The Customer Portal enables your customers to interact directly with your business through a self-service platform.
Key Features
Profile Management
Customers can update their contact details and preferences.
Invoice & Payment Access
View and download invoices
Make online payments
Track payment status
Order & Service Tracking
View sales orders
Track delivery status
Monitor service requests or tickets
Support & Communication
Raise support tickets
Chat or message support teams
View ticket history
Document Sharing
Access contracts, quotations, and agreements securely.
Project Access (If Enabled)
View project progress, tasks, and timelines.
How to Set Up Customer Portal (Zoho Books / CRM)
Enable Portal
Go to Settings → Portals / Customer Portal
Activate Customer Portal
Configure Access Rules
Select which modules customers can access
Define permissions (view, download, pay, submit tickets)
Customize Branding
Add company logo, colors, and domain
Customize email templates
Invite Customers
Send portal invitations via email
Customers create login credentials
Integrate Payments
Connect payment gateways (Stripe, PayPal, et
Access Rights: –
Add an extra layer of security to the customer portal by enabling Multi-Factor Authentication (MFA). Once enabled, your customer will need to verify their identity with a code using an authenticator app, in addition to a password. This helps prevent unauthorized access, even if their password is compromised.
Prevent duplicate payments
Subsequent payments cannot be made for invoices with Pending payments, that is, invoice payments that were made via ACH or any other method that typically takes longer to process. Payments will be allowed again if the previous attempt fails.
Allow customers to sign up to the Customer Portal
Your customers and their contacts can sign up to the Customer Portal by themselves, using signup links that will be displayed to them while making invoice payments via Payment Links.
Notify me about Customer Portal activity
You will be notified about your customers’ portal activity such as payments, comments or transaction approvals.
Your customers will receive an email notification whenever you comment on their transactions with the Show in Portal option enabled.
Your customers will be able to upload documents and edit their basic details, such as their address and display name.
Allow customers to forward documents from the portal
Your customers can share invoices with their contact persons via email, right from the portal.
Enable customers to make bulk payments for invoices
Your customers can select multiple invoices and make a single payment for the selected invoices.
Enable customer reviews for my service
Your customers can rate your service and provide feedback. These reviews are not public.
Allow customers to view Sales Orders
This option allows your customers to view Sales Orders in the portal.
Display credit notes in the portal
Your customers will be able to view all of their credit notes, the invoices to which they were applied, and details of refunds.
Allow customers to view projects and timesheets