Prerequisites

How setting up this integration works

Key benefits

1. Removes the need for manual billing.
2. Reduces the turnaround in payment collection by lowering the time it takes for the payment to reach your account.
3. Helps you scale your business more efficiently.

Note:

1. This integration supports over 170 currencies, including the commonly used U.S. Dollar (USD), European Euro (EUR), Japanese Yen (JPY), and British Pound (GBP).
2. Zoho Checkout currently supports numerous popular payment gateways, including Stripe, WePay, Razorpay, PayPal, Payflow Pro, Forte, WorldPay, 2Checkout, and Paytm.

How to collect payments

1. Upload the document to be sent for signature and build the sign workflow by adding the necessary details.
2. After adding all other signer fields, add the payment field to the document by dragging and dropping from the list of fields at the bottom-right.
   
   
   
   
3. If your Zoho Checkout account hasn't been created, or if your payment gateway and payment pages have not been completely configured yet, click Configure to be redirected to Zoho Checkout to do so.
   
   
   
   
   
   
   
   
4. Upon setting up Zoho Checkout completely, click Verify in the Verify Zoho Checkout Configuration pop-up, to verify your configuration and enable payment collection.
   
   
   
   Click here to learn how to set up your Zoho Checkout account.
   
   
   
   
   
   
   
   
5. If your configuration has been verified successfully, you will see the following confirmation message on your screen.
   
   
   
   
   
   
   
   
6. If the Zoho Checkout account has been configured and the integration with Zoho Sign is active, you will see the following message upon adding a payment field.
   
   
   
   
   
   
   
   
7. Upon adding the payment field, click on the field and select the desired Checkout organization and Checkout payment page from a list of live payment pages in your Zoho Checkout account displayed at the top right.
   
8. Enter the Currency code and Amount.
   
9. Click Send to verify all the signer fields and send the document out for signature

Note:

1. The currency code is set according to your organization details in Zoho Checkout.
2. The document cannot be sent for signature unless a denomination is mentioned.
3. Only one payment field can be added per document.

How signers make payments

1. At the time of signing, the signer must fill in all their fields and click the Pay & eSign via dropdown button and choose their preferred digital signature solution.
   
   
   
   
2. The signer verifies the payment amount and clicks Make payment in the confirmation pop-up to be redirected to the Zoho Checkout payment page.
   
   
   
   
   
   
   
   
3. On the Zoho Checkout payment page, the signer chooses their preferred payment gateway and makes the payment.
   
   
   
   
4. Upon successful payment, the signer will be redirected back to the signed document page in Zoho Sign.
   
   

How to check the transaction details of documents containing a payment field

In Zoho Sign

1. Open the Documents tab and click on the desired document from the list.
   
   
   
   
2. Under Recipient status, you can find the details of the payment, including the amount paid and the payment gateway transaction ID.
   
   

In Zoho Checkout

1. Open the Payment Pages tab and click on the payment page associated with the desired document.
   
   
   
   
2. You will be shown a list of all the transactions made using the selected payment page. You can also filter this list based on the status of the transactions.
   
   
   

Note:

1. Whenever a payment is collected through Zoho Checkout, an invoice corresponding to that payment will be created and stored under the Payments tab.
2. Since Zoho Checkout and Zoho Books are connected internally, all the invoices from Zoho Checkout will automatically be synced under the Invoices tab in Zoho Books.
   
3. To achieve the integration, integrate your Zoho Checkout with Zoho Books and the payment details will get reflected even if payments are received in Zoho Checkout.