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Customers & Vendors
Opening Balance
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Estimates
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Customer Portal
Setting up the portal
What is the use of the customer portal?
Is it possible to setup a custom domain for my portal?
My portal is disabled. How do I enable it?
Can I customize the portal invitation mail content?
I am getting a “Portal name already taken” message.
Can I change my portal name? Will this cause any impact?
Can I set a password for the customer portal? If yes, how do I do it?
Portal contacts
How can my customers login to the customer portal?
Can I grant portal access to multiple contacts that have the same contact person?
I can’t seem to find an option to enable customer portal for this contact.
When I comment on a document and mark the “Display in customer portal” option, will my customer receive an email?
My client is trying to enter his Zoho credentials for the portal but it is not going through. What’s the issue?
Do my customers need a Zoho Account to access the customer portal?
Can I delete the comments added in the customer portal?
How do I check if my client has viewed the estimate/invoice I’ve sent him?
Why can’t I enable customer portal for my vendors?
Will I be able to change my customer’s email address? Will he now able to view the old invoices in the customer portal?
Payments
How can my customers pay an invoice via the portal?
Can I have my customer pay an invoice directly without going through the portal?
How can my customer update the card details in the customer portal?
Can my customer download his “Customer Statement” from within the customer portal?
Can my customers save their card details in the customer portal?
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