Zoho Inventory - Customer Portal

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href="https://accounts.zoho.com/signin?servicename=ZohoInventory&signupurl=https://www.zoho.com/inventory/signup?help.header" target="_blank">Sign In</a></li> </ul> </div> </div> <div class="mobile-search"> <form action="/inventory/help/search/results.html" class="srchbox clearfix"> <input class="src-input no-print" name="search" placeholder="Search Document" type="text" value=""> </form> </div> <div class="help-container" id="help-container"> <div class="help-sidebar" id="side-bar-group"> <div class="sidebar-close"> <span class="icon-close">x</span> CLOSE </div> <ul class="help-main-menu nav nav-pills nav-stacked"> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Getting Started</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/getting-started/sign-up.html">Access Zoho Inventory</a> </li> <li > <a href="/inventory/help/getting-started/login.html">Log In to Zoho Inventory</a> </li> <li > <a href="/inventory/help/getting-started/dashboard.html">The Dashboard</a> </li> <li > <a href="/inventory/help/getting-started/manage-organization.html">Manage Organizations</a> </li> <li > <a href="/inventory/help/getting-started/keyboard-shortcuts.html">Keyboard Shortcuts</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Settings</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/settings/settings-overview.html">Settings - Overview</a> </li> <li > <a href="/inventory/help/settings/organization-settings.html">Organization Profile</a> </li> <li > <a href="/inventory/help/settings/users.html">Users & Roles</a> </li> <li > <a href="/inventory/help/settings/preferences.html">Preferences</a> </li> <li > <a href="/inventory/help/settings/currencies.html">Currencies</a> </li> <li > <a href="/inventory/help/settings/sub-accounts.html">Sub Accounts</a> </li> <li > <a href="/inventory/help/settings/taxes.html">Taxes</a> </li> <li > <a href="/inventory/help/settings/reporting-tags.html">Reporting Tags</a> </li> <li > <a href="/inventory/help/settings/templates.html">PDF Templates</a> </li> <li > <a href="/inventory/help/settings/emails.html">Emails</a> </li> <li > <a href="/inventory/help/settings/reminders.html">Reminders</a> </li> <li > <a href="/inventory/help/settings/automation.html">Automation</a> </li> <li > <a href="/inventory/help/settings/connections.html">Connections</a> </li> <li > <a href="/inventory/help/web-tabs/index.html">Web Tabs</a> </li> <li > <a href="/inventory/help/settings/incoming-webhooks.html">Incoming Webhooks</a> </li> <li > <a href="/inventory/help/import-export/data-backup.html">Data Backup</a> </li> <li > <a href="/inventory/help/subscription/subscription.html">Subscription</a> </li> <li > <a href="/inventory/help/settings/privacy-and-security.html">Privacy & Security</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Documents</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/documents/documents.html">Documents - Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Locations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/locations.html">Overview</a> </li> <li > <a href="/inventory/help/locations/basic-functions.html">Basic Functions in Locations</a> </li> <li > <a href="/inventory/help/locations/functions.html">Functions in Locations</a> </li> <li > <a href="/inventory/help/locations/other-actions.html">Other Actions for Locations</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Warehouses</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/warehouses/warehouses-overview.html">Overview</a> </li> <li > <a href="/inventory/help/warehouses/warehouse-operations.html">Warehouse Operations</a> </li> <li > <a href="/inventory/help/warehouses/transfer-orders.html">Transfer Orders</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Customers & Vendors</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/contacts/contacts-overview.html">Overview</a> </li> <li > <a href="/inventory/help/contacts/contact-details-page.html">Details Page</a> </li> <li > <a href="/inventory/help/contacts/manage-contacts.html">Manage Customers & Vendors</a> </li> <li > <a href="/inventory/help/contacts/customer-credit-limit.html">Customer Credit Limit</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Items, Groups and Composites</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/items/items-overview.html">Items</a> </li> <li > <a href="/inventory/help/items/item-groups.html">Item Groups</a> </li> <li > <a href="/inventory/help/items/composite-items.html">Composite Items</a> </li> <li > <a href="/inventory/help/items/item-managing.html">More Actions on Items</a> </li> <li > <a href="/inventory/help/items/item-details.html">Item Details Page</a> </li> <li > <a href="/inventory/help/items/saleschannel-items.html">Sales Channel Items</a> </li> <li > <a href="/inventory/help/items/stock-counts.html">Stock