How can our customers login to the client portal? Whenever, you enable portal access, an invitation mail will be triggered automatically from Zoho Invoice. Your customers need to accept this invitation in order to access the portal. To enable the client portal for a...
What is the use of the client portal? The client portal is an organized way to view the invoices, estimates and retainer invoices sent to your customer. If you’ve enabled the client portal for your business in Zoho Invoice and configured it for your customers, they...
The life cycle of any business can be divided into four phases: launch, growth, maturity, and decline or renewal. Far too often, businesses fail to identify the actual stage their business is in, and miss opportunities for effective management. To take one common...
Every business that does bookkeeping needs to record its transactions somewhere. When you have multiple customers and vendors, it can be a hectic task to consolidate all your sales and purchases in just a notebook. You need organization, so when tax or audit season...
Why should I configure webhooks for Razorpay? Razorpay supports receiving payments through multiple payment modes. If you have set up Razorpay in Zoho Invoice, your customers can make payments for invoices through the Client Portal. When the customer clicks...
