top right hand side corner of the screen. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Forte logo. Enter the following information and click Save..

CSG Forte only supports the USD currency.

Setting up CSG Forte

ACH Payments in Zoho Invoice

Zoho Invoice offers ACH payments via Authorize.net and CSG Forte gateways, payment gateways that specialize in ACH payments.ACH is a secure payment transfer system that connects all US financial institutions. This facility will allow you to debit payments directly from a customer’s authorized bank account.

The following are the requirements for making ACH payments,

To use ACH facility, you will need to setup authorize.net or CSG Forte as the default payment gateway on Zoho Invoice.

Setting up a bank account for ACH Payments

Step 1:

Go to the Invoices tab. Select the invoice for which a payment needs to be recorded. Click on the Record Payment drop-down and select Charge Customer. A Charge Customer screen will open up.

ACH Charge Empty

Step 2:

You will be asked to enter either Credit Card Details or Bank Account Details. In this case, select the tab Bank Account Details and enter the customer’s bank account details. Account number, Account type and Routing number are mandatory fields to configure the bank account.

ACH Charge

Select the check-box against Customer authorises “Org Name” to charge his / her checking account for making payment and click on Proceed.

Making payments through Customer Portal.

Ach customer portal

Ach customer portal account

Note: Customers can also choose to save their account details for future transactions by checking the Use this account for future transactions option.

Configuring number of retries and intervals

Zoho Invoice allows you to configure the number of retries necessary in case of a transaction failure. The various configurations available are shown below.

Retries

Card Verification Settings

Initially card address was made mandatory in Zoho Invoice. This was initiated by us to avoid confusions with respect to various payment gateways as different payment gateways have different validations. But now you are given that option to decide on whether the card address needs to be shown or not.

Depending on your choice of gateway you can enable the necessary fields of the card address to be shown or to be made mandatory by making the preferences in Card Verification Settings.

Kindly follow the steps below to make card address related changes:

Adding Users

Adding Users

Card Verification Settings

Initially card address was made mandatory in Zoho Invoice. This was initiated by us to avoid confusions with respect to various payment gateways as different payment gateways have different validations. But now you are given that option to decide on whether the card address needs to be shown or not.

Depending on your choice of gateway you can enable the necessary fields of the card address to be shown or to be made mandatory by making the preferences in Card Verification Settings.

Kindly follow the steps below to make card address related changes:

Adding Users

Adding Users

Zoho Invoice ZSC (Zoho Service Communication) Key

Zoho provides numerous world class apps in addition to Zoho Invoice, such as Zoho CRM, Zoho Books, etc. If you have a Zoho CRM account and would like to integrate with your Zoho Invoice or Zoho Books account, you may use this ZSC key to do so. The ZSC Key is a unique key used to communicate between these apps.

Adding Users

Transaction Fee of All the Payment Gateways

Was this document helpful?
Yes
No
Thank you for your feedback!