Integrate Zoho Books with Authorize.Net

Authorize.Net provides secure online payment processing and management services for businesses. Integrating it with Zoho Books lets you easily accept one-time and recurring payments from customers via cards or bank accounts.

Set up Authorize.Net

To get started, connect your Authorize.Net account with Zoho Books. If you don’t have an account, you can create one and proceed with the integration.

1. Go to Settings and then select Customer Payments under Online Payments.
2. Click Set up Now next to Authorize.net.
3. Enter the required details:

4. Click Save.

Collect Customer Payments

Enable Payment Options

Once the integration is set up, your customers can make payments via Authorize.Net for the invoices you send. To enable this:

1. Go to the Invoices module.
2. Create a new invoice or edit an existing one.
3. Scroll to the bottom of the page and check Authorize.Net as a payment option.
4. Click Save.

Authorize.Net will be chosen as the payment option to collect payments.

Receive Payments from Customers

Once you’ve enabled payment options, your customers can pay through their customer portal or the invoice link sent via email. Here’s what they need to do:

1. View the invoice from the customer portal or email.
2. Click Pay Now to be redirected to the payment page.
3. Choose any payment method enter the required details.
4. Click Make Payment to complete the transaction.

You will receive an email regarding the online payment made by your customer, and the invoice status 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

To charge your customers for their invoices manually:

1. Go to the particular invoice from the Invoices module.
2. Go to the Record Payment dropdown and select Charge Customer.

3. Choose the customer’s card or bank account to charge them.

4. Click Proceed.

You will have charged your customer for the invoice.

Auto-charge

You can autocharge your customers when you associate a card or bank account to your customer’s recurring invoice. This enables faster and secure checkouts without storing sensitive data on your own servers.

To associate and autocharge a card:

1. Go to the recurring invoice you want to associate with a card or bank account.
2. Click the Associate Payment Options dropdown and select Associate Card or Associate Bank Account. If no card details or bank account details are saved, you can add them in the pop-up, or select a payment method.

Your customer’s card or bank account will be automatically charged when their invoice is due.

Track Authorize.Net Transactions in Zoho Books

When you enable Authorize.Net in Zoho Books, you can track all the related transactions and activities using reports. Here’s how to do it:

1. Use the Account Transactions report to filter and view detailed records of Authorize.Net transactions in Zoho Books.
2. Track user actions and modifications within the integration through the Activity Logs & Audit Trail report.

Edit the Integration

If you would like to change the bank account, enable or disable payment methods, or update your credentials, you can edit the settings.

To edit:

1. Go to Settings and then select Customer Payments under Online Payments.
2. Click Edit Settings next to Authorize.Net and make the necessary changes.

• Click Save.

Your integration settings will be updated.

Delete the Integration

If you no longer want to use Authorize.Net integration, you can delete it. Before deleting, uncheck Authorize.Net as a payment option in unpaid invoices and delete any associated cards or bank accounts.

To delete:

1. Go to Settings and then select Customer Payments under Online Payments.
2. Click the Delete icon next to Authorize.Net.
3. Click OK to confirm.

The Authorize.Net integration will be deleted from your Zoho Books account.

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