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

Transaction charges are applicable as per CSG Forte’s Pricing. 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 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:

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:

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:

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 charge your customers for their invoices manually:

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.

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:

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 of customers for whom CSG Forte is the default payment gateway.

To delete:

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?
Yes
No
Thank you for your feedback!