## Documentation Index Access the complete documentation index at: https://www.zoho.com/in/books/help/llms.txt Use this file to discover all available documentation pages before proceeding. # Integrate Zoho Books with Stripe Stripe is a leading payment service provider that lets businesses collect payments securely. You can collect one-time card payments from multiple [countries](https://stripe.com/global) and [currencies](https://docs.stripe.com/currencies) by integrating Zoho Books with Stripe. Once integrated, you can also: * Track payments via Stripe through reports and graphs. You can: * View the Payment Clearing Summary graph within the _Banking_ module in the _Stripe Clearing account’s Dashboard_. * Filter the Account Transactions report to view detailed records of Stripe transactions from Zoho Books. * Track user actions and modifications within the Stripe integration in the Activity Logs & Audit Trail report. * Monitor the sales information of Zoho Books in your Stripe account. **Note:** Transaction charges are applicable as per [Stripe’s pricing policy](https://stripe.com/gb/pricing). Zoho does not charge any additional fees. ## Set Up Stripe To get started, you will have to connect your Stripe account with Zoho Books. 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_. You will be redirected to Stripe’s login page. * Enter your **Email Address** and **Password**, and click **Submit**. * In the next page, select an account from the dropdown or create a new account and click **Connect**. You will have successfully connected your Stripe account to Zoho Books. ## Collect Customer Payments ### Enable Payment Options After setting up the integration in Zoho Books, enable Stripe as a payment option in invoices to receive payments. To enable: * Go to the _Invoices_ module. * Create a new invoice with the necessary details or click **Edit** on the particular invoice. * Scroll to the bottom of the page and check **Stripe** as a payment option. ![Payment Option Stripe](/in/books/help/images/online-payments/stripe/online-payment-option-stripe.png) **Note:** If you select multiple payment gateways, the last configured payment gateway will be used by default to receive payments. * Click **Save**. Stripe will be chosen as the payment option to collect payments. ### 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 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**. ![Make Payments](/in/books/help/images/online-payments/stripe/make-payment-stripe.png) **Note:** Customers can check the **Allow ‘Your Company Name’ to collect future charges automatically** box to charge their card for future recurring invoices. **Insight:** Zoho Books supports [Link by Stripe](https://docs.stripe.com/payments/link), 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](https://www.zoho.com/in/books/kb/payments/card-on-file.html). **Prerequisites:** Enable the [Create, Charge, and Send Invoices](https://www.zoho.com/in/books/help/recurring-invoice/preferences.html) 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. ![Associate Card Charge](/in/books/help/images/online-payments/stripe/auto-charge-card-stripe.png) * Click **Associate Card**. ![Associate Card](/in/books/help/images/online-payments/stripe/associate-card-stripe.png) 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** drop-down and select **Delete Card**. ![Delete Recurring Card](/in/books/help/images/online-payments/stripe/delete-recurring-card.png) * Click **Delete Card** to confirm. The associated card will be removed from the recurring invoice. ## Track Stripe Transactions in Zoho Books In Zoho Books, you can track your Stripe related transactions and activities in two ways: 1. [Track transactions through the Stripe clearing account](/in/books/help/online-payments/stripe.html#track-transactions-through-the-Stripe-clearing-account) 2. [Track transactions through reports](/in/books/help/online-payments/stripe.html#track-transactions-through-reports) ### 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 _Banking_ module (this account will be created automatically once the integration is complete). You can track and monitor these transactions by: * Using the Payment Clearing Summary graph and the recently added transactions in the _Overview_ tab. * Viewing the list of all the 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 in the _Transaction_ tab. If Stripe owes you any amount, you can view it under **Amount in Zoho Books** at the top left corner of the page ![Stripe Clearing.png](/in/books/help/images/online-payments/stripe/amount-in-zb.png) ### Track transaction through Reports You can track transactions and activities related to Stripe in Zoho Books by: * Using the _Account Transactions report_ to filter and view detailed records of Stripe transactions in Zoho Books. * 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](https://www.zoho.com/in/books/kb/contacts/delete-card.html). **Warning:** Stripe 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 _Customer Payments_ from _Online Payments_. * Click the **Delete** icon next to _Stripe_. * Click **OK** to confirm. The Stripe integration will be deleted from your Zoho Books account. **Note:** Deleting the integration will not delete the credit cards stored in Stripe.