## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/us/inventory/llms.txt

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

# Set Up CSG Forte

You can set up the integration in Zoho Inventory 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 Inventory.

**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 Inventory:

*   Go to _Settings_.
    
*   Click _Online Payments_ and select _Customer Payments_ or _Vendor Payments_.
    
*   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 Inventory. You can find this ID in the _Locations_ module in your Dex portal.
    
    **API Login ID**
    
    A value that identifies your CSG 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. CSG Forte supports payment collection using cards and bank transfers (ACH).
    
    ![Cancel Items](/inventory/help/images/online-payment/csg-forte/csg-forte-details.png)
*   Click **Save**.
    

You will have configured CSG Forte in Zoho Inventory.

## 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.
    
    ![Cancel Items](/inventory/help/images/online-payment/csg-forte/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 or through the link that you share with them. To pay, your customers will have to:

*   View the invoice from the customer portal or email.
*   Click the **Pay Now** button, and they will be redirected to the payment page.
*   Choose the payment method and then select an existing card or bank account or add a new one.
*   Click **Make Payment**.

**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 with your customer.

#### Manual Charge

To manually charge your customers for their invoices:

*   Go to the particular invoice from the _Invoices_ module.
    
*   Go to the **Record Payment** dropdown and select **Charge Customer**.
    
    ![Cancel Items](/inventory/help/images/online-payment/csg-forte/charge-customer.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.

## Initiate Vendor Payments

You can initiate payments to your vendors’ bank accounts via ACH using the CSG Forte integration. Once you’ve associated a bank account to your vendor, you can start initiating bill payments.

To initiate bill payments:

*   Go to the bill for which you wish to make a payment.
    
*   Go to the **Record Payment** dropdown and select **Pay via ACH**.
    
    ![Cancel Items](/inventory/help/images/online-payment/csg-forte/pay-ach.png)
*   Select or add a bank account and click **Proceed**.
    
*   Click **Initiate Payment** in the following screen to confirm.
    

A payment will be initiated to your vendor and the payment status will be marked as uncleared until the payment is processed.

## 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.

To edit:

*   Go to _Settings_ and select _Online Payments_.
*   Click _Vendor Payments_ or _Customer Payments_.
*   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 after removing the associated cards and bank accounts.

To delete:

*   Go to _Settings_ and select _Online Payments_.
*   Click _Vendor Payments_ _or_ _Customer Payments_.
*   Click the **Trash** icon next to _CSG Forte_.
*   Click **OK** to confirm.

CSG Forte will be disabled in Zoho Inventory.