Will I be able to change my customer’s email address? Will he now able to view the old invoices in the customer portal?
Yes, you can change the email address of a customer. Send him a portal invitation again using the new mail ID, using which he can create a password and log back into the portal. Once this is done, he can view all old invoices you’ve sent him
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Zoho Books - Why am I not able to send invoices, quotes, etc. when I use an AOL email address as my primary email address?
If you create your Zoho Books account using an AOL email address, you won’t be able to send invoices, quotes to your customers as AOL’s DMARC policy does not allow Zoho Books to send emails on behalf of users/businesses using AOL addresses. Hence, we ...
When I comment on a document and mark the “Display in customer portal” option, will my customer receive an email?
Yes, they will if you’ve enabled this under settings. Go to Settings - Organization Profile Click on Change Portal Settings Check the box Send a notification email when I comment on invoices/quotes Your customers will now receive notifications when ...
Is it possible to change the email address with which I access my Zoho Books account?
Yes. You can change the email address with which you access your Zoho Books organization. You can find the list of scenarios and the the corresponding steps you could use to change your email address. Case 1: If you’ve signed up for Zoho Books using ...
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 ...
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 ...