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Collaborate with your clients.

Convenient Customer Portal

Offer your clients the convenience of accessing their quotes, invoices, and timesheets in a single place.

Online Customer Portal - Zoho Invoice

Work smarter with clients

With the Customer Portal, your clients can keep track of all their transactions with you. Zoho Invoice will notify you when your clients have viewed or paid for an invoice with a real-time status view.

Self Help Portal for Customers - Zoho Invoice

Share project details

Enable the option to share project details, so that your clients can view projects, associated tasks, and logged and unbilled hours. Your clients can also make advance payments for their projects through the portal.

Project Management with Customer Portal - Zoho Invoice

Instantly available statement of accounts

Your clients don't have to wait for you to send their statement of accounts any longer. Now, they can simply download a PDF copy, or print them through the Customer Portal.

Share Customer Statement through Customer Portal - Zoho Invoice

Hassle-free collaboration

No more back-and-forth emails when trying to finalize a quote or negotiating a deal. With Zoho Invoice's customer portal, you can collaborate with your clients in real-time.

Negotiate Deals Better Through Customer Portal - Zoho Invoice

Request feedback and improve your service

Receive reviews from your clients through the Portal. Easily keep track of the reviews and ratings through the Contacts section and share them on social media.

Receive Client Review through Customer Portal

Want to receive orders online?

Link Zoho Invoice with Zoho Commerce to instantly sync your items to your online store and start accepting online orders.

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Frequently Asked Questions

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    How can my customers pay me through the Customer Portal?

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Get your questions answered

If you are stuck, reach out to us at [email protected] at any time. We would love to help.

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Register for a webinar

There's a weekly webinar to show you around Zoho Invoice and answer some of your questions.

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Need a quick reference?

For a detailed how-to on all things Zoho Invoice, check out our resources.

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