## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index Access the complete documentation index at: https://www.zoho.com/de/invoice/llms.txt Use this file to discover all available documentation pages before proceeding. # Customer Portal Customer Portal is an online platform which helps you to connect and share the transactions directly with your customers. All the transactions that you create for a customer will be available in your customer’s customer portal where he can view them and perform other actions depending on the transaction. Also, your customer will be able to make payments for the invoices directly from the customer portal. If your customer changes his location and there is a change in your customer’s address, he will be able to update his address in the Customer Portal which will be reflected in Zoho Invoice. Also, you will be able to request a review from your customer about your company. ## Enabling Customer Portal Before your customer can use the Customer Portal, you have to enable Customer Portal for them in Zoho Invoice. You can enable Customer Portal for your customer only if you’ve added their email address to their details. There are multiple ways to enable a Customer Portal. You can enable it either when you [create a customer](/de/invoice/help/contacts/index.html#creating-new-contact) as mentioned above or later, from the Customer Details page. To enable Customer Portal from Customer Details page: * Go to **Customers**. * Select a customer for whom you want to enable customer portal. * Click **Enable Portal** or click the gear icon next to **Portal Status**. * Select the email address for whom you want to enable customer portal in the pop-up. * Click **Save** to send an email with the invitation link to the selected email address. ## Customer Review Customer feedback is an essential process for any organization. It helps you understand what your customers think about your company. The customer review feature in Zoho Invoice allows your customers to rate and comment on your organization’s products or services. Who wouldn’t love a positive word of mouth? * [Enabling Customer Review](/de/invoice/help/contacts/customer-portal.html#enabling-client-review) * [Disabling Customer Review](/de/invoice/help/contacts/customer-portal.html#disabling-client-review) * [Customer Review Report](/de/invoice/help/contacts/customer-portal.html#client-review-report) ### Enabling Customer Review You can enable the customer review option in the Portal Preferences. To enable Customer Portal: * Click _Settings_ in the top-right corner. * Select **Customer Portal**. * Check the **Enable customer review for my services** option. * Click **Save**. Once you enable customer review option in Zoho Invoice, you can request a review from your customer. To do that, kindly follow the steps below: * Go to **Customers** and select the customer from whom you wish to request a review. * Click **Request Review** at the bottom of the page. * Edit the email content in the email draft page and click **Send**. Immediately, an email will be sent to your customer asking them to rate your service. **Pro Tip:** You can customize the Customer Review Email Template under Settings and save your changes. All customer review emails you send will use this customized template. Learn more about [Email Template Customization](https://www.zoho.com/invoice/kb/templates/email_templates.html). * Your customers can rate your service from the dashboard of their customer portal. * All they would have to do is to rate your organization’s service on a scale of 5 stars; add a few words about your service, and click the **Submit Review** button. * As soon as the customer rates your service, you’ll receive a notification in Zoho Invoice. * You can view the reviews from your customers on the Customer Details page. You can also comment on their feedback and share it on X (Twitter). Apart from requesting review from the Customers module, you can request review from your customers while you manually record a payment. ### Disabling Customer Review If you don’t want to request reviews from your customers, you can disable the option. To disable: * Go to **Settings** and select **Customer Portal**. * Uncheck the **Enable customer review for my service** option. * Click **Save**. ### Customer Review Report Zoho Invoice also provides a separate report to display the list of customer reviews that you’ve received from your customers. To access this report: * Go to **Reports** on the left sidebar. * Click the **Activity** dropdown and select the **Customer Review** report. * Select the date range for which you wish to see the customer reviews, and click the **Run Report** button. This will show you the list of customer reviews for the selected time period. ## Portal Preferences Portal Preferences allow you to configure the settings of the Customer Portal. Let’s look into how best we can change the Customer Portal settings to best reflect your business to your customers. To go the portal settings: * Go to _Settings_ and select **Customer Portal**. **Field Names** **Description** **Portal Name** A unique name for your customer portal which will be used in the portal URL as shown below the Portal Name field. **Banner Message** Enter a message that you want to display at the top of the Home page. **Send me an email notification for every activity that takes place in the portal** Check this option to receive an email when customers add or decline quotes, add comments and make payments. **Allow customers to forward documents from portal** Check this option to allow your customers to forward the invoices and quotes to another person. If they forward, that person will be added as a contact person in the contact. **Send an email notification to customers when I comment on Invoices/ Quotes** Check this option if you want to send an email to your customer whenever you add a comment. **Enable customer review for my services** Check this option to allow you to request a review from your customers who are in Customer Portal. **Allow customers to view projects and timesheets** Check this option to allow your customers to view the Project Name, Description, Billed and Unbilled Hours, Logged Time and Fixed cost of the project. **Allow customers to edit their information** Check this option to allow your customers to edit their Billing and Shipping addresses, custom fields and contact details. After making the necessary changes, click **Save**. ## You might also find these helpful [ ### Accepting Quotes Find out how your customers can accept quotes in Customer Portal. ](/de/invoice/help/estimate/estimate-accept.html?src=help-other-resources)[ ### Integrate Zoho Invoice with Slack Connect Slack to your Zoho Invoice account to get notified every time on your customer's portal activities. ](/de/invoice/help/integrations/invoice-slack-help.html?src=help-other-resources)