Integrating GoCardless and Zoho Books enables you to easily collect one-off or recurring payments via Direct Debit.
Signing up
You can integrate your GoCardless and Zoho Books accounts via your Zoho Books account. In order to see a step by step guide on integrating, just click here.
Adding customers
Customers can set up a Direct Debit mandate, which authorises us to take payments from their account. For customers to pay via GoCardless in the client portal, you need to enable the Allow customer to pay via Direct Debit option in the contact edit page. For further information on setting up your customers, please see the Mandate Sync section here.
Taking a payment
Customers can select to pay via Direct Debit via the invoice raised in Zoho. Customers can save their bank account details to make future payments via GoCardless.
You can collect payments in both GBP and EUR through Zoho Books.
Questions
For further information on the GoCardless integration with Zoho Books, please contact Zoho Books directly on:
Email: support@zohobooks.com
Phone: 08000856099