Integrate Zoho Invoice with Verifone (2Checkout)

Verifone (formerly 2Checkout) offers a secure and globally recognized payment processing solution. You can integrate Verifone with Zoho Invoice to collect one-time card payments securely from various countries and currencies and seamlessly track received payments through reports.

Set Up Verifone

To set up the Verifone integration in Zoho Invoice, you must have a Verifone account. If you don’t have an account already, you can create one and proceed with the integration.

While setting up Verifone in Zoho Invoice, you will have to enter a secret word that can be found in your Verifone account. To find the secret word:

• Log in to your Verifone account, click Account and select Site Management.
• In the Checkout Options column, select Header Redirect (Your URL) under Direct Return.
• Paste https://invoice.zoho.com/n/2checkout in the Approved URL field.
• Click Save Changes to update the settings.
• Copy the Secret Word from the bottom of the page.

Once you have copied the secret word, you can continue with setting up the integration.

Here’s how to set up the integration:

• Log in to your Zoho Invoice organization.

• Go to Settings from the top-right corner.

• Select Online Payments.

• Click Set Up Now next to Verifone.

• Enter the following details:

  Field	Description
  2CO Account #	A unique ID used to identity your Verifone account. You can find this number on the top right corner of your Verifone account.
  Secret Word	Paste the secret word copied from your Verifone account.

  

• Click Save.

Verifone will be configured for your Zoho Invoice organization.

Collect Customer Payments

Enable Payment Options

After setting up the integration in Zoho Invoice, enable Verifone as a payment option in invoices to receive payments.

Here’s how you can do it:

• Go to Invoices on the left sidebar.

• Create a new invoice or edit an existing one for the customer.

• Scroll to the bottom of the page and check Verifone (Card) as a payment option.

  

• Click Save.

Verifone will be available as a payment option to collect payments.

Receive Payments from Customers

Once you’ve enabled Verifone as a payment option, your customers can pay using the shared link or through the customer portal.

To make payments, your customers will have to:

• View the invoice from the customer portal or email.

• Click Pay Now.

• Click Proceed To Payment, after which they will be redirected to the Verifone payment page.

  

• Enter their payment information and complete the payment.

Once the payment is successful, you will receive an email regarding the payment made by your customer, and the invoice’s status will be marked as Paid.

Edit the Integration

If you would like to make any changes to the integration, you can edit it in the settings.

To edit the integration:

• Go to Settings from the top-right corner.
• Select Online Payments.
• Click Edit Settings next to Verifone.
• Make the necessary changes and click Save.

Your integration settings will be updated.

Delete the Integration

If you no longer want to use this integration, you can delete it. Before deleting, unmark Verifone as a payment option in all unpaid invoices.

To delete the integration:

• Go to Settings from the top-right corner.
• Select Online Payments.
• Click the Trash icon next to Verifone.
• Click OK to confirm.

Your Verifone integration will be deleted from your Zoho Invoice organization.

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