How can I enable the Customer Portal for multiple customers simultaneously in Zoho Billing?
To enable the Customer Portal for multiple customers simultaneously:
- Navigate to the Customers module.
- Select the customers for whom you want to enable the Customer Portal.
Insight: You can enable the portal for a maximum of 50 customers in one go.
- Click More Actions > Enable Portal.
- Select Enable Portal in the popup.
Now, the portal will be enabled for the selected customers and an email invite will be sent to them.
Pro Tip: You can configure the customer portal to be enabled automatically for your customers whenever they sign up for a subscriptions from the hosted payment pages.
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