Zoho Books - Can my customer download his “Customer Statement” from within the customer portal?

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• Zoho Books - What is the use of the customer portal?

  The customer portal is an organized way to view the invoices, quotes and retainer invoices sent to your customer. If you’ve enabled the customer portal for your business in Zoho Books and configured it for your customers, they can view their ...

• Zoho Books - How can my customer update the card details in the customer portal?

  To do this, your customer needs to log into the portal, click on the arrow next to his name and select the option ‘My Account’. Options to modify contact and credit card details can be found here.

• Why can’t I enable customer portal for my vendors?

  Customer portals are exclusive to your Zoho Books customers and cannot be configured and shared with your vendors. The portal displays only the transactions associated with your customers, such as quotes, invoices and retainer invoices. These ...

• How can my customers login to the customer portal?

  Whenever, you enable portal access, an invitation mail will be triggered automatically from Zoho Books. Your customers need to accept this invitation in order to access the portal. To enable the customer portal for a contact for the first time, in ...

• Zoho Books- I can’t seem to find an option to enable customer portal for this contact.

  This might occur if the contact to whom you are trying to grant portal access has a contact type “Vendor”. In order to grant portal access you need to change the Contact type as “Customer”. In order to change the contact type, follow the below steps ...