How to setup SeerBit for Zoho Books
Zoho Books is an online accounting software that streamlines and manages your finances, automates business workflows, and enhances collaboration across various departments. With SeerBit Payments Extension for Zoho Books, you can now send invoices and receive instant payments using SeerBit in Nigeria, Ghana, South Africa, Cote D’Ivoire, Tanzania, Uganda, Kenya and Zambia.
Before you begin, ensure that you have an active Zoho Books account, An active SeerBit account and admin access to both platforms.
Integration Setup
Step 1: Install the SeerBit Plugin
- The SeerBit extension is available in the Zoho Books app marketplace. Visit the marketplace via this link.
- Click on the Install button to begin the installation process.
- A dialog box will appear where you need to accept the terms of service, select your Zoho organization, and then click Install.
Step 2: Access SeerBit Plugin Settings
- Navigate to Settings in Zoho Books.
- Select Online Payments from the options available.
- From the list of payment methods, find and select SeerBit Payment Gateway.
- Click on the Edit button to configure the settings.
Step 3: Enter Your API Keys
- In the SeerBit plugin settings, you will need to enter your Secret Key and Public Key.
- These keys can be found in your SeerBit Dashboard. If you haven't generated them yet, log in to your SeerBit account and create your API keys.
- Enter the keys into the respective fields and save your configuration.
Step 4: Switch to Live Keys
- Initially, you might be using test keys for setup and testing purposes.
- Once you are ready to accept real payments, remember to replace your test keys with live keys in the SeerBit plugin settings.
Making Payments
Step 1: Creating and Sending Invoices
- On your Zoho Books dashboard, navigate to Sales > Invoices.
- Create a new invoice or select a draft invoice you wish to send.
- Fill in the customer's and invoice details as required.
- Ensure that SeerBit is selected as a payment option at the bottom of the invoice form.
Step 2: Customer Payment
- When the invoice is sent, the customer will have the option to pay using SeerBit.
- Once the payment is completed, the invoice status will be automatically updated and marked as paid in your Zoho Books dashboard.
Managing Transactions
Viewing Transactions
- Navigate to the Payments Received section within Zoho Books.
- View all paid invoices processed via SeerBit Payment Gateway.
- Ensure that SeerBit is selected as a payment option at the bottom of the invoice form.
Refunds and Adjustments
- To process a refund, initiate a dispute on your SeerBit dashboard.
- Alternatively, you can send a ticket to support@seerbit.com with the necessary transaction details.
Trouble Shooting
Common Issues
- Connection Errors: Ensure that your internet connection is stable.
- Invalid Credentials: Double-check your API keys and login details.
- Payment Failures: Verify any restrictions or limits on your SeerBit dashboard.
Contact Support
- SeerBit Support: For unresolved issues, contact SeerBit support at support@seerbit.com.
- Zoho Books Support: For Zoho Books-related issues, reach out to Zoho Books support at support@zohobooks.com.
Support
For further assistance you can reach out to:
- SeerBit Support: support@seerbit.com
- Zoho Books Support: support@zohobooks.com
Zoho Integration Case Studies
This guide explores the benefits of integrating Zoho, and SeerBit Invoices and Checkout Solutions in streamlining your operations, boost efficiency, and ultimately, fuel your business success.
Case Study 1:
Simplified Invoicing and Faster Payments for Magaji & Co
Magaji & Co is a law firm that runs their operations across Africa.
Challenge
Magaji & Co's invoicing process was time-consuming and inefficient. They relied on manual invoicing and chasing clients for payments, leading to delays in cash flow.
Solution
Magaji & Co integrated Zoho Invoice with SeerBit. This allowed them to create professional invoices with online payment options directly integrated into the invoice.
Results
They experienced a 30% reduction in time spent on invoicing and a significant improvement in client payment times. They can now get paid faster and focus on delivering exceptional design services.
