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 Books to collect one-time and recurring invoice payments for invoices and make bill payments to your vendors.

Note: This integration is only available for users in the United States and Canada editions of Zoho Books and supports payments in USD and CAD. 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 Books if you already have a CSG Forte account. If you do not have one, you can create a new CSG Forte account from Zoho Books.

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 Books:

You will have configured CSG Forte in Zoho Books.

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 manually charge your customers for their invoices:

Insight: If you have not saved your customer’s card or bank details, you can request payment information (recommended) or add them now.

You will have charged your customer for the invoice.

Auto Charge

In case of a recurring invoice, you can associate a card or bank account to the profile to auto charge the customer.

Prerequisite: Enable the Create, Charge, and Send Invoices option to auto charge recurring invoices.

To associate the card with a recurring invoice:

Your customer’s card will be automatically charged when their invoice is due.

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:

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:

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:

CSG Forte will be disabled in Zoho Books.

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