Integrate Verifone (2Checkout) with Zoho ERP

Verifone (2Checkout) offers a secure and globally recognised payment processing solution. You can integrate Verifone with Zoho ERP to collect one-time card payments securely from various countries and currencies and seamlessly track received payments through reports. Learn more about the countries and territories restricted by Verifone.

Set Up Verifone (2Checkout)

To set up the Verifone (2Checkout) integration in Zoho ERP, you must have an active 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 ERP, 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 the URL in the Approved URL field and click Save Changes.
• 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.

To set up the integration:

• Go to Settings and select Customer Payments under Online Payments.

• Click Set Up Now next to Verifone, and click Yes, Continue in the pop-up. You will be redirected to the PayPal portal.

• 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.
  Bank Account	Select the bank account where you track the payments received.

• Click Save.

Verifone will be configured for your Zoho ERP account.

Collect Customer Payments

Enable Payment Options

After setting up the integration in Zoho ERP, enable Verifone (2Checkout) 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 2Checkout (Verifone) as a payment option.
• Click Save for an invoice, or Continue to review the plan and then click Create for subscription.

Verifone will be chosen as the 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 invoice payments, your customers will have to:

• View the invoice from the customer portal or email.
• Click the Pay Now button, and then 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.

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 Verifone (2Checkout) and select a payment method.
• Click Pay Now to complete the transaction.

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

Track Transactions

In Zoho ERP, you can filter and track transactions related to Verifone using the Account Transactions report.

To filter the report:

• Go to the Reports module and click Account Transactions under Accountant.
• Click + More Filters at the top of your report.
• Select Account from the field dropdown, is in from the comparator dropdown, and Verifone from the account dropdown.
• Click Run Report.

Your report with the transactions related to Verifone will be generated.

Edit the Integration

If you would like to update the associated bank account, you can edit it in your settings.

To edit:

• Go to Settings and select Customer Payments under Online Payments.
• Click Edit Settings next to Verifone and make the necessary changes.
• 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, uncheck Verifone as a payment option in all unpaid invoices.

To delete:

• Go to Settings and select Customer Payments under Online Payments.
• Click the Delete icon next to Verifone.
• Click OK to confirm.

Your Verifone integration will be deleted in Zoho ERP.