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Client Portal in Zoho Books

Client portal lets your clients stay up to date on all the transactions that are happening between them and your business. You can skip the lengthy email threads and collaborate better with your clients using the portal. Learn how you can enable the portal for your account and how to give access to your clients. Enabling Client Portal

Working in the Client Portal


Enabling Client Portal In Zoho Books

Follow the simple steps mentioned below to enable the client portal for your Zoho Books account.

Setup client portal


Edit Client Portal Settings

If at any point, you wish to edit the settings for your client portal, you can always do that by following the steps below:

Edit client portal settings


Invite contacts to your portal

To give access to your clients, you need to individually enable the portal for each contact person associated to a contact. Once they log in to your portal they can view the estimates, invoices you have sent them, all on their own. You can collaborate and discuss with your clients on estimates and invoices. This will hasten the quotes approval process and payments.

Steps to enable the portal for your contact.

Enable client portal for contact

Select contacts for access

Accept Invite to client portal

Create password for client portal

Your clients will be able to log into your portal and view the invoices, estimates and also download customer statements


Working in the Client Portal

Your clients can login to the client portal using their email address and the password they created in the previous step.

Client portal login

Client portal’s home screen shows the client on the last invoices they had paid and their outstanding with the company.

Client portal home


Transactions

Your clients can view the status of all the invoices and estimates they have received.

Client portal Transaction window

Estimate

Once the estimate is sent to the client, they can take your business forward by clicking on the ‘Accept’ button and accepting your estimate.

Accepting Estimate in client portal

Clients can also decline the estimate if they are looking for a much better quote by clicking on the ‘decline’ option provided inside the ‘More’ drop down.

Declining Estimate in client portal

P.S: You can always rework on the declined estimate by clicking on the ‘Edit’ option provided in your Zoho Books account to make your clients an offer they can’t reject and update them.

Invoice

Invoices which are sent by you to the clients are shown in the client portal, where they can view and make payments by clicking on the ‘Pay Now’ button.

Instant Pay for an Invoice

Your clients can make payments by choosing from the payment modes provided in the pop-up.

P.S: Various payment gateway options is given by you to the client at the time of creating the invoice.

Payment Gateway screen

For making payments using Credit/Debit card, clients can enter their card number, CVV, expiry date, billing address and the country to make payment. They can also choose to save the credit card details for future payments as well.

Credit Card screen


Get Notified

The ‘Viewed’ Notification

Once your clients have viewed your estimate or invoice, you will be notified about it with a ‘​Viewed’ icon on the specific estimate or invoice on your Zoho Books account.

Viewed notifcation

Comments

Your clients can comment in the client portal about the estimate or invoice they receive. This feature comes handy as the client can comment in the client portal for a better quote rather than declining the statement.

Client comment in Client portal

You can check the comments made by the client on the specific estimate or invoice from your Zoho Books account and reply for the comment. Check the ‘Display in customer self service portal’ box to make your reply visible in the client portal.

User comment in Zoho Books

Your clients can view your reply in the client portal.

User Reply view for client in Client portal

By Mail

A notification email will be triggered to your email account if your client


Save, Print and Forward

Estimates and Invoices can be printed, downloaded as PDF’s and can be forwarded to other contacts by your clients from the options provided inside the ‘More’ drop down.

Save, Print and Forward

P.S: Once the estimate or invoice is forwarded to a contact by the client, that contact gets added up as a contact person for the client in your Zoho Books account.


Statements

Your clients can have a detailed statement of all the transactions taking place between them and your company and also have their statements printed and downloaded as PDF’s.

Statements of all the trasactions

Client Details

Clients can update and edit their personal details, company details and change their password by clicking on the drop-down provided from their account info at the top-left corner.

My Account

‘My Account’ option is used for updating & editing personal details of the client.

Client's account details

Clients can fill in their name and contact details. They can also edit their credit card details.

Client's account details

My Company Details

My Company Details option is used for updating and editing company details of the client.

Client's account details

Clients can fill in their company’s contact information.

Client's account details

Change Password

Clients can change the password they use to enter the client portal by clicking on the ‘Change Password’ option.

P.S: The password changes only for the specific contact person using the client portal.

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