I am getting a “Portal name already taken” message.
This is because the name that you have specified for your customer portal is already taken by another Zoho Books user. Since portal name has to be unique, you need to specify another name for your customer portal.
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Zoho Books- Can I change my portal name? Will this cause any impact?
Yes, you can change your portal name. To do this, Go to Settings - Organization Profile Click on Change Portal Settings Make the necessary changes and hit Save. Now, the portal URL is modified accordingly. You will have to invite each of your ...
Can we change the tax deductor name for the previous financial year?
Yes, you can change the tax deductor information inside Zoho Payroll under Settings > Taxes. Here, you can change the tax deductor information by choosing the employee name from the dropdown list. The Deductor’s Father’s Name will appear ...
Zoho Books -Can I set a password for the customer portal? If yes, how do I do it?
Yes, you can. Here’s how you can do it: Open the contact for whom you wish to set the portal password. Click on Configure Customer Portal, if you have already enabled it for the customer. If not, click on Enable Customer Portal. In the pop-up that ...
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.
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 ...