contacts

How do I enable the client portal?

To provide your customers with access to the client portal, you’ll have to configure the portal for each customer individually in Zoho Books. Here’s how:

  • Go to the Sales module from the left sidebar and then click Customers.
  • Select the customer for whom you want to provide access.
  • Click More and then select Configure Client Portal. Alternatively, you can also click Enable Portal from the overview.
Associate Tags
  • In the pop-up, select the contact persons for whom you want to provide access.
  • Click Set Portal Password, and enter the password that the customer needs to use to log in to the portal.
Associate Tags
  • Once you click Save, Zoho Books will send an email to your customers inviting them to the portal.
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