## Zoho Billing - Product, solutions, integrations, support, and resources Index Access the complete documentation index at: https://www.zoho.com/us/billing/llms.txt Use this file to discover all available documentation pages before proceeding. # Integrate Zoho Billing with CSG Forte CSG Forte is a payment solution that lets you accept and send payments swiftly and safely. You can configure CSG Forte in Zoho Billing to collect one-time and recurring invoice payments for invoices. **Note:** This integration is only available for users in the United States and Canada editions of Zoho Billing and supports payments in USD and CAD. Supported Payment Methods Transaction Charges Settlement Time ACH 1% + $0.25 4 days Credit Card 2.95% / $0.25 Based on [cut-off time](https://support.forte.net/support/solutions/articles/11000053797-what-are-cutoff-times-) Transaction charges are applicable as per [CSG Forte’s Pricing](https://www.forte.net/get-started/). Zoho does not charge any additional fees. ## Set Up CSG Forte You can set up the integration in Zoho Billing if you already have a CSG Forte account. If you do not have one, you can [create a new CSG Forte account](https://www.forte.net/zoho/) from Zoho Billing. **Note:** If you’re creating a CSG Forte account, it might take 24-48 hours for the new account to be activated. To set up CSG Forte in Zoho Billing: * Go to _Settings_. * Click _Online Payments_ and select **Payment Gateways**.. * Click **Set Up Now** next to _CSG Forte_. * Enter the following details: Field Description **Location ID** Enter the Location ID you would like to associate with Zoho Billing. You can find this ID in the _Locations_ module in your Dex portal. **API Login ID** A value that identifies your Forte account. This is available in the _Credentials_ tab under the _Locations_ module. **Organization ID** A unique ID associated with the organization in your CSG Forte account. You can find this in the _Locations_ module in your Dex portal. **Access ID** The Access ID is your username for API authentication, found in the _API Credentials_ module under Developer. **Secure Key** Secure Key is your password for API authentication, which can be found in the _API Credentials_ module under _Developer_. **Bank Account** Select the bank account where you will make and receive payments. **Payment Method** Check the payment method that you would like to enable. Forte supports payment collection using cards and bank transfers (ACH). ![Set up CSG Forte](/billing/images/help/images/settings/online-payments/csg-forte/set-up.png) * Click **Save**. You will have configured CSG Forte in Zoho Billing. ## Collect Customer Payments ### Enable Payment Options After setting up the integration you have to enable CSG Forte as a payment option in the invoices you create. To enable: * Go to the _Invoices_ module. * Create a new invoice with the necessary details. * Scroll to the bottom of the page and check **Forte (ACH, Card)** as a payment option. ![Enable Payment Options](/billing/images/help/images/settings/online-payments/csg-forte/enable-payment-options.png) * Click **Save**. Your customers will now be able to make payments using the payment options you’ve enabled. ### Receive Payments from Customers Once you’ve enabled payment options, your customers can make payments through the customer portal. To pay, your customers will have to: * View the invoice from the customer portal. * Click the **Pay Now** button, and they will be redirected to the payment page. * Choose a payment method and then select an existing card or bank account or add a new one. * Click **Make Payment**. ![Make Payment](/billing/images/help/images/settings/online-payments/csg-forte/make-payment.png) Your customers can also make payments from the [secure payment page](/us/billing/help/invoice/other-actions.html#public-link-payment) shared with them via email or shared URL. **Insight:** Customers can also check the **Allow business to collect future charges automatically** option to charge them for future invoices. You will receive an email regarding the online payment made by your customer, and the invoice status will be marked as paid. ### Charge Customers You can charge your customers manually or automatically for the invoices using the saved cards or bank accounts. Learn how to [associate a card or bank account](/us/books/kb/payments/card-on-file.html) with your customer. #### Manual Charge To charge your customers for their invoices manually: * Go to the particular invoice from the _Invoices_ module. * Go to the **Record Payment** dropdown and select **Charge Customer**. ![Manual Charge](/billing/images/help/images/settings/online-payments/csg-forte/manual-charge.png) * Choose the customer’s card or bank account to charge them. **Insight:** If you have not saved your customer’s card or bank details, you can request payment information (recommended) or add them now. * Click **Proceed**. You will have charged your customer for the invoice. #### Auto Charge In case of a subscription, you can associate a card or bank account to the profile to auto charge the customer. * Go to the _Sales_ module and select _Subscriptions_. * Select the subscription that you wish to associate with the card. * Click _Associate Payment Options_ and select **Associate Card**. ![Associate Card](/billing/images/help/images/settings/online-payments/csg-forte/associate-card.png) * Enter the customer’s card details and click **Associate Card**. If you’ve already added a card for the customer, click **Associate Card** in the pop-up to associate the same card. Your customer’s card will be automatically charged when their invoice is due. ## Edit the Integration If you would like to change the bank account, enable or disable payment methods, or just update your credentials, you can edit the settings: * Go to _Settings_ and select **Online Payments**. * Select **Payment Gateways**. * Click **Edit Settings** next to _CSG Forte_ and make the necessary changes. * Click **Save**. Your integration settings will be updated. ## Delete the Integration If you no longer wish to use this integration, you can delete it. To do this, you will first need to [remove any saved cards and bank details](/billing/kb/customers/delete-payment-method.html) of customers for whom CSG Forte is the default payment gateway. To delete: * Go to _Settings_ and select **Online Payments**. * Select **Payment Gateways**. * Click the **Trash** icon next to _CSG Forte_. * Click **OK** to confirm. **Note:** You will not be able to delete the integration if there are ACH transactions that are currently in progress. We recommend you wait until the transactions are processed and try again. CSG Forte will be disabled in Zoho Billing. Was this document helpful? ![](/billing/images/ue-resources/common/thumbs.svg) Yes ![](/billing/images/ue-resources/common/thumbs.svg) No Was this document helpful? Enter your comments or feedback on this page Enter your email address ![](#) Refresh Type the characters you see in the image above By clicking Submit, you agree to our [Privacy Policy](https://www.zoho.com/privacy.html) . Submit Cancel Submit Submit ![](/billing/images/ue-resources/common/smiley.svg) Thank you for your feedback!