How can my customers login to the customer portal?
Whenever, you enable portal access, an invitation mail will be triggered automatically from Zoho Billing. Your customers need to accept this invitation in order to access the portal.
To enable the customer portal for a contact for the first time, in the Customer Details Page, under the Overview tab, scroll down and click on the Enable Portal option that appears on the left bottom.
In the pop-up that follows, you will have to select the contact persons, to whom you wish to grant portal access.
You can also re-invite your contact to the portal. To do this please follow the below steps:
- Go to Customers tab and select the appropriate contact.
- On the bottem left of the Overview tab you will find Contact Persons list.
- Click the gear icon next to the contact person you wish to Reinvite and select the said option.
An invitation mail with a link to set up a password will be sent to the contact person. On clicking the invite link, Zoho Billing will open up another page where your client can create a password to login to your portal. Once they login, they can view their invoices, quotes, subscriptions, payment history and make payment via secure payment gateways.