How much money (if any) are you willing to spend on billing and invoicing software?.You can enter a message to be displayed to your customers on the homepage of the client portal.Not sure how to choose the right invoicing software for your unique situation? Ask yourself these key questions before you dive into our reviews:
They can view the tasks, time entries (and their status), and also add comments to their projects. They can download the PDF, forward, or print the sales order.Īllow customers to view projects and timesheetsĮnable this option to let customers view their projects and timesheet directly from the Client Portal. When your customers send it to them, they’ll automatically be added as contact persons for that customer in Zoho Books.Įnable this option to let your clients write reviews about your business.Įnable this option to let customers view their sales orders directly from the Client Portal. Send an email notification to my customer when I comment on transactionsĮnable this option to notify customers through their email address when you comment on any of their transactions.Īllow customer to edit their information in the portalĮnable this option to let customers edit their details such as personal details, billing and shipping addresses, and card details.Īllow customers to forward documents from portalĮnable this option to let customers email their invoices and estimates to other people.
Send me an email notification for every activity that takes place in the portalĮnable this option to get notified when a customer accepts an estimate, comments on an estimate, views an invoice for the first time, or performs any other activity in the Client Portal. Pro Tip:If you have a website with your own domain, you can let clients access the portal with this domain by mapping custom domains in Zoho Books. Record Transactions For Customers/Vendors.
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