Zoho Invoice

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Back to Integrations Overview

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 icon on the top right 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.

Payment Gateways

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


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


Square

To integrate your Zoho Invoice organization with Square:

Settings page

Dialogue Box

Permissions page

Settings page

Note: Payments cannot be received via square if the customer’s country differs from the organization’s country. For example, if it’s a US org, transactions raised for any country other than US cannot use Square payment gateway to receive payments.

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 and select More Settings. 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

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

Insight: Countries supported by Payflow Pro: United States, Canada, Australia, and New Zealand.


Payments Pro

To set up Payments Pro, click on the gear icon on the top right hand side corner of the screen and select More Settings. 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

Insight: Countries supported by Payments Pro: United States, United Kingdom, Canada.


2Checkout

To configure 2CheckOut, click on the gear icon on the top right hand side corner of the screen and select More Settings. 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.

Tip - Countries supported by 2Checkout: Supports all countries except North Korea, Iran, Sudan, Syria, Cuba, Myanmar (Burma).


Braintree

To configure BrainTree, click on the gear icon on the top right hand side corner of the screen and select More Settings. 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

Insight: Countries supported by Braintree: Works for United States, Canada, Europe, Singapore, Hong Kong, Malaysia, Australia, and New Zealand.


CSG Forte

To set up CSG Forte,


ACH Payments in Zoho Invoice

Zoho Invoice offers ACH payments via Authorize.net and CSG Forte gateways, payment gateways that specializes in ACH payments. This facility will allow you to debit payments directly from a customer’s authorized bank account.

Authorize.Net for ACH payments

Requirements to be met:-

CSG Forte for ACH payments

Requirements to be met:-

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.

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


Transaction Fee of All the Payment Gateways


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