Zoho 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.

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:

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.


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.

Note: This integration is only available for users in the United States and Canada editions of Zoho Inventory and supports payments in USD and CAD. Transaction charges are applicable as per CSG Forte’s Pricing. Zoho does not charge any additional fees.


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.

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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