How do I enable the customer portal?

To provide your customers with access to the customer portal, you’ll have to configure the portal for each customer individually in Zoho Books. Here’s how:

• Go to the Sales module from the left sidebar and then click Customers.
• Select the customer for whom you want to provide access.
• Click More and then select Configure Customer Portal. Alternatively, you can also click Enable Portal from the overview.

• In the pop-up, select the contact persons for whom you want to provide access.
• Click Set Portal Password, and enter the password that the customer needs to use to log in to the portal.

• Once you click Save, Zoho Books will send an email to your customers inviting them to the portal.