Zoho Invoice

Help Docs

Back to Integrations Overview

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.

Payment Gateways

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

   Payment    Gateway   Supported Countries
Authorize.net United States, United Kingdom, Europe, Australia, Canada.
Payflow Pro United States, Canada, Australia, New Zealand.
Payments Pro United States, United Kingdom, Canada.
Stripe Australia, Canada, Ireland, United Kingdom, United States, Belgium, Finland, France, Germany, Luxemberg, Netherlands, Spain, Denmark, Norway, Sweden, Singapore and Japan.
2Checkout Supports all countries except North Korea, Iran, Sudan, Syria, Cuba and Myanmar (Burma).
Braintree Works for United States, Canada, Europe, Singapore, Hong Kong, Malaysia, Australia, and New Zealand.
Forte United States and Canada.
Worldpay United Kingdom.
WePay United States.
GoCardless United Kingdom

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


Authorize.Net

To configure Authorize.Net,

Setting up Authorize net

Prerequisites for using with Auto-charge in Zoho Invoice

Configuring Auto-charge Settings


Payflow Pro

To set up Payflow Pro, click on the gear icon on the top right hand side corner of the screen and select More Settings. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Payflow Pro logo. Enter the following information and click Save.

When you register for Payflow Pro, you will receive an email with information like your Partner ID and Vendor name. Please keep that email at hand while filling the details for Payflow Pro.

Then enter the following information and click Save.

Setting up PayFlow Pro


Payments Pro

To set up Payments Pro, click on the gear icon on the top right hand side corner of the screen and select More Settings. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Payments Pro logo. Enter the following information and click Save.

Setting up Payments Pro

API Username, API Password and Signature

Prerequisites for using with Auto-charge in Zoho Invoice

In order to use PayFlow Pro for Auto-charge, you need to enable Reference transactions in their merchant account.

Configuring Auto-charge Settings


Stripe

Stripe is an online payment gateway provider that accepts credit cards.

To set up Stripe as your Payment Gateway,

Integration Option

Connect with Stripe option

Stripe Login


2CheckOut

To configure 2CheckOut, click on the gear icon on the top right hand side corner of the screen and select More Settings. Go to Integrations and select Online Payments and click the Setup Now button adjacent to 2Checkout logo. Enter the following information and click Save.

Setting up 2Checkout

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


Braintree

To configure BrainTree, click on the gear icon on the top right hand side corner of the screen and select More Settings. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Braintree logo. Enter the following information and click Save.

Setting up Braintree


Forte

To set up Forte, click on the gear icon on the top right hand side corner of the screen and select More Settings. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Forte logo. Enter the following information and click Save..

Forte only supports the USD currency.

Setting up Forte


Worldpay

To setup Worldpay payment gateway, click on the gear icon on the top right hand side corner of the screen and select More Settings. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Worldpay logo. Enter the following information and click Save. Also note that Zoho Invoice supports only corporate gateway accounts.

Capture Delay Settings in your Worldpay Merchant Interface (in both Ecommerce merchant profile and Pay As Order merchant profile) needs to be turned off.

Click on the gear icon on the top right corner and select the Integrations option. Now click the Online Payments sub-tab. Click the Setup Now button right adjacent to the Worldpay logo.

Setting up Worldpay

Ecommerce Merchant Code and Ecommerce XML Password should be the same as in the Worldpay Virtual Terminal.

Pay As Order Merchant Code and Pay As Order Merchant Password should also be the same as in the virtual terminal.


ACH Payments in Zoho Invoice

Zoho Invoice offers ACH payments via Authorize.net and Forte gateways, payment gateways that specializes in ACH payments.ACH is a secure payment transfer system that connects all US financial institutions. This facility will allow you to debit payments directly from a customer’s authorized bank account.

The following are the requirements for making ACH payments,

To use ACH facility, you will need to setup authorize.net or Forte as the default payment gateway on Zoho Invoice.

Setting up a bank account for ACH Payments

Step 1:

Go to the Invoices tab. Select the invoice for which a payment needs to be recorded. Click on the Record Payment drop-down and select Charge Customer. A Charge Customer screen will open up.

