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.
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
Desktop app
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Multiple users
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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.
