How can my customers pay an invoice via the portal?
After logging in to the customer portal, your customer can choose a transaction and click on the corresponding Pay Now button.
A method of payment can also be chosen
Related Articles
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 ...Can I have my customer pay for an invoice directly, without going through the portal?
Yes. You can send a direct payment URL using the Share Invoice Link option. Here’s how: Go to the Invoices module on the left sidebar. Select the invoice for which you want to share a direct payment URL. Click the More dropdown in the top-right ...Can my customers save their card details in the customer portal?
Yes, It is possible to save card details in the customer portal. For making payments using Credit/Debit card, clients can enter their card number, CVV, expiry date, billing address and the country to make payment They can choose to save their card ...My portal is disabled. How do I enable it?
This might occur if you migrated your organization from Zoho Invoice to Zoho Books. Even though portal might have been enabled for the organization in Zoho Invoice, it would get disabled during migration by default. To enable the portal, send your ...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 ...