Connecting the Dots: How Zoho Creator, Braintree, and Zoho Books Work Together

Here's a breakdown of how these trio integration works:

1. Generating Payment Links with Braintree:
When you send a quote to your customer, you can now include a secure payment link generated by Braintree. This means your customers can securely pay through Braintree using their preferred payment method (Debit card, credit card, digital wallet,etc.). No more chasing down payments or dealing with delayed transactions. This simplifies payment collection and enhances the customer experience.

2. Capturing Payment Transactions details:
Whenever a customer makes a payment through the Braintree link, the details of the transaction(like Amount paid, Payment method used, customer name, email address, billing and shipping address,Transaction date and time,etc) are automatically captured within your Zoho Creator app.This eliminates the need for manual data entry, saving you time and enables you to track easily and manage all transactions made by your customers, providing you with valuable insights.

3. Automated Invoice Creation and Updates in Zoho Books for the Braintree transactions:

Zoho Books automatically pulls in the transaction information from Braintree. This triggers two key actions:

• Automatic Invoice Creation: No more creating invoices manually! Zoho Books automatically creates a new invoice for each Braintree transaction, ensuring your records are always up-to-date.

• Existing Invoice Updates: If a customer makes a partial payment on an existing invoice, Zoho Books automatically updates the amount due, giving you a real-time view of your finances.

With Braintree transactions automatically feeding into Zoho Books, you get a real-time picture of your cash flow. This empowers you to make informed financial decisions and avoid any cash flow surprises.

4. Integration of Braintree and Zoho Books to automate transaction matching:
But To reconciling transactions, we've gone a step further by creating a custom script within Zoho Books. This script automates the process of matching Braintree transactions with their corresponding invoices in Zoho Books

Any unmatched transactions are easily identified, allowing your accounting team to focus on reconciliation for the unmatched transactions.This streamlines the reconciliation process by highlighting any discrepancies that need attention, saving valuable time for your team.

By integrating Zoho Creator, Braintree, and Zoho Books, you achieve:

• Faster payment collection

• Automated transaction tracking and record-keeping

• Simplified accounting and reconciliation

• Reduced workload for your sales and accounting teams

• Real-time cash flow visibility

Overall, this integration creates a seamless experience for both you and your customers. It streamlines the payment process, automates bookkeeping tasks, and gives you greater control over your finances.

Benefits of Integrating Zoho Creator with Braintree

Integrating Zoho Creator, Zoho Books, and Braintree can streamline your business processes and improve efficiency in several ways:

• Automatic Bookkeeping: When a payment is made through Braintree, it can be automatically reflected in your Zoho Books account. This eliminates the need to record transactions manually, ensuring accurate and up-to-date financial records.

• Automatic Invoice Creation: and Updates in Zoho Books: When a payment is made through Braintree within a Zoho Creator app, Zoho Books can automatically create a corresponding invoice or update an existing one. This eliminates manual data entry and reduces the risk of errors

• Real-time Financial Data: Zoho Books updates automatically with Braintree transaction information, allowing you to view your financial data at any time. This allows you to make better financial decisions and stay on top of your cash flow.

• Simplified Reconciliation: Automatic recording of transactions in Zoho Books eliminates the need for manual reconciliation of bank statements and payment records, saving time and effort.

• Improved User Experience

  • Faster Checkout:A seamless payment experience within your application can lead to higher conversion rates and customer satisfaction. By integrating Braintree with Zoho Creator, you can offer a smooth checkout process without requiring users to leave your application.

  • Secure Payments: Braintree is a PCI-compliant payment gateway, which ensures that your customers' financial information is secure. This builds trust and encourages customers to complete transactions within your applications or webpage