On clicking the Accept Invite link, Zoho Invoice will open up another page where your clients can create a password to log in to the portal.Once you click Save, Zoho Invoice will send an email to your clients inviting them to the portal.In the pop-up, select the contact persons for whom you want to give the portal access.You can also click the gear icon next to Portal Status in the Other Details section. Click More > Configure Customer Portal.Select the customer for whom you want to provide access.To configure the portal access for a customer: Once they log in to your portal, they can view the estimates, invoices, statement of accounts, projects and time entries you have sent them. If that customer has contact persons, you will have to provide access to the contact person associated with that customer as well. To give access to your customers, you need to enable the portal for each customer individually. Please note, the people whom they forward the document to will be added as contact persons in the contact information for that client.Ĭlick the check-box against Enable customer review for my services if you would like your customer to give a feedback to your services.Ĭlick the check-box Allow customers to view projects and timesheets if you want to give your clients access to the time logged for each project/task and client approval. This message will be shown to your clients when they log in to the portal.Ĭlick the check-box against Send me an email notification for every activity that takes place in the portal if you wish to receive email notifications for every activity that your client does in the portal.Ĭlick the check-box against Send an email notification to my customer when I comment on transactions if you wish to have an email sent to your customers whenever you add a comment for any transaction.Ĭlick the check-box Allow customer to edit their information in the portal to permit your customers to edit their billing/shipping address and contact details.Ĭlick the check-box against Allow customers to forward documents from portal if you wish to let your clients forward documents. You can enter a welcome message in the space provided for Banner Message. Sign in to your Zoho Invoice organization.Ĭlick the gear icon on the top right corner and go to Preferences > Portal. Receiving Payments - Recurring Invoices.
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