TreviPay Integration with Zoho Creator

How can B2B companies benefit from TreviPay and Zoho Creator integration?

Our Zoho Creator developers have integrated Zoho Creator with TreviPay for a B2B businesses who offers flexible credit and financing options for their employees. This enables businesses to provide their employees with access to purchase items right from the Zoho Creator app.

TreviPay also offers businesses with transparent reporting and analytics, allowing them to monitor their employees' spending. This level of transparency is essential for identifying any unauthorized or excessive spending by employees and taking immediate action to address it.

By bringing together data from TreviPay and presenting it within the Zoho Creator app, businesses can conveniently access and analyze their employees’ financial information, making it easier for businesses to make informed financial decisions.

Consider a Scenario:

Your company utilizes TreviPay to provide your employees with flexible credit options. This integration streamlines the process for everyone involved.

1.TreviPay Account Setup:

• Your company signs up for a TreviPay account.

• You can then register your company and all your employees within the TreviPay platform.This allows TreviPay to assess credit worthiness and manage financial risks associated with employee purchases.

2. Employee Credit Limit Approval Process:

TreviPay's dedicated finance and legal teams thoroughly review each employee's credit limit request. Based on their assessment, the request can be:

• Approved: Employee receives the requested credit limit.

• Rejected: Employee receives notification of rejection.

• Partially Approved: Employee receives a credit limit lower than requested.

By integrating TreviPay with Zoho Creator, you gain access to all relevant TreviPay account information directly within your Zoho Creator app. This provides a centralized view of employee credit limits and spending activity, simplifying financial management.

3. Making Purchases with Approved Credit:

TreviPay's finance and legal teams have sole discretion to approve or reject employee credit limit requests.

If TreviPay's credit limit offered for your employee is not sufficient. Your employee can request a higher limit from TreviPay. They will assess your business and make a decision based on your company's needs. If approved, the employee will receive an updated credit limit.

• Once approved, employees can utilize their credit limit to make purchases from your company's suppliers and vendors without any upfront payments.

• TreviPay pays the full amount directly to the vendors on behalf of your employees.

• Employees then repay TreviPay in convenient installments (weekly, bi-weekly, or monthly) within a designated timeframe set by TreviPay.

How does adding BNPL payment option to your Zoho Creator e-commerce app boost your sales?

We have also integrated TreviPay for an ecommerce business who offer their customers a convenient Buy Now, Pay Later (BNPL) payment option at the checkout page

Here is the step-by-step breakdown of how our client have utilize the Buy Now, Pay Later (BNPL) payment option within their ecommerce app built using Zoho Creator.

1. Checkout with TreviPay BNPL:

If a customer chooses TreviPay BNPL as their preferred payment method on the checkout page of the Zoho creator app. TreviPay will prompt the customer to fill in their details and offer them a repayment plan.

2.Quick Credit Check (within seconds):

TreviPay performs a swift credit check directly on your payment page. This eliminates the need to redirect customers to a third-party website, ensuring a smooth and uninterrupted checkout experience.

3. Flexible Repayment Plan Selection:

Upon successful credit check, your customer gets to choose a repayment plan that best suits their budget. TreviPay offers options like splitting the total order amount into installments spread over a predetermined timeframe.

4.Transparent Payment Schedule:

Upon selecting a plan, your customer receives a clear and detailed payment schedule outlining the installment amounts and respective due dates. This transparency fosters trust and ensures customers are fully informed about their repayment obligations.

5. Instant Order Confirmation & Merchant Payment

Once your customer confirms their chosen repayment plan, the transaction is complete!

• TreviPay instantly pays you the remaining full amount of the purchase and you receive your revenue upfront. The payment status will be immediately updated in your Zoho Creator app.

• You can then register your company and all your employees within the TreviPay platform.This allows TreviPay to assess credit worthiness and manage financial risks associated with employee purchases.

• TreviPay handles the automated collection process, ensuring timely repayments and minimizing manual follow-up for you.

6. Transaction Monitoring:

TreviPay provides businesses with transparent reporting and analytics, allowing them to monitor transactions and track spending patterns. Your Zoho Creator has access to this information, providing businesses with valuable insights into their customers' purchasing behavior.

By integrating TreviPay's BNPL functionality within your Zoho Creator app, you can empower your customers to complete their purchase with flexible payment options.Your customers are more likely to complete their purchases at checkout by spread out the cost of their purchases over multiple installments. This allows them to purchase the items they need now and pay for them in installments over time.

This creates a win-win situation, fosters a positive customer experience and helps your e-commerce business thrive.