Zoho Billing Overview

Zoho Billing is a comprehensive billing and subscription management platform designed to handle recurring billing tasks, automate billing processes, and streamline payment workflows. It is used by businesses to manage their invoicing, subscriptions, and customer payment collections efficiently.

Why Integrate ID Verification with Zoho Billing?

Integrating IdentityCheck with Zoho Billing enhances the security and legitimacy of transactions by adding an ID verification step for customers. This is crucial for businesses that need to comply with regulatory standards or want to prevent fraudulent activities. By using ID verification, you can ensure that the identities of your customers are properly authenticated during the billing process.

Possible Uses for Zoho Billing Users with ID Verification

• Preventing Fraud: Adding an ID verification step can reduce the risk of fraudulent transactions and chargebacks.
• Compliance: For businesses that must adhere to KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations, ID verification is essential.
• Enhancing Trust: Customers are more likely to trust a business that takes their security seriously.
• Subscription Management: Ensure that the person subscribing to your service is who they say they are, avoiding complications later on.

How to Set Up IdentityCheck Integration with Zoho Billing via Zapier

1. Create Accounts: Make sure you have active accounts with IdentityCheck, Zoho Billing, and Zapier.
2. Log in to Zapier: Go to Zapier and log in to your account.
3. Start a New Zap: Click on “Make a Zap” in Zapier.
4. Choose Zoho Billing: Select Zoho Billing as your trigger app and then choose a specific trigger event like “New Invoice” or “New Subscription”.
5. Connect Your Zoho Billing Account: Follow the prompts to link your Zoho Billing account to Zapier.
6. Select IdentityCheck for Action App: Choose IdentityCheck as the action app and specify the action, such as “Verify ID”.
7. Map Data Fields: Configure how the data from Zoho Billing will be used in IdentityCheck. For example, map the customer’s email address or phone number to start the ID verification.
8. Turn on Zap: Once everything is set up, toggle the Zap to “On”. Your automation should now be live.

How to Use ID Verification in Zoho Billing

Once you’ve set up the integration, using ID verification within Zoho Billing is straightforward:

1. Create an Invoice or Subscription: Use Zoho Billing to generate an invoice or manage a subscription as you normally would.
2. Trigger ID Verification: When an invoice or subscription is created, the linked Zapier automation will trigger the ID verification process in IdentityCheck.
3. Customer Notification: The customer will receive an email or SMS prompting them to verify their ID using IdentityCheck’s platform.
4. Verification Completion: Once the customer completes the ID verification, IdentityCheck updates Zoho Billing. You’ll get a notification, and the verification status can be logged in your records.

Integrating IdentityCheck with Zoho Billing ensures that your customer transactions are secure and compliant, providing peace of mind for both you and your clients.