Zoho Books - What is the use of the customer portal?
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 transactions with you by logging into the portal. This includes viewing and accepting/declining their documents, adding comments to the document and making online payments.
The Statements tab on the navigation panel inside the customer portal contains a Statement of Accounts which is nothing but the customer statement. It can be printed or exported as PDF using the respective options provided right inside the 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.
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 ...
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 ...
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 ...