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General
Customers & Vendors
Opening Balance
Items
Banking
Quotes
Sales Orders
Invoices
Credits
Users and Roles
Expenses
Purchase Orders
Bills
Vendor Credits
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Time Tracking
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Customer Portal
Setting up the portal
What is the use of the customer portal?
How do I set up a custom domain for my portal?
My portal is disabled. How do I enable it?
How do I customise the portal invitation mail content?
When I try to update my portal name, I receive a message stating that the name is already taken. What should I do?
How do I change my portal name?
Can I set my customer’s password for the customer portal?
How do I change the background color of the customer portal?
Is it possible to add a tab to the customer portal to include more information?
Portal contacts
How can my customers log in to the customer portal?
Can I grant portal access to multiple contacts that have the same contact person?
I can’t seem to find an option to enable customer portal for this contact.
When I comment on a transaction and check the “Display in Portal”, will my customers receive an email?
My customer is trying to log in to the customer portal using their Zoho credentials but they are not able to log in. What’s the issue?
Do my customers need a Zoho Account to access the customer portal?
Can I delete the comments added in the customer portal?
How do I check if my client has viewed the transactions I’ve sent them?
Why can’t I enable customer portal for my vendors?
Will I be able to change my customer’s email address? Will he now able to view the old invoices in the customer portal?
How do I check if the customer portal is enabled for a customer?
My customer cannot locate the Pay Now button to pay for an invoice in the Customer Portal. What should I do?
Payments
How can my customers pay for an invoice from the customer portal?
Can my customer pay for an invoice without logging in to the portal?
How can my customers view their account statement/statement of accounts from the customer portal?
Can my customers save their card details in the customer portal?
If my customer is also my vendor, will they be able to view the purchase transactions I’ve created for them in the portal?
Is it possible for my customers to pay in bulk for multiple invoices via the portal?
Other Actions in the Portal
Is it possible for my customers to choose the items they want from the customer portal?
Is it possible for my customers to view the custom status of the sales order from the portal?
If I enable the multi-currency transaction option, which currency will my customer see in their portal?
Which of the modules are accessible for my customers to view within the portal?
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