Counts</a> </li> <li > <a href="/inventory/help/items/item-categories.html">Item Categories</a> </li> <li > <a href="/inventory/help/items/price-list.html">Price Lists</a> </li> <li > <a href="/inventory/help/items/inventory-adjustments.html">Inventory Adjustments</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Bin Locations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/bin-locations/index.html">Bin Locations</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Advanced Inventory Tracking</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/advanced-inventory-tracking/batch-tracking.html">Batch Tracking</a> </li> <li > <a href="/inventory/help/advanced-inventory-tracking/serial-number-tracking.html">Serial Number Tracking</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Retainer Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/retainer-invoices/index.html">Overview</a> </li> <li > <a href="/inventory/help/retainer-invoices/manage-retainer-invoices.html">Manage Retainer Invoices</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Orders</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-orders/sales-orders-overview.html">Sales Orders Overview</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-creation.html">Creating Sales Orders</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-managing.html">Managing Sales Orders</a> </li> <li > <a href="/inventory/help/sales-orders/other-actions.html">More Actions</a> </li> <li > <a href="/inventory/help/sales-orders/packages.html">Packages</a> </li> <li > <a href="/inventory/help/sales-orders/package-geometry.html">Package Geometry</a> </li> <li > <a href="/inventory/help/sales-orders/shipments.html">Shipments</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-cycle.html">Sales Order Cycle</a> </li> <li > <a href="/inventory/help/sales-orders/sales-persons.html">Salespersons</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/invoice/index.html">Invoices Overview</a> </li> <li > <a href="/inventory/help/invoice/record-payment.html">Recording Payments</a> </li> <li > <a href="/inventory/help/invoice/more-actions.html">More Actions</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Picklists</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/picklist/index.html">Picklist - Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Payments Received</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/payments-received/payments-received.html">Payments Received</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Returns</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-returns/sales-returns-overview.html">Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Purchase Transactions</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/purchase-orders/purchase-orders-overview.html">Purchase Transactions - Overview</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-order-creation.html">Managing Purchase Orders</a> </li> <li > <a 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class="sub-menu-trigger" href="javascript:;">What's New</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/whats-new/index.html">What's New</a> </li> </ul> </li> </ul> </div> <div class="help-content" id="content"> <form class="print-form"> <input type="button" class="print-icon" name="print" value="" title="Print this page" alt="Print this page" onclick="javascript:window.print()"> </form> <h2 class="product-logo to-print" translate="no"><img src="/inventory/images/inventory-icon-default.svg?v=2"/>Inventory</h2> <div class="side-grid no-print"><h2 id="in-this-page">IN THIS PAGE…</h2> <ul> <li><a href="/inventory/help/customer-portal/functions.html#Functions-in-the-Customer-Portal">Functions in the Customer Portal</a></li> <li><a href="/inventory/help/customer-portal/functions.html#Home">Home</a></li> <li><a href="/inventory/help/customer-portal/functions.html#Sales-Orders">Sales Orders</a></li> <li><a href="/inventory/help/customer-portal/functions.html#Invoices">Invoices</a></li> <li><a href="/inventory/help/customer-portal/functions.html#Card-Payments">Card Payments</a></li> <li><a href="/inventory/help/customer-portal/functions.html#ACH-Payments">ACH Payments</a></li> <li><a href="/inventory/help/customer-portal/functions.html#Payments-Made">Payments Made</a></li> <li><a href="/inventory/help/customer-portal/functions.html#Statement-of-Accounts">Statement of Accounts</a></li> <li><a href="/inventory/help/customer-portal/functions.html#Share-Documents">Share Documents</a></li> </ul> </div> <h3 id="Functions-in-the-Customer-Portal">Functions in the Customer Portal</h3> <p>Let鈥檚 take a look at the various actions your customers can perform in each module.