Integrate Zoho Invoice With CSG Forte
CSG Forte is a payment solution that lets you accept and send payments swiftly and safely. You can configure CSG Forte in Zoho Invoice to collect one-time and recurring payments for invoices.
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Note: This integration is available only for users in the United States and Canada editions of Zoho Invoice and supports payments in USD and CAD.
Supported Payment Methods | Transaction Charges | Settlement Time |
---|---|---|
ACH | 1% + $0.25 | 4 days |
Credit Card | 2.95% / $0.25 | Based on cut-off time |
Transaction charges are applicable as per CSG Forte’s Pricing. Zoho does not charge any additional fees.
Set Up CSG Forte
You can set up the integration in Zoho Invoice if you already have a CSG Forte account. If you do not have one, you can create a new CSG Forte account from Zoho Invoice.
Note: If you’re creating a CSG Forte account, it might take 24-48 hours for the new account to be activated.
To set up CSG Forte in Zoho Invoice:
- Go to Settings from the top-right corner.
- Click Online Payments.
- Click Set Up Now next to CSG Forte.
- Enter the following details:
Field | Description |
---|---|
Location ID | Enter the Location ID you would like to associate with Zoho Invoice. You can find this ID in the Locations module in your Dex portal. |
API Login ID | A value that identifies your Forte account. This is available in the Credentials tab under the Locations module. |
Organization ID | A unique ID associated with the organization in your CSG Forte account. You can find this in the Locations module in your Dex portal. |
Access ID | The Access ID is your username for API authentication, which can be found in the API Credentials module under Developer. |
Secure Key | Secure Key is your password for API authentication, which can be found in the API Credentials module under Developer. |
Bank Account | Select the bank account where you will make and receive payments. |
Payment Method | Check the payment method that you would like to enable. CSG Forte supports payment collection using cards and bank transfers (ACH). |
- Click Save.
You will have now configured CSG Forte in Zoho Invoice.
Collect Customer Payments
Enable Payment Options
After setting up the integration, you have to enable CSG Forte as a payment option in the invoices you create. Here’s how:
- Go to the Invoices module from the left sidebar.
- Create a new invoice with the necessary details.
Scroll to the bottom of the page and select Forte (ACH, Card) as a payment option.
Click Save.
Your customers will now be able to make payments via CSG Forte.
Receive Payments From Customers
Once you’ve enabled payment options, your customers can make payments through the Customer Portal or through the link that you share with them. To pay, your customers will have to:
- Go to the invoice from the Customer Portal or email.
- Click Pay Now, and they will be redirected to the payment page.
- Choose a payment method and then select an existing card or bank account, or add a new one.
Click Make Payment.
Insight: Customers can also mark the Allow business to collect future charges automatically option to allow your business to charge them for future invoices automatically.
You will receive an email regarding the online payment made by your customer, and the related invoice will be marked as Paid.
Charge Customers
You can charge your customers manually or automatically for the invoices using the saved cards or bank accounts. Learn how to associate a card or bank account with your customer.
Manual Charge
Here’s how you can manually charge your customers for their invoices:
- Select an invoice that you want to charge manually from the Invoices module.
Go to the Record Payment dropdown and select Charge Customer.
Choose the customer’s card or bank account to charge them.
Insight: If you have not saved your customer’s card or bank details, you can request payment information securely (recommended) or add the card details directly.
- Click Proceed.
Your customer will now be charged for the invoice.
Autocharge
In case of a recurring invoice, you can associate a card or bank account to the profile to autocharge the customer.
Prerequisite: The Create, Charge, and Send Invoices option must be enabled to autocharge recurring invoices.
Here’s how you can associate a card with a recurring invoice:
- Go to the Recurring Invoices module from the left sidebar.
- Select the recurring invoice that you wish to associate with the card.
Click Associate Payment Options and select Associate Credit Card.
Enter the customer’s card details and click Associate Card.
Note: If you’ve already added a card for the customer, you can click Associate Card in the pop-up that appears to associate the same card.
Similarly, you can associate a bank account to the recurring invoice.
Your customer’s card will now be automatically charged when their invoice is due.
Edit the Integration
If you would like to change the associated bank account, enable or disable payment methods, or just update your credentials, you can edit the integration. Here’s how:
- Go to Settings from the top-right corner.
- Select Online Payments.
- Click Edit Settings next to CSG Forte and make the necessary changes.
- Click Save.
Your integration settings will be updated.
Delete the Integration
If you no longer wish to use this integration, you can delete it. To do this, you will first need to remove any saved cards and bank details of customers for whom CSG Forte is the default payment gateway.
Once removed, you can delete the integration. Here’s how:
- Go to Settings from the top-right corner.
- Select Online Payments.
- Click the Delete icon next to CSG Forte.
- Click OK to confirm.
Note: You will not be able to delete the integration if there are ACH transactions that are currently in progress. We recommend you wait until the transactions are processed and try again.
CSG Forte will now be disabled in Zoho Invoice.