Zoho Books - ICICI Bank eazypay Integration

ICICI Bank eazypay is an online payment service. Integrating it with Zoho Books allows you to receive payments from your customers via multiple payment modes such as Cash, Cheque, Credit/Debit Card, Internet Banking, UPI, NEFT and RTGS. Your customers can have an account in any bank in India and make payments to you.

Scenario: Peter runs a retail business and delivers goods to some of his customers. In cases where the shipping partner does not provide payment options, customers had to add Peter as a beneficiary, request his bank account details and so on. When one of his customers shared about the bad experience, Peter registers for eazypay using his ICICI Bank account. He now enables payment options in his invoice and allows his customers to make online or offline payments using a payment mode of their choice without any hassle.

In this section:

Benefits of the Integration

Register and Integrate with ICICI Bank eazypay

Prerequisite: A current account in ICICI Bank to associate with eazypay.

To set up the integration, you will have to first register for an ICICI Bank eazypay account from Zoho Books, and then verify and complete the registration in your banking portal. To set up the integration in Zoho Books:

Register

Fields Description
Merchant Name The name of your organisation as mentioned in your bank account.
Corp ID The Corporate ID provided for your organisation.
User ID The user level ID provided to individuals associated to the CORP ID mentioned above.
PAN The Permanent Account Number associated with your CORP ID.
ICICI Bank Account The ICICI Bank account number through which you want to track and receive payments via eazypay.

New eazypay account

Enter OTP eazypay page 1

Insight: You will have to enter your GST No to generate GST invoices in eazypay.
If you would like to enable Card Payments, choose the option NO for Existing Merchant.
Your transaction fees will depend upon your Business Category and Nature of Business.

eazypay page 2

Insight: The Average Ticket Size is the average sale value per transaction in your business.
Annual Collection (Cards) refers to the amount that you expect the business to receive through Debit/Credit card payments in a year.

eazypay page 3

Insight: The activation status of your transaction will be Pending until you accept the terms and conditions. Account activation might take up to 20 minutes. You can click the Check Status button to fetch the status updates from ICICI Bank

Check Status

Once you accept the terms and conditions, you will be redirected to Zoho Books. Once the integration status is Active, you will be able to collect payments from your customers.

Advanced Settings

Based on the options you had chosen during your registration, your integration will be configured. Some of these will be listed under the Advanced Settings option in Zoho Books. Here’s how you can edit them:

Advanced Settings

Advanced Settings

Enable Payment Options

After seting up the integration, you can enable payment options in your invoices to allow your customers to make payments. To enable payment options:

Enable Payment Options

Receive Payments from Customers

Your customers can view the invoices and make payments in their Client Portal when they login. If the client portal has not been enabled, customers can make payments directly from the invoice sent to them via email.

Here’s how customers can make payments:

Email

Pay Now

Proceed to Payment

Online Payment

(or)

Challan Generation

Your ICICI Bank eazypay account will be linked to your Corporate Internet Banking (CIB) portal in the background. You can login to your CIB portal to:

To do this:

View in Portal

Insight: If you haven’t created a Login ID for your CIB Portal, enter your CorpID.UserID in the given field.

eazypay Log In

eazypay in portal

eazypay Reports

You will be able to view and access all transactions, reports and initiate initiate refunds.

Delete the Integration

You can delete the integration from Zoho Books whenever you want to stop receiving payments through eazypay or when you want to configure a new account. To delete the integration:

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Note: Zoho Books does not collect any transaction fee while receiving payments. Transaction fee if any, is collected by the bank based on their norms.

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