How to invite a customer to a portal in Zoho Books скачать в хорошем качестве

How to invite a customer to a portal in Zoho Books

The Customer Portal in Zoho Books allows your clients to view their transaction history, make payments, access documents, and even communicate directly with you. In this tutorial, you’ll learn how to invite a customer to the portal, what they’ll see, and how to get the most value from the portal experience. 📩 Step 1: Invite the Customer to the Portal Open Zoho Books Navigate to Sales | Customers Select the customer you want to invite Click the “Invite to Portal” button 🔔 This will immediately send an email invitation to the customer with a secure link to access their portal. 📧 What Does the Customer Receive? The email includes: A welcome message A secure link to accept the invitation Your organisation’s name and branding When the customer clicks "Accept Invitation", they are redirected to a login screen to: Enter their email Set a new password 🔍 What Can Customers See in the Portal? Once logged in, customers gain access to a clear, interactive dashboard: 🏦 Balance Summary View outstanding balances Pay invoices directly via credit/debit card or online payment gateways 📄 Retainer Invoices See retainers issued and those awaiting payment 💳 Payment History Detailed view of all payments made and their methods 📃 Statements Downloadable account statements Filter by custom date ranges 📂 Shared Documents View files and documents you’ve shared with them 🛠️ Extra Features Custom Modules: Extend the portal to include custom modules (e.g., service records or forms) Communication Tab: Customers can send messages directly through the portal. These messages go straight to the associated account manager or support team member. 💡 Benefits of Using the Customer Portal Real-time transparency for customers Faster payments and reduced follow-up Centralised document storage Streamlined communication 📬 Tip: Encourage customers to bookmark their portal login page for easy access. 📢 Like, comment, and subscribe for more Zoho best practices. 📩 Need help designing advanced workflows, pricing structures, or custom solutions in Zoho? Contact us at support@goldstarit.com Please Note: Unless otherwise specified, all of our videos use randomly generated sample data. Any resemblance to real individuals or organisations is purely coincidental. | More about Goldstar | At Goldstar, we believe in working with you and your business, getting to know you, your ambitions, and how we can help you realise them through technology and data-driven decisions. We’re all about making your life easier with our expertise and honesty, especially given the challenges of digital business transformation. As Zoho Advanced Partners and Digital Transformation specialists we understand the importance of technology, process, data and culture. Bringing all aspects together to offer CRM, transformational analytics, inventory management, finance, business intelligence and more, to your business. Based in Hastings, we have helped clients from East Sussex, West Sussex, Hampshire, London, Kent, Surrey and across the South East of the UK, transform their business with Zoho solutions. Delivering business transformation consultancy through our Discovery Workshop and Solution Design. Contact us today, to discuss how Goldstar Consultants can deliver Digital Transformation through Zoho solutions and launch your business to the next level. Visit us at www.goldstarit.com