Integrate Stripe with Zoho ERP

Stripe is a leading payment service provider that lets businesses collect payments securely. You can collect one-time card payments from multiple countries and currencies by integrating Zoho ERP with Stripe.

Once integrated, you can:

Track payments via Stripe through reports and graphs. You can also:
- View the Payment Clearing Summary graph within the Accounting module in the Stripe Clearing account’s Dashboard.
- Filter the Account Transactions report to view detailed records of Stripe transactions from Zoho ERP.
- Track user actions and modifications within the Stripe integration in the Activity Logs & Audit Trail report.
Monitor the sales information of Zoho ERP in your Stripe account.

Note: Transaction charges are applicable as per Stripe’s pricing policy. Zoho does not charge any additional fees.

Set Up Stripe

To get started, you will have to connect your Stripe account with Zoho ERP. If you don’t have an account, you can create one and proceed with the integration.

To set up:

Go to Settings and then select Customer Payments under Online Payments.
Click Set Up Now next to Stripe, and click Yes, Continue in the pop-up. You will be redirected to Stripe’s login page.
Enter your Email Address and Password, and click Submit.
Select an account from the dropdown or create a new account and click Connect.

You will have successfully connected your Stripe account to Zoho ERP.

Collect Customer Payments

Enable Payment Options

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

To enable:

Go to the Sales module.
Select the Invoices or Subscriptions tab.
Create a new invoice or a subscription with the necessary details.
Scroll to the bottom of the page and check Stripe as a payment option.
Click Save for an invoice, or Continue to review the plan and then click Create for subscription.

Your payments will now be collected via Stripe.

Receive Payments from Customers

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

To make invoice payments, 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.

Insight: Customers can also make payments from the invoices list page in the customer portal.

Enter their card details and click MAKE PAYMENT.

Once the payment is made, it will be instantly recorded in Zoho ERP.

They can also check the Allow ‘Your Company Name’ to collect future charges automatically box to charge their card for future recurring invoices.

If you want your customers to directly sign up for a plan, you can set up a hosted payment page and share it with them. To make payments, your customers will have to:

Enter the required details in the hosted payment page.
Click Stripe and select a payment method.
Click Pay Now to complete the transaction.

Once paid, your customers will be subscribed to the plan.

Insight: Zoho ERP supports Link by Stripe, which autofills customers’ payment information for faster checkouts. To use saved cards, customers must click link in the Card Number field and to sign up and save card details click Autofill link.

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.

Auto-Charge

You can charge your customers automatically by associating the recurring invoices with their saved cards.

Insight: Enable the Create, Charge, and Send Invoices option to auto-charge recurring invoices.

To associate and auto-charge a card:

Go to the recurring invoice you want to associate with a card.
Click Associate Card. If no card details are saved, you can add them in the pop-up, or select an existing card.
Click Associate Card.

Your customer’s card will be automatically charged when their invoice is due. If your customers don’t want to be auto-charged with the associated card, you can delete it.

To delete:

Go to the particular recurring Invoice.
Click the More dropdown and select Delete Card.

The associated card will be removed from the recurring invoice.

Track Stripe Transactions in Zoho ERP

In Zoho ERP, you can track your Stripe related transactions and activities in two ways:

Track transactions through the Stripe Clearing account

All transactions processed through Stripe are fetched and displayed in the Stripe Clearing account. You can access this account from the list of accounts in the Accounting module (this account will be created automatically once the integration is complete).

You can track and monitor these transactions by:

Go to Accounting, select the Banking tab, and choose the Stripe Clearing account.
Click the Show Chart to view the graph and the recently added transactions in the Banking Overview tab.
Switch to the Dashboard tab to view the account summary and the payments collected through Stripe.
Go to the Transactions tab to view a list of all transactions, such as the consolidated sales that took place, the fee Stripe has charged, refunds if any, and the amount transferred to your bank account by Stripe.

If Stripe owes you any amount, you can view it under Amount in Zoho ERP at the top left corner of the page.

Track transaction through Reports

You can track transactions and activities related to Stripe in Zoho ERP by:

Using the Account Transactions report to filter and view detailed records of Stripe transactions in Zoho ERP.
Tracking user actions and modifications within the Stripe integration through the Activity Logs & Audit Trail report.

Additionally, you can monitor your sales information in your Stripe account directly.

Delete the Integration

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