portal

What is the use of the client portal?

The client portal is an organized way to view the invoices, estimates and retainer invoices sent to your customer.

If you’ve enabled the client portal for your business in Zoho Books and configured it for your customers, they can view their transactions by logging into the portal. This includes viewing and accepting/declining their documents, adding comments to the document and making online payments.

Read more on how this works.

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