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Mark Posen

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  1. Reorder items in expenses report

    13 votes
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    3 comments  ·  Zoho Expense » Expense  ·  Admin →
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    Mark Posen shared this idea  · 

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

    12 votes
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    1 comment  ·  Zoho Invoice » Client Portal  ·  Admin →
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    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.

    Mark Posen shared this idea  · 

  3. credit card surcharge

    632 votes
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    58 comments  ·  Zoho Invoice » Invoices  ·  Admin →
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    Mark Posen commented  · 

    +3 votes from me on this feature. I think it is really important to be able to offer customers card payment as an option but at an extra fee, automatically without having to adjust or edit invoices.

    Mark Posen supported this idea  · 

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