{"id":4164,"date":"2026-05-29T20:36:15","date_gmt":"2026-05-29T20:36:15","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4164"},"modified":"2026-07-18T10:57:22","modified_gmt":"2026-07-18T10:57:22","slug":"customer-portal-zoho-books","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/customer-portal-zoho-books\/","title":{"rendered":"Customer Portal (Books)"},"content":{"rendered":"<style>.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}.gt-def{border-left:4px solid #E8650A;padding:16px 20px;background:#fff8f4;border-radius:0 8px 8px 0;margin:0 0 32px;font-size:1.05rem}.gt-section{margin:0 0 36px}.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}.gt-example-box strong{color:#2563EB}.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">The customer portal in Zoho Books is a branded, self-service web interface where your customers can log in to view their invoices, estimates, and statements, download documents, and pay invoices online without contacting your accounts team.<\/div>\n<div class=\"gt-section\">\n<h2>What Customers Can Do in the Portal<\/h2>\n<p>Once invited, a customer logs into the portal using their email and a secure link. They can view all estimates sent for approval (and accept or decline them), see all invoices with their due dates and payment status, download PDFs of any document, view their complete transaction statement, check any credits available against their account, and make online payments if you have a payment gateway enabled in Zoho Books.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Setting Up the Customer Portal<\/h2>\n<p>In Settings, under Customer Portal, you configure the portal domain (it gets a subdomain under zohobooks.com or your custom domain), the portal name, and which document types are visible (estimates only, invoices only, or both). You then enable portal access per customer from the Contacts page. The customer receives an email invitation with a secure login link. There is no extra cost for the portal; it is included in all Zoho Books plans.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Customer Portal and Payment Collection<\/h2>\n<p>Connecting a payment gateway (Razorpay, PayU, Stripe, or others) to Zoho Books allows the portal to display a Pay Now button on every open invoice. This is particularly effective for reducing collection effort: customers who can pay in one click pay faster than those who have to initiate a bank transfer manually. Zoho Books records the payment and sends an automatic receipt when the transaction completes.<\/p>\n<\/div>\n<div class=\"gt-example-box\"><strong>Industry:<\/strong> Professional Services \u2014 A Pune accounting firm enables the customer portal for all 60 of its retainer clients. Clients download their monthly invoices from the portal and pay via UPI through Razorpay. The firm&#8217;s accounts team has eliminated almost all invoice-related email queries as a result.<\/div>\n<div class=\"gt-related-pills\"><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/invoice-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Invoice<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/payment-link-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Payment Link<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/online-payment-gateway-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Online Payment Gateway<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/customer-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Customer<\/a><\/div>\n<div class=\"gt-faq-item\"><strong>What is Customer Portal in Zoho Books?<\/strong><\/p>\n<p>The customer portal in Zoho Books is a self-service online interface where your customers can log in to view their invoices, estimates, statements, and payment history, and make online payments directly.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>How do I enable the customer portal in Zoho Books?<\/strong><\/p>\n<p>Go to Settings, then Customer Portal, enable the portal, set your URL, choose which transaction types customers can view, and invite customers by enabling portal access from their contact record.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The customer portal in Zoho Books is a branded, self-service web interface where your customers can log in to view their invoices,\u2026<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Customer Portal (Books) | Zoho Books Glossary","seo_description":"The customer portal in Zoho Books lets customers view invoices and make payments online. Learn how to enable and configure it for your business.","seo_keyword":"customer portal books zoho books","seo_faqs":"[{\"q\": \"What is Customer Portal in Zoho Books?\", \"a\": \"The customer portal in Zoho Books is a self-service online interface where your customers can log in to view their invoices, estimates, statements, and payment history, and make online payments directly, without calling or emailing your accounts team.\"}, {\"q\": \"How do I enable the customer portal in Zoho Books?\", \"a\": \"Go to Settings, then Customer Portal, and enable the portal. Set your portal URL, choose which transaction types customers can view, and enable online payment if you have a payment gateway connected. Then invite customers by clicking Enable Portal Access from their contact record.\"}]","term_type":"Business","glossary_related":"","glossary_links":""},"glossary_category":[1246],"class_list":["post-4164","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-books"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4164","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4164"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4164"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}