Client Portal Preferences

The Client Portal Preferences help you to configure the settings related to the Client Portal in Zoho Books.

In this page…


Portal Settings

To view the Client Portal preferences:

Client Portal Preferences

Enter the following details:

Portal Name
The portal name is unique to your organization and it is used in the URL of the Client Portal. This is auto-generated by default. However, you can change the portal name, if you want to customize it.

Send me an email notification for every activity that takes place in the portal
Get notified when the customer accepts an estimate, comments on an estimate views an invoice or performs any other activity in the Client Portal.

Allow customers to forward documents from portal
Customers will be able to email their invoices and estimates to other people. When your customers send it to them, they’ll be automatically added as contact persons to the contact in Zoho Books.

Email Documents

Send an email notification to my contacts when I comment on transactions
Customers will get notified through their email if you comment on any of their transactions.

Comment Notification

Enable customer review for my services
Get reviews about your services from your clients. Know more about the Client Portal.

Customer Review

Once customers review your service, you’ll receive a notification in your Zoho Books organization.

Customer Review

Allow customers to view sales orders
Customers can view sales orders created for them through their Client Portal. They can download the PDF, forward or print the sales order.

View Sales Orders Client Portal Preferences

Allow customers to view projects and timesheet
Customers can view their projects and timesheet directly from the Client Portal. They can view the tasks, time entries (and their status), and also add comments to their projects.

View Projects

Allow contacts to edit their information in the portal
Contacts can edit their details such as billing and shipping addresses, and card details.

Edit Details

Banner Message
This message will be displayed to your customers on the homepage of the client portal.

Banner Message

Branding

In the Branding section, you can learn how to:


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
Zoho Books

VAT compliant accounting
software for small
businesses.

Maybe Later