Zoho Invoice

FAQ

How do I check if my customer has viewed the estimate/invoice that I’ve sent them?

To check if your customer has viewed the estimate/invoice you sent, you need to have client portal enabled for your customer.

Once your client views the estimate/invoice, an ‘eye’ icon will be shown next to the invoice/estimate denoting that the customer has viewed the estimate/invoice and will also be seen in the estimate/invoice window.

A history notification ‘Estimate viewed in portal’ or ‘Invoice Viewed in portal’ will also be available in the estimate/invoice window notifying you.

Viewed by Customer Notification

You will also receive a notification when your customers view the estimates that you’ve sent them. To view the notification, click on the bell-shaped icon present on the top right corner of the page.

In-app notification


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