portal

Can I customize the portal invitation mail content?

Yes, you can. Here’s how:

  • Go to Settings icon on the top right of your Zoho Books screen.
  • Scroll down to Email Templates. Navigate to Customer Portal Invitation and select Show Mail Content .
  • Now you can edit the text and click Save after you’re done.

Customize portal invitation

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial

Books

Online accounting software
for small businesses.