Zoho Invoice

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Integration Preferences

Zoho Invoice provides a variety of integrations allowing you to collaborate and make different entities work together in your business. In the Integration Preferences, you can configure them. The integrations are grouped as follows:

Online Payments

Zoho Invoice 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. To set up a payment gateway, click the gear icon on the top right and select Integrations. Now choose Online Payments. You’ll find the list of payment gateways that Zoho Invoice supports.

When you integrate a payment gateway with your Zoho Invoice organization, your merchant account information will be shared with the gateway. Zoho Invoice will store only the last four digits of your customer’s card details.

Payment Gateways

Click on a payment gateway to find out how you can use it along with Zoho Invoice.


PayPal

To setup PayPal as your preferred gateway for receiving payments,

Setting up PayPal


Razorpay

Razorpay is an Indian Payment Gateway that accepts and validates online payments via Credit Card, Debit Card and Net banking.

Set up the Razorpay Integration

To set up Razorpay for receiving payments,

razorpay-set-up-page

You will be redirected to the Razorpay website.

razorpay-log-in

Note: If you don’t have an existing Razorpay account, click the Sign Up button in the top right corner to create a new account.

razorpay-authorize
Disable the Razorpay Integration

To disable the Razorpay integration:

razorpay-disable razorpay-disable-confirmation

Note: If you disable the Razorpay integration and want to enable it again, you would have to re-enter your Razorpay credentials.


2CheckOut

To configure 2CheckOut,

Setting up 2Checkout

If you haven’t created a 2Checkout merchant account yet, click here to sign up now.


Card Verification Settings

Initially card address was made mandatory in Zoho Invoice. 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:

Adding Users

Adding Users


Zoho Invoice ZSC (Zoho Service Communication) Key

Zoho provides numerous world class apps in addition to Zoho Invoice, such as Zoho CRM, Zoho Books, etc. If you have a Zoho CRM account and would like to integrate with your Zoho Invoice or Zoho Books account, you may use this ZSC key to do so. The ZSC Key is a unique key used to communicate between these apps.

Adding Users


Transaction Fee of All the Payment Gateways

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