Zoho Books Extension Installation

Zoho Books Extension Installation

Zoho Books Payment Gateway Extension Installation

The following guide provides instructions on how to install and set up the Zoho Books or Billing Payment Gateway Extension. The following steps are required:
  1. Register as a Merchant with AddPay and obtain a Merchant Id and Merchant Key from AddPay.
  2. Find the AddPay Payment Gateway Extension on the Zoho Marketplace and install it by following the prompts. 
  3. Add the Payment Gateway.
  4. Start Transacting!

1. Register as a Merchant with AddPay

Register as a Merchant with AddPay by following the onboarding article. Once approved, AddPay will issue you a Merchant Id and a Merchant Key (store these safely for later).

2. Install the Payment Gateway Extension

Find the AddPay Gateway Extension in the Books Marketplace and install it. Follow the prompts and note the settings shown below.

Internal Connections

Connect the Zb_addpay connection by clicking on it below and supplying the Merchant Id as the UserName, and the Merchant Key as the Password



3. Add the Payment Gateway

Once the extension is installed, navigate to Settings->Payment Gateways. Find the newly added AddPay Gateway and click setup.



Supply the Merchant Id and Merchant Key (obtained from AddPay).

*Optional: You can also supply a Bank Amount through which all AddPay transaction Payments will be recorded in Zoho Books.



4. Start transacting. 
You can now start collecting funds from customers. See https://www.zoho.com/za/books/kb/payments/online-payment.html for details.