2Checkout Payment Integration

2Checkout Payment Integration

Super Admins and Admins can enable payments via 2checkout. Managers & Staff will not have access to this information.

Zoho Bookings facilitates service enablers or service providers to collect payments through 2checkout.
Info: This integration requires an account with 2checkout. Also, make sure that 2checkout services are available in your region.

Payments through 2checkout can be set up by following the steps below:

  1. Configure Payment Gateway
  2. Collect Payments on Bookings

I. Configure Payment Gateway

We have used the currency as Brazilian Pezo (BRL) for the illustration.
  1. Click Integration on the top right corner of the menu panel, then click Payments on the left side panel. You will find 2checkout listed under the Connections Available section.



  2. Hover over 2checkout and click Configure.



    Note: Make sure that your location is in supported 2checkout's list of countries and the currency that you have set for your account under Basic Information (screen above) is the same as that of your 2checkout account.

  3. A pop up appears asking information to connect to 2checkout. Fill in the required details and click Setup.

    Note: Changing your currency here will also change your existing currency preferences under general settings. Make sure that that the currency that you have set for your account under Basic Information (screen above) is the same as that of your 2checkout account.


  4. 2checkout is now enabled as a payment provider.
    Note: In order to receive payments, Online Payments must be enabled.



  5. Click the Online Payments toggle button and change the status to "Enabled".


NoteAt any give point in time, only one of the available payment gateways (listed above) can be configured. If a new payment gateway is set up while another is already active, the old one would be disabled.

II. Collect Payments on Bookings

Info: A price is assigned to a Service, in order to collect payments when an appointment is booked.
  1. Customer initiates an appointment from the booking page and clicks Pay Now.
    Note: Choose a suitable Payment Type for your business needs against the corresponding Services under the Service Information tab. The available options are "Full Payment", "Deposit" and "Optional". The below page is when Payment Type is "Full Payment".



  2. The customer is directed to the payment page for the specified amount (BRL 100 in this case). Customer fills in card payment information and clicks Pay.
    Note: The currency is automatically picked up from Basic Information under the General tab.



  3. The customer will be redirected to the booking summary page, post payment. The status of the appointment is marked "Confirmed", if the payment is successful.



  4. The Appointment Summary in the account also reflects the same details.


Plans supporting this feature

Sign-up date
Applicable Plans
Sign-ups on or after 10th July, 2020
Premium
Sign-ups before 10th July, 2020
Basic/Premium

Note: Changes in pricing will affect the ability to configure payments for new users starting out on or after July 10, 2020, based on the subscription plan that they hold with Zoho Bookings.

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