Case Study 2:
Secure Checkout and Increased Sales for CarFix
CarFix is a mobile car repair shop offering in-store and online repair services.
Challenge
Carfix previously relied on cash payments only, limiting their customer base and online sales potential. They wanted to offer a secure and convenient way for customers to pay for repairs.
Solution
CarFix integrated Seerbit with their Zoho Checkout. This allowed them to accept secure online payments via SeerBit.
Results
CarFix saw a 20% increase in online repair sales and a more streamlined checkout process for in-store customers. They can now cater to a wider customer base and improve their overall sales volume.
Key Benefits
Integrating Zoho with SeerBit's Invoicing and Checkout Solutions have immense benefits to revolutionalizing businesses and some of these are discussed below
- Pan African: Receive payments seamlessly from your customers across Africa (Ghana, Nigeria, Kenya, Senegal, Uganda, Tanzania, Cote D'Ivoire, Burkina Faso etc)
- Improved Payment Efficiency: SeerBit Payments provides diverse payment options within invoices eliminate the need for chasing payments and manual collections.
- Payment FailuresEnhanced Customer Experience: SeerBit provides secure and convenient payment options at checkout and for invoices lead to increased customer satisfaction.: Check for any restrictions or limits on your SeerBit dashboard
- Increased Sales Potential: Accepting online payments via SeerBit opens your business to a wider customer base.
- Streamlined Business Operations: Integrating Zoho with SeerBit saves time and reduces manual work involved in invoicing and checkout.
Introduction
This guide will show you how to use the SeerBit Payment Gateway with Zoho Commerce. It covers everything from making payments to managing orders and refunds. The integration allows you to accept online payments seamlessly on your Zoho Commerce store, providing your customers with a smooth checkout experience.
Making Payments as a Customer
When a customer shops on your Zoho Commerce store and selects a product or service, they’ll go through the checkout process. Here’s how the payment flow works when using SeerBit Payment Gateway:
Steps for Customers
- Add Items to Cart: Customers add the desired products to their shopping cart.
- Proceed to Checkout: After reviewing their cart, they will proceed to the checkout page.
- Select Payment Method: On the checkout page, they will see SeerBit as their payment option.
- Enter Payment Details: Customers will be prompted to enter their card details or select from the payment options supported by SeerBit (e.g., debit/credit card, mobile money wallet, bank transfer, USSD etc.).
- Confirm Payment: Once the payment details are entered, they click Confirm Payment to process the transaction.
- Payment Confirmation: After successful payment, the customer will see a confirmation page with their order details and transaction ID. The order will now appear in your store’s order management system.
Payment Methods Supported
- Credit/Debit Cards
- Mobile Money Wallets
- Pay by Transfer
- Bank Account
- USSD
- International Payments
Viewing Transaction History
To track all transactions made through SeerBit, follow these steps:
Steps to View Transaction History:
- Access Payments Section: From your Zoho Commerce admin dashboard, go to Payments.
- Filter by Gateway: Choose SeerBit from the list of integrated gateways to view transaction history specifically for this payment method.
- Review Transaction Details: Each transaction will display the:
- Transaction ID
- Order Number
- Payment Amount
- Payment Status
- Payment Date and Time
- Filter Orders by Payment Method: You can filter orders based on the payment method used. Select SeerBit to view all orders processed.
Customer Support and Contact Information
For Payment Issues
If customers encounter any payment-related issues (e.g., failed transactions, double charges), they can contact your store’s customer support.
- You can also escalate issues to SeerBit support for payment-specific inquiries:
- Email: support@seerbit.com
For Zoho Commerce Issues
For issues related to the Zoho Commerce platform (e.g., order management, payment settings), contact Zoho support:
- Zoho Commerce Support: support@zoho.com
FAQ
How do I know if the customer's payment is successful
- After the customer completes the payment, both the customer and admin will receive a confirmation. You can also check the status of the transaction under the Payments section in Zoho Commerce.
