Zoho Books and Zoho Invoice are not just for you but also your clients!
The Client Portal allows you to share information with your clients conveniently and efficiently. Get rid of lengthy email threads to discuss estimates and forget waiting for an update on the invoices you sent. The best part is, you don’t need to wait so long to get paid!
Here are more reasons why you should start using Client Portal in Zoho Books and Zoho Invoice, immediately.
Offer convenient ways to pay invoices to your clients. Your customers can view what they owe you and make quick online payments, wherever they are.
Discuss estimates directly on the estimates page and strike a deal right away.
Automate Conversion of Estimates to Invoices
Once your client approves an estimate it automatically gets converted into an invoice. Just configure estimates settings and watch it do the rest.
Don’t Miss a Thing!
Enable email notifications to stay current on client portal activities and do business accordingly.
Know When Invoices are Viewed
You don’t have to wait for an update from your clients anymore. Zoho Books and Zoho Invoice capture the exact moment when an invoice is viewed.
Update Contacts Easily
The easiest and most accurate way to update contact information of your clients, is to have them to do it themselves. Your clients can view and edit their own contact information, thus saving you time.
More Power to Your Clients
The portal allows your clients to forward estimates and invoices to their colleagues. What’s more, the email address of that person is automatically added as a secondary contact in the client’s contact information in your Zoho Books and Zoho Invoice accounts.
How does this benefit your clients?
- Your clients need not wait for you to send customer statements each month. It gets generated automatically, in the Client Portal.
- Sharing up-to-date information relating to the transactions you do with them, keeps them better informed. After all, they pay you for the products or services you sell.
Ever since we introduced this feature, an astounding percentage of our customers have begun using the Client Portal to do business. Our goal is to have 100% of our customers use it. Enable Client Portal and we’ll take care of the rest. It’s really that simple!
Go ahead, give it a try and wow your customers!
14 Replies to Share, Discuss and Get Paid Fast: The Client Portal is here!
We run a Service base business and I want to know if there is a way to edit the Invoice Template to customize to how we want it to look. Also is there an option to create a Service Invoice which will then be converted to an Invoice once completed.
Hi John, If you'd like to edit the fields in the Invoice template you can do that through the Templates sections under Settings. If you are looking for a specific structure for your Invoice Templates, we would need a sample PDF to check whether it is possible. It would be great if you can give us more details on your requirement and a sample PDF file. Please drop us an email at email@example.com. We would be glad to assist you accordingly.
I just activated the free version of zoho invoice. But no matter how many times i tried, i don't get the invitation to Client Portal. (I tested using creating a contact with an email i own and sending an invite through admin area.) Then i tried accessing the portal URL and clicking on forget password. But i don't receive any emails. Can you please advise what could be the problem?
Hi there, We've sent you an email regarding your question. Please let us know if you have any other questions. We'd love to help!
We sell a product no a service. Just order and ship. This 100% b2b. We do not have/need a website or shopping cart. My question is if it is possible for a customer to place a new order straight off the portal? Basically, just want to make it as easy as possible for my customer to re-order, like a button to press immediately after paying off the previous order.
Hi Nick, At the moment we do not have that functionality in our Client Portal. Having said that, I will forward your suggestion to our developers. We will keep you updated on any developments in this regard.
How can you ensure each client logs in to a confidential location?
Hi Michelle, Each client portal access that you give your customers is password protected. When you enable the client portal for your customers, they are requested to set up their login credentials. Best Regards, Krupa
How is activated the "Client Portal" in Zoho Invoice?, I don't find as done. Best Regards.
Hi Enrique, You can enable Client Portal through the Organization Profile section in Settings and configure the portal for your customers through their respective details page in Contacts section. Best Regards, Krupa
Is there a way of removing the Zoho Books from the email subject when sending emails to customers?
Hi Joseph, By default the Email Templates will have the phrase ‘Sent using Zoho Books’ in subject line for those who are in the trial version. If you are in the paid version the Zoho Books branding will not appear by default and you have the option to enable/disable this through the Preference section in Settings. Hope this helps.
I would like to know the fees for this service of offering my clients a means to pay online. Ken Root
Hi Ken, It's completely free of charge :) You can enable Client Portal through Settings and invite your customers through the Contacts section. You can learn more about enabling and using Client Portal from our help page.