Payment Gateway (Braintree) Integration with Zoho Creator & Zoho Books

Accept payments directly in your Zoho Creator apps with Braintree & sync them automatically to Zoho Books.

Braintree integrated with Zoho Creator and Zoho Books

Payment Gateway (Braintree) Integration with Zoho Creator & Zoho Books

Accept Payments Directly In Your Zoho Creator Apps With Braintree & Sync Them Automatically To Zoho Books.

Braintree integrated with Zoho Creator and Zoho Books

Get Paid Faster: Integrate Braintree with Zoho Creator & keep Zoho Books in sync

Business owners often find it difficult to juggle multiple tasks at the same time, and tracking both their sales and finances can become a major headache. This is especially true if you are generating invoices, collecting payments from customers, and updating the transaction details in your accounting records manually. But, what if there was a way to streamline this entire process, minimizing errors and saving time?

This is exactly what can be achieved by integrating Zoho Creator, Braintree, and Zoho Books.

By connecting Zoho Creator (a low-code application builder) with Braintree, a secure payment gateway, and Zoho Books, robust accounting software,your entire payment process can be simplified by generating payment links, collecting payments from customers, tracking transactions, and automatically updating your transactions in accounting records – all in one go. This integration eliminates the need to enter data into multiple systems manually.

This powerful trio integration enhances operational efficiency and empowers businesses to make informed financial decisions.

This trio integration can benefit your business in many ways, so let's dive into how it works.

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:

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.

Curious to see how this integration works in action? Request a free demo and discover how it can transform your sales and accounting processes

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:

Don't settle for a one-size-fits-all solution. We can create a custom Zoho integration that streamlines your sales and accounting processes