We are back with another episode of 'Ask The Experts - Zoho Inventory,' and this week, we will be talking about the Zoho Inventory and GoCardless payment integration and how it can help you with your everyday customer payments.
Managing payments have always been a tiresome job. Receiving timely payments, matching them with the right invoice, making the process convenient for customers, categorizing payment transactions, reconciling statements etc. are just some of the major challenges that you might come across when managing payments online.
Having an online payment system like GoCardless will help you overcome these obstacles and lets you preauthorise customers’ bank accounts and process the payment using the ACH/Direct Debit system. This integration allows you to collect online payments, giving your customers the convenience of making the payments directly from their bank accounts. It easily reconciles these payments against invoices, and commissions can be calculated automatically. The Direct Debit system ensures quick payments and avoids delays. You will also receive scheduled, timely settlements for all payments accepted through the GoCardless integration which helps you plan your cash flow well ahead. Some of the points that we will be covering during this session include:
- Setting up this integration with your Zoho Inventory account
- Configuring payment gateways
- Associating Bank Accounts
- Auto charging invoices using ACH or Direct Debit
- Tracking payment commissions
- Sending automated payment notifications
- Sending automated thank-you notes upon payment completion
Post your questions, use cases, and suggestions on this topic below, and our experts will give comments, answers, and pro tips during the session.
We'll be live on August 27, 2020 from 5pm to 11pm AEST, 11am to 6pm EDT, and 1pm to 7pm BST.
Don't forget to check out the previous episode of 'Ask the Experts - Zoho Inventory' to learn about the integration between Slack and Zoho Inventory.
The Zoho Inventory Team