Zoho Books Customer Portal
Offer your Clients a Customer Portal
The Customer Portal in Zoho Books is a dedicated space for your customers to view and manage all their transactions.
Enable bulk and partial payments
Encourage hassle-free and prompt payments through the customer portal. Offer various payment options and the flexibility of partial or bulk payments.
Comprehensive account statements
Your customers get a clear account overview, including the total due and credit. Further, they may download or print individual transactions or a consolidated, all-inclusive statement of account by themselves.
Quote approval
Skip the email delays. Empower customers to view and accept quotes instantly through the customer portal. You may further automate sending invoices for accepted quotes. Save time, win more business!
Learn customer satisfaction
Gain authentic ratings and reviews from your customers, right where they engage with your business—the customer portal. Collect feedback to share proudly with the world and find opportunities to grow.
