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

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• 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 ...

• 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 -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 ...

• 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 ...

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

  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.