ACH Charge Empty

Step 2:

You will be asked to enter either Credit Card Details or Bank Account Details. In this case, select the tab Bank Account Details and enter the customer’s bank account details. Account number, Account type and Routing number are mandatory fields to configure the bank account.

ACH Charge

Select the check-box against Customer authorises “Org Name” to charge his / her checking account for making payment and click on Proceed.

Configuring number of retries and intervals

Zoho Invoice allows you to configure the number of retries necessary in case of a transaction failure. The various configurations available are shown below.

Retries


WePay

WePay is an online payment service provider whose integration with Zoho Invoice allows you to receive payments directly to your bank account. Some striking features of WePay’s integration include,

1) Have your merchant account created in minutes

2) Low processing fee

3) No setup fee

4) No hidden charges

5) Auto-charge feature

WePay Integration Overview:

Things to remember

Setting up WePay

To setup WePay,

1. Navigate to Gear icon > Integrations > Online Payments. Now, click on the Try WePay button under WePay to get started.

Email me steps

2. To signup, select the email address from the drop-down with which you want to create the WePay account with and click on Confirm.

Note: Only the Admin Users’ email addresses will be displayed in the drop-down. How to add an Admin User?

select email address

3. You’ve now successfully initiated the WePay setup process.

Confirmation popup

4. Now, login to the selected email account and click on the email with the subject WePay - Activate your account. In the email, click on the Proceed button to validate your account and you’ll be redirected to WePay to finish the setup.

If you do not receive the confirmation message within a few minutes, kindly check your Spam folder just in case the confirmation email got delivered there instead of your inbox. You can resend the verification email under More Settings > Integrations > WePay.

Email confirm button

6. In the login page, enter a password for your WePay account and click on Grant Access.

Note: The password entered here is independent from your Zoho Invoice password.

Set password

7. In the next screen, fill in your personal and business details and click on Save & Next.

After this step, you can start accepting payments.

WePay business information profile WePay business information profile

8. Enter the bank account details to which the payments are to be transferred and click on Associate Bank Account to complete your WePay setup.

Bank account details


Have a WePay account already?

If you are trying to use the email address which is already associated with WePay, follow the steps below:

Select email address


How to connect my bank account if I skipped it the first time?

If you’ve started the setup process but you’ve skipped entering your bank account details, you can very well add it later. To do so,

Link bank account WePay


Other actions

To edit your WePay profile or to view transaction history,

Manage account


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


GoCardless

GoCardless is a UK based Direct Debit provider. Integrating GoCardless with Zoho Invoice enables you to easily collect one-off or recurring invoices via Direct Debit - putting you in control of your cashflow. Your customers will be able to set up the Direct Debit mandate and pay the invoices that you send using the link in the email or through the client portal.

Things to remember:

contacts page

Connecting GoCardless with Zoho Invoice:

Setting up an integration with GoCardless will enable your customers to make payments through the Client Portal. To configure GoCardless,

Existing GoCardless Users

Connect to GoCardless

Connect to GoCardless page

New GoCardless Users

New user

New user

Other actions

Mandate Sync

Mandate sync in GoCardless allows you to fetch your customers’ mandate details from your GoCardless account to your Zoho Invoice account.

Here are a few things you should remember while enabling Mandate Sync:

To sync the mandates,

Preference

You can change the header content of the payment page by changing the Mandate Description. Follow the steps mentioned below to change the Mandate Description,

Preference-description

Preference-gocardless

Note: Your organisation’s name will be displayed by default if no Mandate Description is given.

Preference-gocardless

Transaction History

You can view the list of all your transactions under Transaction History. To do so follow the steps mentioned below,

Transaction-gocardless

Remove integration

To disable the GoCardless integration,

Remove Integration

Making payments through Client Portal using GoCardless.

Client Integration

Note: Customers can also choose to save their account details for future transactions by checking the Use this Direct Debit mandate for future transactions option.

Client Integration 3

Client Integration 2

Client Integration 4

Was this document helpful?
Thank you for your feedback!
TOP