Inventory

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.

Prerequisites

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

• An active account with the payment gateways that you wish to integrate with.(unless the gateway allows you to create a new account during the integration process like Stripe for example)
• An active account in Zoho inventory.

Why integrate with a payment gateway?

• On integrating with a payment gateway, when you send an invoice to your customer, the customer will also receive a payment link using which, they will be able to make instant payments.
• This integration automates your payment collection process by providing secure and fast payment gateways to collect the payments made by your customers.
• When a payment has been successfully made by your customer, the status of your invoice gets updated accordingly and a payment receipt is generated. If you had set up an automation for sending thank you notes on payment, then your customer also gets wind of your gratitude as soon as they make payments.
• This integration saves you the trouble of manual payment entries, human data entry errors, need of collecting payments through less secure means and long chains of follow ups within your organization.

Stripe

To integrate and pay using Stripe payment gateway:

• Log into Zoho Inventory.
• Go to Settings > Integrations.
• Click the Customer Payments tab.
• Click the Set up Now button below Stripe.

Create new Stripe account

• If you do not have an account, you can create one with Stripe by filling up all the necessary information such as your Business Details, Credit Card Details, Bank Details and Save your Stripe Account section.

• When you are ready, click on the Authorize access to this account button to successfully integrate your account with Zoho Inventory.

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.

• Enter your the email and password of your Stripe account.
• Click the Sign in to your account button to complete your integration.

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:

• Navigate to the Integrations module.
• Select the Payments tab.
• Click on the Setup Now button below the Paypal logo.
• Enter the following information and click Save.

• Registered email Address: Enter the email address using which you registered in PayPal.
• Re-enter the email Address: Re-enter the email address for confirmation.
• Default Payment Option:
  • 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.
  • 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.
  • To help you decide which of the Payment Options work for you, click on the (compare) option next to the Default Payment Options field to see the comparison between the two.

• Bank Account: Enter the Bank Account where money received should reflect.
• 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.

Payflow Pro

To set up Payflow Pro:

• Navigate to the Integrations module.
• Select the Payments tab.
• Click on the Setup Now button below the Payflow Pro logo.
• Enter the following information and click Save.
  • Currency: The currency you set up in your Payflow Pro account.
    • Payflow currently supports transaction in 10 leading currencies.
  • Partner: The partner ID as mentioned in your Payflow Pro account.
  • Vendor: Your vendor name as mentioned in your Payflow Pro account.
  • User: Enter your Payflow Pro username.
  • Password: Enter your Payflow Pro password.
  • Bank Account: Enter the Bank Account where money received should reflect.

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.

Payments Pro

To set up Payments Pro:

• Navigate to the Integrations module.
• Select the Payments tab.
• Click on the Setup Now button below the Payments Pro logo.
• Enter the following information and click Save.

• API Username, API Password and Signature.
  • Login to your PayPal account.
  • Go to Profile and click Request API Credentials under Account Information.
  • Choose Set up PayPal API Credentials and Permissions under Option 1.
  • Click View API Signature under Option 2.
  • Copy the API Username, API password and Signature into corresponding fields in Zoho Inventory.

2CheckOut

To configure 2CheckOut:

• Navigate to the Integrations module.
• Select the Payments tab.
• Click on the Setup Now button below the 2CheckOut logo.
• Enter the following information and click Save.
  • 2CO Account No: Enter your 2CO Account no provided to you.
    • Ensure that you configure your 2CheckOut account by logging in to the 2CO control panel.
    • Read the details on how to configure by clicking on Know more on the right side of the screen.
  • Secret Word: Enter the Secret word (Password) here.
  • Bank Account: Enter the Bank Account where money received should reflect.

Braintree

To configure BrainTree:

• Navigate to the Integrations module.
• Select the Payments tab.
• Click on the Setup Now button below the Braintree logo.
• Enter the following information and click Save.
  • Merchant ID: Provide you Merchant ID here.
    • Login to your BrainTree gateway account and find this detail in the API Keys section.
    • You will also find the required following Key credentials
  • Public Key: Enter the Public Key here.
  • Private Key: Enter the Private Key here.
  • Currency: Select the currency in use in your BrainTree account.
    • BrainTree currently supports transaction in 8 leading currencies. Learn more about choosing your currency for Braintree.
  • Client Side Encryption Key: You will need to paste your Client side Encryption Key here.
    • To find this, log into your BrainTree account and click on API Key section provided on the right pane.
  • Bank Account: Enter the Bank Account where money received should reflect.(This field is not a mandatory field and it is coming soon)

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 Inventory to collect one-time and recurring invoice payments for invoices and make bill payments to your vendors. Learn how to set up CSG Forte.

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.

Inorder facilitate the ease of adding a payment option to your invoices at any point of time, we have provided you with means to integrate a payment gateway right from an invoice.

To integrate a payment gateway/add a payment option to an invoice:

• Create a new invoice. Learn more about creating invoices here.
• Fill up all the details.
• Navigate to the Payment Option field.
• Click on the option called Click to configure payment gateways to get paid online.

• Doing this will display a drop-down full of available payment gateways.
• Clicking on any payment gateway will direct you to its setup page.
• On completing the required steps, your Zoho Inventory organization will be integrated with the payment gateway of your choice.
• Henceforth, this payment gateway will be available as a payment option for your invoices.