Integrations
In this section you can learn about different integrations Zoho Books offers and how these integrations can be used for your business.
Online Payments
In the Zoho Books app, you can now access Online Payments as a separate section directly under Settings.
Zoho Books 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.
Click on a payment gateway to find out how you can use it along with Zoho Books.
PayPal
To setup PayPal as your preferred gateway for receiving payments, click on the Gear icon on the top right hand side corner of the screen. Go to Online Payments and click the Set up Now button adjacent to Paypal logo. Enter the following information and click Save.
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Registered email Address: Enter the email address using which you registered in PayPal.
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Re-enter the email Address: Re-enter the email address for confirmation.
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Default Payment Option:
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PayPal Standard: Choose this mode of payment to transact with your clients from across the globe. Your clients can pay you with a credit card even if they don’t have a PayPal account. You receive your payments instantly. In PayPal standard, a percentage is charged as the transaction fee.
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PayPal Business Payments: Regardless of your invoice amount, the transaction fee charged by PayPal is just 50 cents. Your clients however can make payments only via an eCheck or PayPal balance. The payment may be delayed if the payment is received via eCheck. In this mode of payment, both you and your clients need to have a US PayPal account.
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To help you decide which of the Payment Options work for you, click on the grey question mark icon next to the Default Payment Options field to see the comparison between the two.
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Bank Account: Enter the Bank Account where money received should reflect.
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Page Style: Enter the layout of the payment page, that your customers see. Please note that this option is available only for PayPal Standard users. Click here for more on PayPal’s page style option.
When you setup this integration, your email address will be shared with Paypal.
Transaction charges
The online transaction fees will depend upon the charges specified by 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,
- Go to Settings > Online Payments.
- Choose Customer Payments.
- In the Razorpay section, click Set up Now.
- Enter the email and the password of your Razorpay account.
- Click Login.
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.
- Once you’ve logged into your Razorpay account, click Authorize to complete the setup.
Disable the Razorpay Integration
To disable the Razorpay integration:
- Go to Settings > Online Payments.
- Select Customer Payments in the left sidebar.
- Click the Trash icon on the right side of Razorpay.
- Click OK.
Note:
If you disable the Razorpay integration and want to enable it again, you would have to re-enter your Razorpay credentials.
2Checkout
2Checkout enables businesses to accept mobile and online payments from buyers worldwide. It is ideal for businesses that sell products internationally.
To configure 2Checkout:
- click on the Gear icon on the top right corner and click Online Payments.
- Go to the Customer Payments tab and click Set up Now under the 2Checkout section.
- Enter the following information and click Save.
2CO Account #: Enter your 2CO Account number provided to you. Ensure that you configure your 2Checkout account by logging in to the 2CO control panel.
Secret Word: Enter the Secret word (Password) here.
Bank Account: Enter the Bank Account where money received should reflect.
When you setup the integration, your 2CO Account# and Secret Word will be shared with 2Checkout.
If you haven’t created a 2Checkout merchant account yet, sign up now.
Tip - Countries supported by 2Checkout: Supports all countries except North Korea, Iran, Sudan, Syria, Cuba and Myanmar (Burma).
Transaction charges
The online transaction fees will depend upon the charges specified by 2Checkout.
Card Verification Settings
Initially card address was made mandatory in Zoho Books. 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:
- Click the Gear icon present at the top right corner of the screen.
- Go to Online Payments and click the Card Verification Settings button.
- Here you can customize card address details accordingly.
Zoho Service Communication (ZSC) Key
Zoho provides numerous world class apps in addition to Zoho Books, such as Zoho CRM, Zoho Invoice, etc. If you have a Zoho CRM account and would like to integrate with your Zoho Books or Zoho Invoice account, you may use this ZSC key to do so. The ZSC Key is a unique key used to communicate between these apps.
- Navigate to Settings > Integrations and select Zoho Books ZSC Key, to get the key or to generate a new one.
- Click on the Regenerate ZSC Key link provided on this page, to generate a new ZSC key.
When cards are used for payment, the payer’s card information will be encrypted and passed to the payement gateway. After the payment is processed and confirmed, the last 4 digits of the card along with the month and year of expiry are stored in the payment details section of Zoho Books.
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