Zoho Inventory

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Payment Gateway Integration

Zoho Inventory 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.

To integrate with payment gateways, you need the following requirements:


Benefits of integrating with a payment gateway

Insight: Zoho Inventory does not store any of the payer’s card information. When your payer clicks the online payment link and submits the form, we encrypt the data and send it to the respective payment gateway securely. After the payment is processed, Zoho Inventory receives a confirmation message along with the card reference number, expiry date and month. These details are updated in the payments received section of the invoice in Zoho Inventory.


Stripe

To integrate and pay using Stripe payment gateway:

Create new Stripe account

Stripe setup page - top

Note: When you setup this integration, the above information and an access token will be shared with Stripe.

Sign in to existing account

If you already have a stripe account, then click the Sign in option found on the top-right corner of the Stripe setup page.

You will now be able to provide Stripe as a payment option to your customers on their invoices.

Note: When you setup this integration, an access token will be shared with Stripe.


PayPal

To setup PayPal as your preferred gateway for receiving payments:

screen shot of paypal setup page

screenshot of the paypal comparison chart

Note: When you setup this integration, your email address will be shared with Paypal.


Razorpay

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

To setup Razorpay gateway:

Setup button for Razorpay

You will be redirected to the Razorpay website.

Razorpay login page

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.

Authorize Zoho Inventory integration with Razorpay

You will be redirected back to your Zoho Inventory account where the Active status next to Razorpay will denote the successful integration.

Razorpay successful integration

Disable Razorpay

To disable the Razorpay integration: * Log into Zoho Inventory. * Go to Settings > Online Payments. * Click the Remove option under Razorpay integration. * Confirm your action.

Razorpay disable integration

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


Authorize.Net

To configure Authorize.Net:

Screen shot of Authorize.Net setup page

Note: When you setup this integration, your API Login ID and Transaction Key will be shared with Authorize.Net.


Payflow Pro

To set up Payflow Pro:

Important Note:

  • 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.
  • When you setup this integration, the fields mentioned above will be shared with Payflow Pro.

Screen shot of Payflow Pro setup page


Payments Pro

To set up Payments Pro:

Screen shot of Paypal Payments Pro setup page

Note: When you setup the integration, your API credentials and Signature will be shared with Payments Pro.


2CheckOut

To configure 2CheckOut:

Screen shot of 2checkout setup page

Note: When you setup the integration, your 2CO Account# and Secret Word will be shared with 2Checkout. 


Braintree

To configure BrainTree:

Screen shot of Braintree setup page

Note: When you setup the integration, the fields mentioned above will be shared with Braintree.


Forte

To set up Forte:

Screen shot of Forte setup page

Important Note

  • Forte only supports the USD currency.
  • When you setup the integration, the fields mentioned above will be shared with Forte.

Worldpay

To setup Worldpay payment gateway:

Screen shot of world pay set up page

Important Note:

  • Capture Delay Settings in your Worldpay Merchant Interface (in both Ecommerce merchant profile and Pay As Order merchant profile) needs to be turned off.
  • When you setup this integration, the fields mentioned above will be shared with Worldpay.

WePay

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

Overview:

Things to remember


Setting up WePay

Setup :

Setup flow

To setup WePay from Zoho Inventory,

Initiate the integration

1. Navigate to the Settings > Online Payments. Now, click on the Create your account 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. Learn more about users

select email address

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

Confirmation popup

Verify your email address

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 Integrations > Payments > 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 Inventory password.

Set password

Add business information

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

WePay business information profile

Add bank information

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

Note: When you setup the integration, the fields mentioned above will be shared with WePay.

Have a WePay account already?

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

1) Add the email address as an Admin User. Click here to learn how to add an Admin User? (If the email address is already an Admin User skip to the second step)

2) After adding, select the email address in the WePay setup popup from the drop-down list.

3) Click on the verification link sent to the email address and fill in the business and bank account details form and click on Associate Bank Account.

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

Transaction Charges

The online transaction fees will depend upon the charges specified by WePay.


Set up payment options from invoice

When you integrate a payment gateway with your Zoho inventory organization, it will be available as a payment option for your invoices.

To add a payment gateway in an invoice:

  1. Go to Invoices.
  2. Create a new invoice or edit an unsent invoice.
  3. Click Set up Payment Gateway and configure a payment gateway.

    Integrating with payment gateways from invoices

  4. Save and email the document, or share the invoice link with your customer.

Your customers can now choose to pay you online through the added payment gateways.


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