Customer Portal
- What is the use of the Customer Portal?
- Can I customize the portal invitation mail content?
- Can I change the name of my Customer Portal? How will it affect my organization?
- I am getting a “Portal name already taken” message.
- How can my customers cancel their subscriptions from the Customer Portal?
- How can I enable the Customer Portal for multiple customers simultaneously in Zoho Billing?
- How can my customers login to the customer portal?
- Can I grant portal access to multiple contact persons ( under the same customer ) with the same email id?
- When I comment on a document and mark the “Display in customer portal” option, will my customer receive an email?
- My customer is trying to enter his Zoho credentials for the portal but it is not going through. What’s the issue?
- Can I delete the comments added in the customer portal?
- How do I check if my client has viewed the quote/invoice I’ve sent him?
- Can I enable the Customer Portal in Zoho Billing for all my customers in one go?
- Can my customers update their PayPal account details from the Customer Portal?
- Can I check if my customer has viewed their invoices from the Customer Portal?
- Do my customers require a Zoho account to access the Customer Portal?
- How can I disable the Customer Portal for a customer or a contact person?
- Will I be able to change my customer’s email address?
- How can my customers pay for an invoice via the portal?
- Can I have my customer pay an invoice directly without going through the portal?
- Can my customer download their “Customer Statement” from within the customer portal?
- How can my customer update their card/bank account details in the Customer Portal?
- Will I be able to set the password for my customer’s portal?
Yes
No
Let us know where we can improve
Thank you for your feedback!