Introduction
This Admin Guide is designed to assist administrators in setting up, configuring, and maintaining the SeerBit Payment integration with Zoho Commerce. It covers essential tasks such as user management, system updates, and troubleshooting.
Setup and Configuration
Installing the Integration
- Log in to your Zoho Commerce admin account.
- Navigate to Settings > Online Payments.
- Select SeerBit and click Install.
Configuring API Keys
- Access the SeerBit section under Settings >> Online Payments.
- Enter the API keys obtained from your SeerBit dashboard.
- Save the configuration to enable API connectivity.
Setting Up Webhooks
- Go to the Webhooks tab on your SeerBit dashboard. Accounts >> Settings>> API
- Enter the webhook URL where notifications should be sent.
- Save the settings to activate webhooks.
User Management
Assigning Roles and Permissions
- Go to Settings > Users & Permissions in Zoho Commerce.
- Assign roles to users based on their responsibilities (e.g., admin, finance, sales).
- Set specific permissions for each role, ensuring that only authorized users can access sensitive payment data.
Monitoring User Activity
- Use the Activity Logs to monitor user actions within Zoho Commerce.
- Review logs regularly to ensure compliance and detect any unauthorized access or changes.
System Maintenance
Updating the Integration
- Periodically check for updates to the integration under Settings > Integrations.
- Follow the on-screen instructions to apply updates, ensuring that your system benefits from the latest features and security enhancements.
Backup and Restore Procedures
- Regularly backup your Zoho Commerce data, including order and payment information.
- In case of a system failure, use the Restore feature to recover data from the latest backup.
Troubleshooting and Support
Common Issues
- API Connection Issues: Ensure that your API keys are correctly configured on your SeerBit Dashboard
- Webhook Failures: Double-check the webhook URL and server configurations to ensure successful delivery
Contact Support
- SeerBit Support: support@seerbit.com
- Zoho Inventory Support: support@zoho.com
- Additional Resources: Access guides, tutorials, and more in the Help section of Zoho Inventory.
Overview
This help document will guide you through the integration of the SeerBit Payment Gateway with Zoho Commerce, enabling seamless payment processing on your Zoho Commerce store. Follow these steps to ensure smooth integration and troubleshoot common issues.
Prerequisites
- Before proceeding with the integration, ensure the following:
- A Zoho Commerce account with admin access.
- A SeerBit Payment Gateway account with API access credentials (e.g. Public Key, Secret Key).
- Basic understanding of Zoho Commerce and its payment settings.
Step-y-Step Integration Guide
Log in to Zoho Commerce
- Visit the Zoho Commerce platform and log in with your administrator credentials.
- Navigate to the Settings panel from the sidebar.
Navigate to Payment Settings
- Under Settings, select Online Payments.
- You will see a list of supported payment gateways.
Select SeerBit Payment Gateway
- Search for SeerBit Payment Gateway from the list of available integrations.
- Click on Add to begin the configuration process.
Configure API Credentials
- You will be prompted to enter your Public and Private key.
- You can find these credentials in your SeerBit dashboard under Acccount > Settings > API Keys.
Set Payment Preferences
- Configure your payment preferences, such as:
- Currency settings: Ensure that the selected currency is supported by SeerBit
- Transaction modes: Choose whether to enable test mode for initial transactions or set it to live mode for real transactions.
Enable SeerBit
- Once you’ve entered the credentials and configured your preferences, click Save and toggle the Enable button to activate the gateway.
Test the Integration
- Before going live, run a few test transactions to ensure the integration works as expected. You can do this by simulating a purchase on your store and verifying the payment process through the SeerBit Payment gateway
Enable SeerBit
- Once you’ve entered the credentials and configured your preferences, click Save and toggle the Enable button to activate the gateway.
Monitor Transactions
- After the integration is complete, you can monitor transactions directly from Zoho Commerce's Order Management and Payments section.
