Zoho Books
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32 results found
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Payment Methods via Portal
It is very important for us to be able to control how a client pays via the portal. We can choose to let them pay only CC, but we do not have the option for them to pay only ACH. We need this badly. We love the portal and our customers/vendors are enjoying the visibility into their accounts, but we CAN NOT have a customer paying a 100k invoice with a CC. The fees are just too high. So we really need the option to have ACH, but not CC. Please, please, please.
20 votes -
Several Companies in one client portal
Several clients under 1 client portal. For example, One director has 4 Limited companies. I need the director to log in to the portal and be able to see outstanding invoices for all of his companies.
19 votes -
Add Access to Client Portal
Access to the client portal. It would be nice if there was a way to access the client portal from the client's account overview page on the backend. Add an option or a button from the clients account page that puts you directly in the portal, giving you the ability to jump inside each client's portal, seeing what they see. I think it is important to have full access, since we are the ones creating it anyway.
8 votes -
Price List
Sharing the customer specific price list in the client portal could further stream line the process of enq-quote-order process
7 votes -
and shipment tracking info to customer portal
if invoice and/or portal simply would show the tracking information for each order or invoice then customer can view and track themselves anytime they have question about "where is my order" - which is like ALL THE TIME
6 votes -
Customize client portal
Not all organizations using books work in the same type of niche or business, so it would be nice to be able to edit the portal menu names/sections/tittles and even be able to select what sections the client can see. This way you can adapt the portal to better fit your type of business
6 votes -
Client Portal Profile Picture or Logo
Need to have this customization after all, it ia the year 2020. We need the ability to add a custom image or logo for the client's profile in the client portal. Possibly we could add their logo,or the customer can add one or change it from the one we chose.It is a bit misleading as you try to click on the profile icon by the company name. This should take you to a place to add a picture of your choice.
6 votes -
Cleaner and easier custom domain for portal
I have a custom domain name setup for my books account - one proble i have is that although my domain names are easier for zoho services i.e book.domain.com or support.domain.com my clients have a harder time remembering the client portal address which is more like:
https://invoice.domain.com/portal/portalname/login
my clients are constantly losing this link and have to ask me to remind them of it, and even i cant remember this url chain.
why couldnt it be invoice.domain.com/client or even client.domain.com or portal.domain.com etc like all other zoho services - it would be nice to be able to map a specific…
5 votes -
Credit Notes visibility
I believe Credit Notes are not visible for the customers through client portal. Please make this available.
4 votes -
Zoho Sign integrate to portal
I suggest client can access easily on zoho sign and see all their files signup
4 votes -
Have the client portal link API for integration on any website
instead of accessing the portal through the email link, clients should be able to log in on the business website and manage payments. This can also be integrated with Zoho bookings.
4 votes -
Share Links for clients
I would recommend a share link, that would give the possibility to customers who do not have an account to enter the seller's catalog and create their "shopping cart", a purchase order ( similar to the purchase order you already have but created by the client not the owner/seller) with the items that are added to "items" and that purchase order would be automaticcaly added to the sellers profile as a "request to approve" so the seller can create the invoice (such as in Brandboom and other digital catalog platforms "), thus improving, smoothening and streamlining the customer-seller / items-purchase…
3 votes -
Self Client Registration Portale
I suggest client can signup themself in Client Portal it's easy and fast.
Client portal it's just a form with all fieled need to make invoice.3 votes -
Allow customer to order
Pls add the option to allow customer to see the products catalogue and order items in a selfservice way.
3 votes -
View customer portal on behalf of specific customer
Would be good to be able to display customer portal for a specifc customer, in order to check what they can see.
This would allow better support (tutorials with screenshots, etc.) and monitoring projects to be invoiced that they can see3 votes -
Client portal
I would like the "Staff name" field to be included in the Client portal under project timesheets
3 votes -
Client Portal As a Tool of Document Exchange
Client portal should also be used as medium of document and information change between Business entity and Vendors and same should not only be restricted to documents related to invoices so under option along with Convert to invoice and reject another option must be added of accept document even without converting into invoice
2 votes -
Syncronize documents between diferent Zoho Books organisations
When two companies work using Zoho Books, and one is vandor , it would be great that vandor can just chose and sync created invoices to his clients zoho books acount. In that way client account will automatily recive those invoice as bills / expenses and vandor will be sure that all invoice are surely sent.
So both companies would in more easier and secure way work, without need of manually adding those invoice in Zoho Books or scaning them using document scaning feature.
2 votes -
Customize Portal by Client
//i would like the ability to choose what is available on the portal according to the client/project. I would also like the ability to show hours billed/unbilled with or without detailed time entries. I would like the abililty to choose to show tasks or not.
2 votes -
Enabling Bulk Download of Invoices in Customer Portal
Would be better if mu customer be able to dowload the invoices in bulk. Now it is only possible to view invoices one by one.
1 vote
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