## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/ke/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Integrate Zoho Books with Verifone (2Checkout)

Verifone (formerly 2Checkout) offers a secure and globally recognized payment processing solution. You can integrate Verifone with Zoho Books to collect one-time card payments securely from various countries and [currencies](https://verifone.cloud/docs/2checkout/Documentation/07Commerce/Checkout-links-and-options/Billing-currencies) and seamlessly track received payments through reports.

**Insight:** Learn more about the [countries and territories restricted by Verifone](https://verifone.cloud/docs/2checkout/Onboarding/Get-started-with-your-2Checkout-account/Restricted-countries-and-territories).

**Note:**

*   This integration is available only for users in the United States, United Kingdom, Canada, Australia, India, United Arab Emirates, Kuwait, Oman, Saudi Arabia, Kenya, Mexico, and Global editions of Zoho Books.
*   Transaction charges are applicable as per [Verifone’s pricing policy](https://www.2checkout.com/pricing/). Zoho does not charge any additional fees.

## Set Up Verifone

To set up the Verifone integration in Zoho Books, you must have a Verifone account. If you don’t have an account already, you can create one and proceed with the integration.

While setting up Verifone in Zoho Books, you will have to enter a secret word that can be found in your Verifone account.

To find the secret word:

*   Log in to your _Verifone_ account, click _Account_ and select _Site Management_.
*   In the _Checkout Options_ column, select **Header Redirect (Your URL)** under _Direct Return_.
*   Paste `https://books.zoho.com/n/2checkout` in the **Approved URL** field and click **Save Changes** to update the settings.
*   Copy the **Secret Word** from the bottom of the page.

Once you have copied the secret word, you can continue with setting up the integration.

To set up the integration:

*   Go to _Zoho Books_ and navigate to _Settings_ and select _Customer Payments_ under _Online Payments_.
    
*   Click **Set Up Now** next to _Verifone_.
    
*   Enter the following details:
    
    **Field**
    
    **Description**
    
    **2CO Account #**
    
    A unique ID used to identity your Verifone account. You can find this number on the top right corner of your Verifone account.
    
    **Secret Word**
    
    Paste the secret word copied from your Verifone account.
    
    **Bank Account**
    
    Select the bank account where you will receive payments.
    
    ![Set Up Verifone](/books/help/images/online-payment/verifone/set-up-verifone.png)
*   Click **Save**.
    

Verifone will be configured for your Zoho Books account.

## Collect Customer Payments

### Enable Payment Options

After setting up the integration in Zoho Books, enable Verifone 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 **Verifone (Card)** as a payment option.
    
    ![Enable Verifone](/books/help/images/online-payment/verifone/enable-verifone.png)

**Note:** If you select multiple payment gateways, the last configured payment gateway will be set as default to receive payments.

*   Click **Save**.

Verifone will be chosen as the payment option to collect payments.

### Receive Payments from Customers

Once you’ve enabled Verifone as a payment option, your customers can pay using the shared link or through 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 then click **PROCEED TO PAYMENT**, after which they will be redirected to the Verifone payment page.
    
    ![Proceed to Payment](/books/help/images/online-payment/verifone/proceed-to-pay-verifone.png)
*   Enter their payment information and complete the payment.
    

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.

## Track Transactions

In Zoho Books, you can filter and track transactions related to Verifone using the Account Transactions report.

To filter the report:

*   Go to the _Reports_ module and click _Account Transactions_ under _Accountant_.
    
*   Click **\+ More Filters** at the top of your report.
    
*   Select **Account** from the field drop-down, **is in** from the comparator drop-down, and **Verifone** from the account drop-down.
    
    ![Verifone Report](/books/help/images/online-payment/verifone/verifone-report.png)
*   Click **Run Report**.
    

Your report with the transactions related to Verifone will be generated.

## Edit the Integration

If you would like to update the associated bank account, you can edit it in your settings.

To edit:

*   Go to _Settings_ and select _Customer Payments_ under _Online Payments_.
*   Click **Edit Settings** next to _Verifone_ and make the necessary changes.
*   Click **Save**.

Your integration settings will be updated.

## Delete the Integration

If you no longer want to use this integration, you can delete it. Before deleting, uncheck Verifone as a payment option in all unpaid invoices.

**Warning:** Verifone is automatically enabled in all your Zoho Finance apps, so disabling it in one app will disable it across all other Zoho Finance apps.

To delete:

*   Go to _Settings_ and select _Customer Payments_ under _Online Payments_.
*   Click the **Delete** icon next to _Verifone_.
*   Click **OK** to confirm.

Your Verifone integration will be deleted in Zoho Books.