Stripe - Zoho Billing Integration

Stripe is one of the world’s leading online payment service providers helping individuals and businesses to accept payments online. Stripe merchants can integrate with Zoho Billing to track their sales and payments they receive on a daily basis.

This integration will help you track the overall sales that takes place in Zoho Billing using Stripe, the amount deposited by Stripe, and the fee Stripe charges you.

Stripe supports multi-currency transactions so your international customers can pay you in their own currencies.

In this page…

• Set up the Integration
• Connect your Stripe Account
• Receive Payments through Stripe
• Track Transactions in Stripe
• Edit the Integration
• Delete the Integration

Set up the Integration

To set up your integration, you will first have to connect your Stripe account and then configure the integration to start tracking payments.

Connect your Stripe Account

If you have a Stripe account already, you can easily connect it with Zoho Billing. To do this:

• Go to Settings > Online Payments.
• Click Set up Now and you will be redirected to Stripe.

• Enter your login credentials and click Sign in/Sign up.
• Select your account and click Connect my Stripe Account in the following page.

You have now successfully integrated your Stripe account.

Receive Payments through Stripe

Once you have integrated Stripe with Zoho Billing, your customers can directly make a card payment to you through Stripe for the invoices sent to them. Here’s how:

• Go to the Invoices module.
• Create a new invoice or edit an existing invoice for which you want to receive payments.
• Enter the necessary details.
• Check the box near Stripe under payment options.
• Click Save and Send.

Once you have enabled payment options, your customers can make payments from their customer portal or from the invoice link shared with them via email. Here’s what your customer’s will have to do:

• Click the Pay Now button in their email or portal. Your customer will be redirected to the payment page.

• Select Pay via Card or the preferred payment option and enter the necessary credentials.
• Click Make Payment to complete the payment.

Track Transactions in Stripe

This section will help you monitor the sales information of Zoho Billing in your Stripe account. Here’s how:

• Go to Stripe > Home.
• View the Balance, Total Sales, Revenue, New Customers, etc., both in numbers and in graphs.

You can also check the payments accepted, refunds made and their breakups from the Payments tab. Transfers made to your bank account and the money Stripe owes you, can be checked from the Balances tab.

Edit the Integration

If you wish to offer multiple payment methods for your customers, you can do it by editing it. Here’s how:

• Go to Settings > Online Payments.
• Click Edit Settings.

• In the following page, click the Edit icon next to the Payment Method.

• You can choose Credit Card, Bank Account (ACH) or iDeal by enabling the checkboxes.

• Click Save.

Delete the Integration

If you feel you no longer want to use the Stripe integration, you can delete it. However, before deleting:

• Ensure all the invoices are in the Paid status and there are no pending transactions.
• Delete all customer cards and bank account details which were added to Stripe through Zoho Billing.

Once these conditions are met, you can delete the integration. Here’s how:

• Go to Settings > Online Payments > Stripe.
• Click the Delete icon.

• Click OK to confirm.

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