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.

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.

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.

  

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.

• 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.

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.

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.

CSG Forte will now be disabled in Zoho Invoice.