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Joel

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3 results found

  1. Allow portal to be embedded onto external website

    19 votes
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    0 comments  ·  Zoho Invoice » Client Portal  ·  Admin →
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    Joel supported this idea  · 

  2. Automatically enable Client Portal through CRM

    39 votes
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    1 comment  ·  Zoho Invoice » Client Portal  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hello everyone,

    Thank you for posting on our feedback forum.

    By setting up an automation workflow in Zoho CRM, you can enable the client portal access for your contacts (in Zoho Invoice) as and when you create them in CRM.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that we can help you set it up.

    Regards,
    Reshma

    Joel supported this idea  · 

  3. Integration with TransferWise for payments

    179 votes
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    18 comments  ·  Zoho Invoice » Payment Gateways  ·  Admin →
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    Joel commented  · 

    Definitely a must. I'm going to use Transferwise for international payments from customers. Please integrate with Zoho Invoice.

    Joel supported this idea  · 

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