Common Issues and Troubleshooting
Invalid API Key or Credentials
- Problem: You might receive an "Invalid API Key" error during setup.
- Solution: Double-check the API Key and Secret Key in your SeerBit dashboard and ensure they are entered correctly. Ensure there are no trailing spaces or typos.
Transaction Failure or Timeout
- Problem: Some transactions may fail or time out, causing incomplete orders.
- Solution:
- Check your internet connection.
- Verify that the API keys are correct.
Currency Mismatch
- Problem: Your store currency may not be supported by SeerBit
- Solution: Ensure that your Zoho Commerce store is set up with any of the list of currencies supported by SeerBit. You can configure the gateway to handle different currencies, if applicable to your store.
Payment Not Reflecting in Orders
- Problem: Payments are processed by SeerBit but not reflected in Zoho Commerce orders.
- Solution: Check the webhook settings in your SeerBit dashboard to ensure they are properly configured.
FAQs
How do I switch from sandbox to live mode in SeerBit payment Gateway?
- Go to your SeerBit dashboard, you’ll see a toggle on the dashboard to switch your environment from sandbox (test) mode to live mode.
What happens if I disable SeerBit payment gateway
- Disabling the SeerBit will prevent new transactions from being processed through it. Existing orders will still be reflected in your order history but will no longer be processed via SeerBit
How do i track refunds processed via SeerBit Payment Gateway?
- Refunds initiated through SeerBit will be reflected in the Order Management section of Zoho Commerce. You can track refund statuses directly from this section.
Support
- SeerBit Support: support@seerbit.com
- Zoho Commerce Support: support@zoho.com
Zoho Integration Case Studies
This guide explores the benefits of integrating Zoho, and SeerBit Invoices and Checkout Solutions in streamlining your operations, boost efficiency, and ultimately, fuel your business success.
Case Study 1:
Simplified Invoicing and Faster Payments for Magaji & Co
Magaji & Co is a law firm that runs their operations across Africa.
Challenge
Magaji & Co's invoicing process was time-consuming and inefficient. They relied on manual invoicing and chasing clients for payments, leading to delays in cash flow.
Solution
Magaji & Co integrated Zoho Invoice with SeerBit. This allowed them to create professional invoices with online payment options directly integrated into the invoice.
Results
They experienced a 30% reduction in time spent on invoicing and a significant improvement in client payment times. They can now get paid faster and focus on delivering exceptional design services.
Case Study 2:
Secure Checkout and Increased Sales for CarFix
CarFix is a mobile car repair shop offering in-store and online repair services.
Challenge
Carfix previously relied on cash payments only, limiting their customer base and online sales potential. They wanted to offer a secure and convenient way for customers to pay for repairs.
Solution
CarFix integrated Seerbit with their Zoho Checkout. This allowed them to accept secure online payments via SeerBit.
Results
CarFix saw a 20% increase in online repair sales and a more streamlined checkout process for in-store customers. They can now cater to a wider customer base and improve their overall sales volume.
Key Benefits
Integrating Zoho with SeerBit's Invoicing and Checkout Solutions have immense benefits to revolutionalizing businesses and some of these are discussed below
- Pan African: Receive payments seamlessly from your customers across Africa (Ghana, Nigeria, Kenya, Senegal, Uganda, Tanzania, Cote D'Ivoire, Burkina Faso etc)
- Improved Payment Efficiency: SeerBit Payments provides diverse payment options within invoices eliminate the need for chasing payments and manual collections.
- Payment FailuresEnhanced Customer Experience: SeerBit provides secure and convenient payment options at checkout and for invoices lead to increased customer satisfaction.: Check for any restrictions or limits on your SeerBit dashboard
- Increased Sales Potential: Accepting online payments via SeerBit opens your business to a wider customer base.
- Streamlined Business Operations: Integrating Zoho with SeerBit saves time and reduces manual work involved in invoicing and checkout.
