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!