</p> <h4 id="Home">Home</h4> <p>Home is the first screen that your customers will see when they log in to the customer portal. It gives them an overview of the transactions that took place between you and your customers. They can view the following details on the dashboard:</p> <table> <thead> <tr> <th>Title</th> <th>Description</th> </tr> </thead> <tbody> <tr> <td><strong>Outstanding Invoices</strong></td> <td>The total amount your customer owes you for their unpaid invoices. Customers can click Pay Now to pay this entire amount.</td> </tr> <tr> <td><strong>Available Credits</strong></td> <td>The total amount that you owe to your customer. This could be any refunds or credit notes that you had created for your customer.</td> </tr> <tr> <td><strong>Outstanding Retainer Invoices</strong></td> <td>The total amount your customer owes you for their retainer invoices.</td> </tr> <tr> <td><strong>Available Retainer Payments</strong></td> <td>The total retainer amount available that you can refund or apply to their invoices.</td> </tr> <tr> <td><strong>Last Payment Made</strong></td> <td>The amount and date of the recent payment made by your customer.</td> </tr> <tr> <td><strong>Order Status</strong></td> <td>The statuses of all your sales orders will be shown here.</td> </tr> <tr> <td><strong>My Details</strong></td> <td>This section will display your customer’s details and their saved cards.</td> </tr> <tr> <td><strong>Shared Documents</strong></td> <td>This section will display any documents you’ve shared with your customer or vice-versa.</td> </tr> </tbody> </table> <p>Apart from the above details, the home page also displays your customer鈥檚 account details, their contact persons, and your organization鈥檚 contact details.</p> <img alt="Dashboard" src="/inventory/help/images/customer-portal/home.png" width="800" /> <h4 id="Sales-Orders">Sales Orders</h4> <div class="tips-prerequisites"><div class="tips-prerequisites-img"></div> <p><b>Prerequisite:</b> To let your customers view sales orders in the customer portal, you have to enable this option in the <a href="https://www.zoho.com/inventory/help/customer-portal/preferences.html" target="_blank">customer portal preferences</a>.</p> </div> <p>If you have created a sales order for your customer to confirm the items and price of a sale, they can view it in the portal under <strong>Sales Orders</strong>. To view a particular sales order鈥檚 details, they can click on the sales order number. Along with the order鈥檚 details, customers can also view the details of the invoice associated with a fulfilled sales order.</p> <img alt="Sales order module" src="/inventory/help/images/customer-portal/so.png" width="800" /> <div class="tips-insight"><div class="tips-insight-img"></div> <p><b>Insight:</b> You will receive a notification in your Zoho Inventory organization when your customer views a sales order for the first time in the customer portal.</p> </div> <h4 id="Invoices">Invoices</h4> <div class="tips-prerequisites"><div class="tips-prerequisites-img"></div> <p><b>Prerequisite:</b> Your customers can make an online payment for an invoice only if you have associated a payment gateway for that invoice. Zoho Inventory can be integrated with <a href="/inventory/help/integrations/online-payments.html" target="_blank">multiple online payment gateways*</a></p> </div> <p>Your customers can view the list of all their invoices and retainer invoices in the <strong>Invoices</strong> section of the customer portal. They can click on an invoice to view its details. If the invoice is unpaid, they can choose to pay for it instantly by clicking <strong>Pay Now</strong>. Customers can also choose to apply filters to display a particular type of invoice, or sort the invoices by clicking the drop-down above the list.</p> <img alt="Invoices module" src="/inventory/help/images/customer-portal/invoice.png" width="800" /> <div class="tips-insight"><div class="tips-insight-img"></div> <p><b>Insight:</b> You will receive a notification in your Zoho Inventory organisation when your customer views an invoice for the first time in the customer portal.</p> </div> <p>When your customer clicks <strong>Pay Now</strong> for an invoice, the payment page will open up. If you have enabled partial payments for that invoice (in the invoice creation screen), then your customer can enter the amount they wish to pay now. Otherwise, they will have to pay the full invoice amount.</p> <img alt="Pay" src="/inventory/help/images/customer-portal/pay.png" width="800" /> <p>Customers can make payments by choosing their preferred mode of payment (The payment methods available depends upon the configured payment gateway). You can provide various payment gateway options to your customer while creating an invoice for them.</p> <h5 id="Card-Payments">Card Payments</h5> <p>For making payments using Credit/Debit card, customers can enter their card number, CVV, expiry date, billing address, and the country to make payments. They can also save the cards and use them for future payments.