Zoho Sign integration with Zoho Checkout

Zoho Sign integration with Zoho Checkout

Available in Enterprise edition

Zoho Sign now offers an integration with Zoho Checkout. Using this integration, you can collect payments from your customers and other signatories at the time of signing the document, enabling you to process both the paperwork and the payment for deals and contracts simultaneously. Zoho Checkout facilitates payments through its custom payment pages

Consider a scenario in which a contract or subscription agreement must be signed and paid for at the same time.

Pre-requisites

The sender needs to have an active Zoho Checkout account and must have set up their payment gateway and an active payment page.

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 scale your business quickly and 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 through drag-and-drop 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 on the Document Viewer page in Zoho Sign to verify your configuration and enable payment collection.


  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 payment page from a list of live payment pages in your Zoho Checkout account displayed at the top right.
    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.

  8. Click Send to verify all the signer fields and send the document out for signature
Click here to learn how to set up your Zoho Checkout account.

How signers make payments

  1. At the time of signing, the signer must fill in all their fields and click Pay & Finish.




  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

  1. The transaction details for documents containing payment fields can be checked and verified in both Zoho Sign and Zoho Checkout.
In Zoho Sign
  1. Open the Documents tab and click on the desired document from the list of your Zoho Sign documents.



  2. In the Detailed Document View, you can find the details of the payment such as 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.


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