In this section you can learn about different integrations Zoho Books offers and how these integrations can be used for your business.
Zoho Books is integrated with major online payment gateways to help you receive payments for your invoices online. This ensures faster and hassle free receipt of payments and further automates your cash flow and its book keeping.
Click on a payment gateway to find out how you can use it along with Zoho Books.
To setup PayPal as your preferred gateway for receiving payments, click on the gear icon on the top right hand side corner of the screen. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Paypal logo. Enter the following information and click Save.
Registered email Address: Enter the email address using which you registered in PayPal.
Re-enter the email Address: Re-enter the email address for confirmation.
Default Payment Option:
PayPal Standard: Choose this mode of payment to transact with your clients from across the globe. Your clients can pay you with a credit card even if they don’t have a PayPal account. You receive your payments instantly. In PayPal standard, a percentage is charged as the transaction fee.
PayPal Business Payments: Regardless of your invoice amount, the transaction fee charged by PayPal is just 50 cents. Your clients however can make payments only via an eCheck or PayPal balance. The payment may be delayed if the payment is received via eCheck. In this mode of payment, both you and your clients need to have a US PayPal account.
To help you decide which of the Payment Options work for you, click on the grey question mark icon next to the Default Payment Options field to see the comparison between the two.
Bank Account: Enter the Bank Account where money received should reflect.
Page Style: Enter the layout of the payment page, that your customers see. Please note that this option is available only for PayPal Standard users. Click here for more on PayPal’s page style option.
Razorpay is an Indian Payment Gateway that accepts and validates online payments via Credit Card, Debit Card and Net banking.
To set up Razorpay for receiving payments,
- Click on the Gear icon.
- Select Integrations from the drop down.
- Select Online Payments and click on the Setup Now button under Razorpay.
- Enter the information required and click on Save.
To set up this payment gateway you must have a registered account in Razorpay. If you’re new to Razorpay, click here to setup a Razorpay account.
Card Verification Settings
Initially card address was made mandatory in Zoho Books. This was initiated by us to avoid confusions with respect to various payment gateways as different payment gateways have different validations. But now you are given that option to decide on whether the card address needs to be shown or not.
Depending on your choice of gateway you can enable the necessary fields of the card address to be shown or to be made mandatory by making the preferences in Card Verification Settings.
Kindly follow the steps below to make card address related changes:
- Click the Gear icon present at the top right corner of the screen.
- Go to Integrations and select Online Payments and click the Card Verification Settings button.
- Here you can customize card address details accordingly.
Zoho Service Communication (ZSC) Key
Zoho provides numerous world class apps in addition to Zoho Books, such as Zoho CRM, Zoho Invoice, etc. If you have a Zoho CRM account and would like to integrate with your Zoho Books or Zoho Invoice account, you may use this ZSC key to do so. The ZSC Key is a unique key used to communicate between these apps.
Navigate to Settings -> Integrations and select Zoho Books ZSC Key, to get the key or to generate a new one.
Click on the Regenerate ZSC Key link provided on this page, to generate a new ZSC key.