## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/ca/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# 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 Books to collect one-time and recurring invoice payments for invoices and make bill payments to your vendors.

**Note:** This integration is only available for users in the United States and Canada editions of Zoho Books and supports payments in USD and CAD. Transaction charges are applicable as per [CSG Forte’s Pricing](https://www.forte.net/zoho/). Zoho does not charge any additional fees.

## Set Up CSG Forte

You can set up the integration in Zoho Books if you already have a CSG Forte account. If you do not have one, you can [create a new CSG Forte account](https://www.forte.net/zoho/) from Zoho Books.

**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 Books:

*   Go to _Settings_.
    
*   Click _Online Payments_ and select _Customer Payments_ or _Vendor 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 Books. You can find this ID in the _Locations_ module in your Dex portal.
    
    **API Login ID**
    
    A value that identifies your CSG 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, 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).
    
    ![Cancel Items](/books/help/images/online-payment/csg-forte/csg-forte-details.png)
*   Click **Save**.
    

You will have configured CSG Forte in Zoho Books.

* * *

## 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.

To enable:

*   Go to the _Invoices_ module.
    
*   Create a new invoice with the necessary details.
    
*   Scroll to the bottom of the page and check **Forte (ACH, Card)** as a payment option.
    
    ![Cancel Items](/books/help/images/online-payment/csg-forte/payment-options.png)
*   Click **Save**.
    

Your customers will now be able to make payments using the payment options you’ve enabled.

### 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:

*   View the invoice from the customer portal or email.
    
*   Click the **Pay Now** button, and they will be redirected to the payment page.
    
*   Choose the payment method and then select an existing card or bank account or add a new one.
    
*   Click **Make Payment**.
    
    ![Cancel Items](/books/help/images/online-payment/csg-forte/make-payments.png)

**Insight:** Customers can also check the **Allow business to collect future charges automatically** option to charge them for future invoices.

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](https://www.zoho.com/us/books/kb/payments/card-on-file.html) with your customer.

#### Manual Charge

To manually charge your customers for their invoices:

*   Go to the particular invoice from the _Invoices_ module.
    
*   Go to the **Record Payment** dropdown and select **Charge Customer**.
    
    ![Cancel Items](/books/help/images/online-payment/csg-forte/charge-customer.png)
*   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 (recommended) or add them now.

*   Click **Proceed**.

You will have charged your customer for the invoice.

#### Auto Charge

In case of a recurring invoice, you can associate a card or bank account to the profile to auto charge the customer.

**Prerequisite:** Enable the [Create, Charge, and Send Invoices option](https://www.zoho.com/us/ca/books/help/recurring-invoice/preferences.html) to auto charge recurring invoices.

To associate the card with a recurring invoice:

*   Go to the _Sales_ module and select _Recurring Invoices_.
    
*   Select the recurring invoice that you wish to associate with the card.
    
*   Click the **Associate Payment Options** dropdown and select **Associate Credit Card**.
    
    ![Cancel Items](/books/help/images/online-payment/csg-forte/associate-forte-card.png)
*   Enter the customer’s card details and click **Associate Card**. If you’ve already added a card for the customer, click **Associate Card** in the pop-up to associate the same card.
    

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

* * *

## Initiate Payments

You can initiate payments to your vendors’ bank accounts via ACH using the CSG Forte integration. Once you’ve associated [a bank account to your vendor](https://www.zoho.com/books/kb/contacts/add-bank-details-to-vendors.html#when-editing-a-vendor), you can start initiating bill payments. In Zoho Books, you can:

*   [Individual Bill Payments](/ca/books/help/online-payments/csg-forte.html#Individual-Bill-Payments)
*   [Bulk Bill Payments](/ca/books/help/online-payments/csg-forte.html#Bulk-Bill-Payments)

### Individual Bill Payments

Make quick payments to your vendors when a bill is received and settle dues.

To start making payments:

*   Go to the _Bills_ module under _Purchases_ on the left sidebar.
    
*   Select the bill for which you need to make the payment.
    
*   Click the **Record Payment** drop-down and select **Pay via ACH**.
    
    ![Individual Bill Payment](/books/help/images/online-payment/csg-forte/pay-ach.png)
*   Select or add a bank account and click **Proceed**.
    
*   Click **Initiate Payment** in the following screen to confirm.
    

A payment will be initiated to your vendor and the payment status will be marked as uncleared until the payment is processed.

### Bulk Bill Payments

You will be able to make payments for multiple bills at once to a single vendor using this integration. Here’s how:

*   Go to the _Payments_ Made module and click **\+ New**.
    
*   Select a vendor and all their associated bills will be listed.
    
*   Click **Initiate Payment via CSG Forte** and enter the other details.
    
*   Verify your details and click **Initiate Payment**.
    
    ![Individual Bill Payment](/books/help/images/online-payment/csg-forte/pay-multiple-bills.png)
*   Click **Initiate Payment** in the following screen to confirm.
    

The payment will be initiated from Zoho Books.

* * *

## Edit the Integration

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

To edit:

*   Go to _Settings_ and select _Online Payments_.
*   Click _Vendor Payments_ or _Customer 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. Before deleting, uncheck CSG Forte as a payment option in unpaid invoices and [delete any associated card](https://www.zoho.com/in/books/kb/contacts/delete-card.html) or bank accounts.

**Warning:** CSG Forte is automatically enabled across all your Zoho Finance apps, so disabling it in one app will disable it in all other Zoho Finance apps.

To delete:

*   Go to _Settings_ and select _Online Payments_.
*   Click _Vendor Payments_ or _Customer Payments_.
*   Click the **Delete** icon next to _CSG Forte_.
*   Click **OK** to confirm.

The CSG Forte integration will be deleted in Zoho Books.