Payment gateways configuration in Zoho Solo

Configure payment gateways

What is a Payment gateway?

A Payment gateway facilitates online transactions by acting as a bridge between a website or application and the financial institutions that process payments. It securely authorizes and processes sensitive payment information between the customer, website or application, and the payment processor.

Once the preferred gateways are configured in Solo, you can start receiving payments when sharing the invoices with your customers, enabling them to make payments through the gateways.

In this document, learn about the payment gateways in Solo, how to configure them and the countries they are supported in.
InfoPayment gateway is a Pro feature. Click here to learn more about Solo Pro.
 

Payment methods supported in different countries: 

 
India
Australia
Europe
UK, Mexico
PayPal
Stripe
Stripe
Stripe
2Checkout
Paypal
Paypal
Paypal
 
Authorize.net
Authorize.net
Authorize.net
 
Payflow Pro
Payflow Pro
Payflow Pro
 
2Checkout
2Checkout
2Checkout
 
Braintree
Braintree
Braintree
 
 
Payments Pro
Payments Pro
 
 
 
Forte
 

Set up payment gateway: 

For iOS: Go to Settings > Payments > Payment Gateway > Set up (choose the preferred payment method before clicking Set up).
For Android: Click the three dots in the top-right corner of the homescreen and click Settings > Payment Gateway > Set up (choose the preferred payment method before clicking Set up).
 
Configuration of payment gateways differ from each other. Below are the list of payment gateways available in Solo.
 

Stripe

Paypal

Authorize.net

Payflow Pro

2Checkout

Braintree

Payments Pro

Forte

 

Stripe 

If you already have a Stripe account, you can easily connect it to Solo. If not, please create a Stripe account and follow the steps below to connect it with Solo.
  1. Click Set up below Stripe to be redirected to Stripe.
  2. Enter your email address and click Continue.
  3. Follow the on-screen instructions on Stripe to connect with Solo. 
      
 

Paypal

  1. Click Set up below PayPal. Enter the following information and click Save.
  2. Registered email Address: Enter the email address using which you registered in PayPal.
  3. Re-enter the email Address: Re-enter the email address for confirmation.
  4. Default Payment Option:
    1. PayPal Standard: Choose this mode of payment to transact with your clients from across the globe. Your clients can pay you with a credit card even if they don’t have a PayPal account. You receive your payments instantly. In PayPal standard, a percentage is charged as the transaction fee.
    2. PayPal Business: Regardless of your invoice amount, the transaction fee charged by PayPal is just 50 cents. Your clients, however, can only make payments via an eCheck or PayPal balance. The payment may be delayed if the payment is received via eCheck. In this mode of payment, both you and your clients need to have a US PayPal account.
  5. The below table will help you decide which of the Payment Options work for you.
            

 

PayPal Standard

PayPal Business

Should I have a US based PayPal account?

No

Yes

How much will I be charged as transaction fee?

% of the invoice amount

flat fee of 50 cents

Should my customer have a PayPal account too?

No

Yes

Can my customer pay via credit card?

Yes

No

Will I receive the payment instantly?

Yes

Maybe delayed for eCheck payments


  1. Page Style: Enter the layout of the payment page, that your customers see. Please note that this option is available only for PayPal Standard users. Click here for more on PayPal’s page style options.

 
When you set up this integration, your email address will be shared with PayPal.

Transaction charges
The online transaction fees will depend upon the charges specified by PayPal.
  

Authorize.net 

To set up Authorize.net, click Set up below Authorize.net. Enter the following information and click Save.
 
  1. API Login ID: Enter the API Login ID.
  2. Transaction Key: Enter the Transaction Key.
  3. Currency: Enter the currency in which your customers can pay you. Currently, Authorize.Net supports transactions only in US Dollars (USD), Canadian Dollars (CAD), and Australian Dollars (AUD).
      

When you set up this integration, your API Login ID and Transaction Key will be shared with Authorize.net

Transaction charges
The online transaction fees will depend upon the charges specified by Authorize.net.
 

Payflow Pro

To set up Payflow Pro, click Set up below Payflow Pro. Enter the following information and click Save.

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.

Enter the following information and click Save.
  1. Currency: The currency you set up in your Payflow Pro account. Payflow currently supports transaction in 10 leading currencies.
  2. Vendor: Your vendor name as mentioned in your Payflow Pro account.
  3. Partner: The partner ID as mentioned in your Payflow Pro account.
  4. User: Enter your Payflow Pro username.
  5. Password: Enter your Payflow Pro password.
      

When you setup this integration, the fields mentioned above will be shared with Payflow Pro.

Transaction charges
The online transaction fees will depend upon the charges specified by Payflow Pro.
 

2Checkout (Verifone)

To configure 2Checkout, click Set up below 2Checkout. Enter the following information and click Save.
  1. 2CO Account: Enter your 2CO Account number provided to you.
  2. Secret Word: Enter the Secret word (Password) here.
      

When you set up the integration, your 2CO Account# and Secret Word will be shared with 2Checkout.

Transaction charges
The online transaction fees will depend upon the charges specified by 2Checkout.
 

Braintree

To configure BrainTree, click Set up below Braintree. Enter the following information and click Save.
  1. Merchant ID: Provide your Merchant ID here. Log in to your Braintree gateway account and find this detail in the API Keys section. You will also find the following required Key credentials.
  2. Public Key: Enter the Public Key here.
  3. Private Key: Enter the Private Key here.
  4. Merchant Account ID: Enter the merchant account ID you wish to include.
  5. Currency: Choose the appropriate currency from the Currency drop-down. The currency you choose must match the merchant account id.
            If you wish to view your merchant account ids and their associated currency, you can do so by following             the steps mentioned below:
                  Log into the control panel of your Braintree account
                  Navigate to Settings > Processing > Merchant Accounts.
  1. Client Side Encryption Key: You will need to paste your Client side Encryption Key here. To find this, log into your Braintree account and click on the API Key section provided in the right pane.
      

When you set up this integration, the fields mentioned above will be shared with Braintree.

Transaction charges
The online transaction fees will depend upon the charges specified by Braintree.
 

Payments Pro 

To set up Payments Pro, click Set up below Payments Pro. Enter the following information and click Save.
API Username, API Password and Signature
  1. Log in to your PayPal account. Go to Profile and click Request API Credentials under Account Information.
  2. Choose Set up PayPal API Credentials and Permissions under Option 1.
  3. Click View API Signature under Option 2.
  4. Copy the API Username, API password and Signature into corresponding fields in Solo.
 

When you set up this integration, your API credentials and Signature will be shared with Payments Pro.

Transaction charges
The online transaction fees will depend upon the charges specified by Payments Pro.
 

CSG Forte   

To set up CSG Forte, click Set up below CSG Forte. Enter the following information and click Save.
  1. Currency: CSG Forte supports the USD(United States Dollar) and CAD(Canadian Dollar) currency.
  2. Merchant ID: Enter your CSG Forte Merchant ID.
  3. API Login ID and Secure Transaction Key should be the same as in the CSG Forte Virtual Terminal. You can find your API Login ID and Secure Transaction Key by logging in to your CSG Forte Virtual Terminal and selecting Gateway Settings -> Gateway Key.
  4. Transaction Password: Enter the transaction password provided to you by CSG Forte.
      

When you set up this integration, the fields mentioned above will be shared with CSG Forte.

Transaction charges
The online transaction fees will depend upon the charges specified by CSG Forte.

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