Zoho Books- Can I change my portal name? Will this cause any impact?

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

customer portal settings

  • Make the necessary changes and hit Save.

Now, the portal URL is modified accordingly. You will have to invite each of your customers again in order to enable them to view transactions and make payments through the portal.