</p> <h5 id="ACH-Payments">ACH Payments</h5> <p>To let your customers make ACH payments, you need to enable <strong>Allow this customer to pay via their bank account</strong> option for them under the <strong>Other Details</strong> section in the customer creation screen. Customers can choose to save their bank account details for future transactions by checking the <strong>Use this account for future transactions</strong> option.</p> <img alt="ACH Payment" src="/inventory/help/images/customer-portal/ach.png" width="800" /> <h4 id="Payments-Made">Payments Made</h4> <p>In the <strong>Payments Made</strong> section, your customers can track all the payments they have made towards your business. This includes both the online payments and the offline payments you鈥檝e recorded for them in Zoho Inventory. Customers can filter the list to view only invoice payments and also sort the payments by Date or Amount.</p> <img alt="Payments made" src="/inventory/help/images/customer-portal/payments-made.png" width="800" /> <p>They can click on a particular payment to view its payment receipt, and also check the details of the invoice or retainer invoice for which this payment was made. Your customers can click the Download PDF or Print button to keep a copy of the receipt.</p> <h4 id="Statement-of-Accounts">Statement of Accounts</h4> <p>A statement of accounts is a document that lists out all the transactions that took place between you and your customer over a particular period of time. This statement lets your customer know the total amount they owe you for the sales that took place during that period.</p> <p>Customers can generate this statement in the customer portal to view their outstanding balance. Here鈥檚 how:</p> <ul> <li>Go to the <strong>Statements</strong> section in the customer portal.</li> <li>Select the <strong>Date Range</strong> in the top-left corner.</li> <li>Click <strong>Go</strong> to generate the statement.</li> <li>Click the <strong>Download PDF</strong> or <strong>Print</strong> button to keep a copy of the statement.</li> </ul> <img alt="Statement" src="/inventory/help/images/customer-portal/statement.png" width="800" /> <h4 id="Share-Documents">Share Documents</h4> <p>Invoices and Sales Orders in the customer portal can be printed, downloaded as PDFs, and forwarded to other contacts by your customers using the options provided.</p> <img alt="More actions" src="/inventory/help/images/customer-portal/more.png" width="800" /> <div class="tips-note"><div class="tips-note-img"></div> <p><b>Note:</b> :Once your customer forwards a transaction to a contact, that contact will be added as a contact person for that customer in your Zoho Inventory organisation.</p> </div> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> TOP </div> <div id="zom-app-popup" class="popup-banner scroll-hidden no-print"> <div style="position: relative;"> <div id="popup-close" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Simplifying inventory and order management</p> <div> <a class="btn zom-btn-filled zom-access" id="banner-signup-button" href="/inventory/signup?utm_source=help&utm_medium=popup" target="_blank" rel="noopener noreferrer"> SIGN UP - IT'S FREE </a> </div> </div> </div> <div id="zom-app-popup-signed" class="popup-banner scroll-hidden no-print signed"> <div style="position: relative;"> <div id="popup-close-signed" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="support-agent" alt="Zoho Inventory" src="/inventory/help/images/common/support-agent.png"> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Cannot find what you're looking for&quest;</p> <p class="popup-text-style popup-text-font">We're just a call away.</p> <div> <a class="btn zom-btn-filled zom-access" href="https://assist.zohobookings.com/#/customer/zohoinventorycall?Source=help_docs" target="_blank" rel="noopener noreferrer" style="font-size: 12px !important; padding: 2px; width: 54%;"> Request a callback </a> </div> </div> </div> </div> <div class="help-footer row" id="footer"> <div class="col-md-3 mobile-img-section"> <img src="/inventory/help/images/getting-started/Inventory-mobile.png" alt="Zoho Inventory - Customer Support" class="footer-mobile pull-right"/> </div> <div class="col-sm-5 col-md-3 mobile-apps-description"> <div class="mobile-apps"> <b>Mobile Apps</b> </div> <p style="line-height:1;margin-top:5px;"> Available in all mobile platforms </p> <div> <a href="https://play.google.com/store/apps/details?id=com.zoho.inventory&referrer=utm_source%3Dzom_helpdoc%26utm_medium%3Dfooter_mobile_banner" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/android.svg"> </a> <a href="https://apps.apple.com/app/apple-store/id1037960494?pt=423641&ct=help_page_footer&mt=8" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/apple.svg"> </a> </div> <span class="font-xs lg-show">漏 2023, Zoho Corporation Pvt. 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