Payment Gateways supported by zistemo settings

To mark invoices as paid, you can record the payment manually as the account owner or an admin  or a team leader.

…Or your clients can make payments online.
The available payment methods are PayPal, Stripe, 2Checkout, Braintree.

To set up these payment gateways go to Settings ➝ Payment Integration ➝ click ‘Config’ link and follow the setup process.

Activate this payment method by clicking on ‘Active’ ➝ and ‘Save Changes’

Now you are able to add these payment methods to your invoices:

NOTE: These icons are only clickable on zistemo default templates. On manual created custom templates, it is not possible.

Your clients can now use these payment methods for online payments.

How can I get paid faster?

Here are some tips for getting faster payments using zistemo:

• • Invoice notes – write notes to your client. This information will be displayed on the invoice as a noteOn the invoice preview it will look like:
  • Payment terms – you can use default payment terms or create your own.On the invoice preview it will look like this:
  • Manual payment reminders – read more on Reminder emails.
  • red ‘overdue’ status – if the due date has passed, the status of unpaid invoices will be changed to ‘overdue’ – so it is quick and simple to see which invoices remain unpaid.

Then follow the steps described in the popup window to fill the fields “2Co Account #” and “Secret Word” -> click “Save”.

Now you can choose 2Checkout as a payment method on your invoices:

In this case, your clients will be able to pay these invoices by using their credit cards

by simply following the steps:

Then:

You can now add a Braintree as one of the payment gateways available in your zistemo account. It means that your clients can pay invoices online and you will receive money through the Braintree.

To start, first, you should integrate a Braintree with your zistemo account. Go to “Settings” -> “Payment Integration” -> click the “Active” button next to Braintree logo:

Next, follow the steps indicated in the pop-up window:

Copy “Public Key”, “Private Key” and “Merchant ID” from Braintree (step 4 in the description),

and fill the appropriate fields marked below:

Then find “Merchant Account ID”:

If you want to support several currencies within Braintree, then you need the related “merchant accounts”. Copy their IDs to zistemo as shown below:

Congrats! Now you can invoice your clients with a Braintree in different currencies. Remember! Once you have filled all fields, click “Save”.

From now on, when you will create invoices, do not forget to choose Braintree as a payment method.