Linking a Zoho Books organisation lets you send a card payment link from any of its invoices. Your customer pays on a WeeConnectPay page, the money goes through your Clover account like any other card payment, and WeeConnectPay records the payment back on the invoice in Zoho Books.
You do the linking yourself, from your WeeConnectPay dashboard. Nothing is installed inside Zoho, and you do not need to arrange anything with us first.
Before you start
You need a Clover merchant account already connected to WeeConnectPay, and a Zoho login that can administer the Books organisation you want to link. The Zoho consent screen is what grants WeeConnectPay access, so sign in to Zoho with that login rather than a colleague's.
Invoices are payable online in the currency your Clover account charges in. If a Books organisation keeps its books in a different currency, you can still link it, and the dashboard tells you so on the organisation's row.
Link your first organisation
Step 1. Open Zoho Books in your dashboard. Sign in to your WeeConnectPay dashboard and click Zoho Books in the sidebar. Before anything is linked the page reads "No organisation linked" with a Connect Zoho Books button.
Step 2. Approve at Zoho. The button sends you to Zoho's own consent screen. Sign in and approve the access WeeConnectPay asks for. Zoho then sends you back to your dashboard.
Step 3. Choose the organisation. You land on Choose an organisation, which lists every Books organisation your Zoho login can reach. Pick the one you want and click Link organisation. If your Zoho account has only one, the page asks you to confirm it.
Step 4. Done. You land back on the Zoho Books page with the organisation in the list, showing its base currency, its Zoho data centre, and when you linked it. It can take pay links straight away.
The Clover Charge UUID field
When you link an organisation, WeeConnectPay sets up a custom field called Clover Charge UUID on Payments Received in Zoho Books. That field is what stops a payment being recorded twice on the same invoice, so we confirm it is there before we record anything.
Almost always this happens without you noticing. If we could not confirm it, the organisation's row shows Needs attention and the page carries a Check the Clover Charge UUID field alert with the fix:
In Zoho Books, open Settings, then Preferences, then Payments Received, then Field Customization. If a field labelled Clover Charge UUID is already there, open it and set Prevent Duplicate Values to Yes. Then come back to your dashboard and click Check again.
Until the field is confirmed, payments on that organisation's invoices cannot be recorded in Books, so it is worth clearing before you send your first pay link.
Linking more than one organisation
One Zoho account can hold several Books organisations, and you can link as many of them as you want. Use Link another organisation on the Zoho Books page. Because your Zoho account is already connected, the second and later organisations skip the Zoho consent screen and go straight to the picker.
Each organisation gets its own row, with its own base currency, data centre, status, and pay links. A payment taken on one organisation's invoice has nothing to do with any of the others.
When an organisation keeps its books in a currency other than the one your Clover account charges in, its row shows Currency differs, and the page explains that invoices are only payable online in your Clover currency, so most invoices from that organisation may not be payable.
Your Zoho account, and reconnecting
Under the organisations there is a Zoho account block showing which Zoho login holds the connection. Two messages can appear there, and both are cleared the same way, with Reconnect:
"This connection was authorised before Zoho Books gained its current permissions. Reconnect to grant them. Nothing already linked changes." WeeConnectPay has gained a capability since you first approved it, and Zoho only grants permissions at the consent screen. Reconnecting takes you back through it. Your organisations, your pay links, and your payment history all stay as they are.
"Zoho Books can no longer read invoices for [your organisation]. Payments already taken are safe. New pay links for this organisation stop working until you reconnect." The Zoho authorisation stopped working, usually because someone revoked it in Zoho or the login that granted it changed. Reconnect from the organisation's row.
Reconnecting is always available, and it never touches money that has already moved.
Unlinking, and disconnecting the account
Unlink organisation, on an organisation's row, stops new card payments for that one organisation. Pay links already sent for its invoices stop accepting payments immediately, payments you have already taken still get recorded on their invoices, and the payment history is kept. You can link it again at any time.
Disconnect account, in the Zoho account block, revokes the Zoho authorisation and unlinks every organisation under it at once. The same guarantees hold: recordings already queued run to completion and the history stays. Linking again afterwards goes back through the Zoho consent screen.
Both screens ask you to acknowledge each consequence before the button becomes available, so neither happens by accident.