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Zoho Account to access the client portal

Zoho Account to access the client portal

Do customers need a Zoho Account to access the client portal? It is not necessary for your customers to have a Zoho account. Once you send an invitation to your customers to access the portal, upon accepting the invitation they can login to the portal by using the...
Client portal Contacts

Client portal Contacts

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 client portal

What is the use of client portal

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...
Configure webhooks for Razorpay?

Configure webhooks for Razorpay?

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...
Payment modes for Zoho invoice- Razorpay

Payment modes for Zoho invoice- Razorpay

Access Free Invoicing Software What are the payment modes supported by Razorpay? Can I accept reccuring payments too? Razorpay supports payments through all the major debit and credit cards, UPI Payments, 50+ netbanking banks and popular wallets like : Mobikwik,...