Why is Zoho Books and SecurePay a match made in heaven?

//Why is Zoho Books and SecurePay a match made in heaven?

Zoho Books is a smart accounting system that is well equipped to help growing businesses. Having won the Great User Experience, Supreme Software and Expert’s Choice Awards in 2018, the tool is best known for its ease in handling finances and its ability to monitor cash flow within small to medium businesses One would consider Zoho Books for many reasons. The fact that it belongs to the productivity suite of Zoho, it saves time by automating workflows, eliminates problems between sales and accounting departments, and operates within a well-integrated system are just a few reasons for Zoho Books to be considered the number one option.

Zoho Books is capable of integrating with various major online payment gateways, streamlining online transactions. The integration transforms the tedious accounting process into a hassle free receipt of payments through process automation, such as bookkeeping.

Oscillosoft has been a major contributor by adding major online payment gateway solutions (and many other business solutions) for all business structures. The expert team at Oscillosoft successfully built an integration of Zoho Books and SecurePay.

Why should you consider SecurePay with Zoho Books?

SecurePay is a 3rd party payment solution, just like PayPal, famous in the Australian market. With SecurePay, online payments become easier due to the extra layers of security. It also decreases the difficulty to transact of any amount as all major cards are accepted, including internet payment options. SecurePay has known to power over 100,000 businesses that range from start-ups to large enterprises. Their vast presence, expertise, and their innovation for hassle-free daily payments is what helps customers trust the brand.

Oscillosoft has brought SecurePay, a world-class payment option, into the all-rounder accounting platform that is Zoho Books. The Zoho Books user within the organisation follows just a few easy steps to streamline the process, which results in high capability to achieve high-level objectives

Firstly, with the help of this integration, the users of Zoho Books can make payments using SecurePay with a click of a button from the sections of “Sales Orders” and “Invoices”. Secondly, an exclusive page has been created by Oscillosoft, which acts as a link between Zoho Books and SecurePay. This aids the user with inputting the customer’s card details and submitting or completing a payment within minutes, with high security. The user quickly collects the card information from the customer and reduces the time consumed in the tedious task. Thirdly, once a payment is submitted successfully, an invoice is automatically created and available in Zoho Books. From an accounting perspective, the efficiency is improved. Payments associated to their respective invoices are created which helps track cash flow.

How does it work?

The principal stakeholder is the Zoho Books user. A payment can either be made through “Sales Orders” or through “Invoices” in Zoho Books.

In order to make a payment through Sales Orders, the “Pay Using SecurePay” button on the top right hand corner of the detail page will direct the user to the gateway extension created by Oscillosoft. After inputting the card details and successfully making the payment, the user is directed back to the Sales Order page where the Invoice is generated and the payment associated to that specific Invoice is completed with the status changed to “Closed”. When a payment is made through Invoices, the same procedure is followed. After the payment is made, the user is directed back to the Invoices page where the status changes to “Paid”.  

With the combination of Zoho Books and SecurePay, businesses can save time with automation, stay on top of finances through powerful reporting, collaborate with the client portal, track real-time inventory, and most importantly it enables the business to be run from anywhere. Here, the concept and true meaning of Ubiquitous computing comes into play, where a user can interact with the computer of any form with any device, in any location, and in any format.
The integration is available for businesses from all industries such as retail, photography, education & training, healthcare, construction and many more.

Whether you’re dealing with a one-off payment, a split payment, repeat transactions, or even high volume transactions, Oscillosoft can create a payment workflow for you, integrating between your Zoho Platform and any payment gateway via API. Switch to smart accounting today!

Sign up for a FREE 1 hour consultation with Oscillosoft and learn to manage your business more proficiently.

Tags: Zoho Integration, Payment Gateways, Zoho Extensions, Zoho Development

By | 2020-05-13T13:14:16+10:00 April 25th, 2019|Blog|0 Comments

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