Zoho Books-My client is trying to enter his Zoho credentials for the portal but it is not going through. What’s the issue?
No, your client’s zoho credentials are not to be used in order to log into the customer portal.
When you send a portal invite to the email address of your client and they accept it, they will be requested to create a new password using which they can log into the portal you’ve invited them to. Their Zoho credentials has no relevance to this, and even clients without a Zoho account can log into your portal using their email ID and the password they created.
Related Articles
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 ...
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- 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 ...
Zoho Bigin Integrating with Zoho Books
The Zoho Books/Invoice integration for Bigin lets you sync contacts, companies, and products between Zoho Books or Zoho Invoice and Bigin. Zoho Books and Zoho Invoice users can also create and view invoices, estimates, and sales orders related to ...
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 ...