The Payment > Billing feature of the Registration module must be enabled. To manage your features, refer to this article
Enabling the billing feature allows you to set up an invoice generation system and will make the payment settings appear in the Event section of the navigation menu in your back office, Integration tab. To manage billing, we work with our provider Zoho.
Zoho CRM API is authenticated with standard OAuth2, so it is mandatory to register and authenticate your client app with Zoho.
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⚠️ To correctly generate your token, make sure you are logged into the Zoho account for your event and use the same browser for Eventmaker and Zoho when configuring your billing.
Register on Zoho
Go to the site accounts.zoho.com/developerconsole and create an account
Select the Server-based Applications option
View of the Zoho Invoice API area
Fill in the following fields :
Client Name : Eventmaker
Homepage URL : https://app.eventmaker.io
Authorized Redirect ULR : https://app.eventmaker.io/receive_zoho_grant_token
Information to enter into the Zoho API Console
Click on CREATE
If necessary, click on your application to edit it and go to Client Secret
Copy the Client ID and the Client Secret into the corresponding sections of the Payment tab
Go to Settings and check the box before Generating a new token
Check the Multi-DC option
Create your Invoice account
The next step is to create your organization on Invoice to customize your billing from this link.
You also have the option to create your invoice template, also from Zoho Invoice in order to test the previously configured customization.
Once this is done, return to your Zoho integration on Eventmaker.
Click on Generate a new token to allow Eventmaker to access your Zoho data
Accept the information sharing before being redirected to Eventmaker
Save your changes on Eventmaker and you have finished configuring billing.
⚠️ The region will vary in your configuration depending on your Zoho account. To verify this, when you click the Generate a token button, the url in the screenshot above will be either .COM or .EU.
Add the billing block to a registration process
Go to the category of your choice and add the Zoho Billing.
⚠️ You can only add the Zoho Billing block if Payment has been added in the registration process of your category.
In this block, you can configure the fields that will appear on the invoices sent to your customers. Here is an example :