How Do You Use Zoho Books’ Client Portal to Collaborate with Customers and Share Documents?
The Client Portal allows your customers to view invoices, make payments, approve estimates, and download transaction history—all in one place.
Enable Client Portal:
Go to Settings → Preferences → Client Portal → Enable.
Invite Customers:
Go to Contacts → Select a Customer → Click Enable Portal Access → Send Invite Email.
What They Can See:
Customers can view and pay invoices, approve or decline estimates, and view statements.
Customize Portal Branding:
Add your logo, company color, welcome message, and footer links for a branded experience.
Why This Workflow Matters:
The portal improves customer experience, reduces support requests, and speeds up approval and payment cycles by offering a self-service interface.
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