Skip to content

GW

← Feedback Forum

My feedback

4 results found

  1. Group Header

    38 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Zoho Invoice » Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    GW supported this idea  · 

  2. Europe: link specific client to specific national TAXrates and Invoice Template

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Zoho Invoice » Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    GW shared this idea  · 

  3. See client portal "from customer point of view"

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Zoho Invoice » Client Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Mark,

    Thank you for posting on our feedback forum.

    We understand that you wish to take a look at the client portal interface so that you can have a clear idea on what the clients can see and how.

    Though there is no direct link to view the portal interface from a client’s perspective, you can take a look at our help docs which explains each and every section of the portal along with screenshots.
    https://www.zoho.com/invoice/help/client-portal/

    To take an even closer look, you can create a dummy contact with your alternate email address and try enabling portal access so that you can test everything out before starting off your actual invoicing.

    If you still have questions on this, please feel free to drop an email to support[at]zohoinvoice[dot]com. We would be happy to schedule a demo and walk you through the whole application including the portal.

    Regards,
    Reshma.

    GW supported this idea  · 

  4. Be able to choose a specific contact for a project

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Zoho Invoice » Projects  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    GW supported this idea  · 

Feedback and Knowledge Base

(thinking…)