Customer Portal
How to activate the customer portal ?
Once you activate your subscription, you will receive an email to set up your password and activate the customer portal: Once you click "Accept Invitation," you will go to the page to define your password: Choose your password, and ...
How do I cancel my subscription?
You cancel your subscription anytime. To do that, go to Settings --> Manage Subscription: Click "Goto Zoho Customer Portal," enter your email and password for the portal: on the portal, click "Subscriptions": Click on the Subscription you want to ...
Where are my statements?
The last item on the left menu is "Statements." The statement of accounts is a document that lists out all the transactions that have taken place over a particular period. It lets you know the total amount that you owe for the subscriptions that took ...
How do I update the number of users on my subscription?
To update the number of users, click on "Subscriptions." Here you can view and update your subscription plan: To see all details, click on your subscription plan: Here you can see all the information about your plan, your invoices and add more ...
Where do I find my payments?
In order to see the payments, click on "Payments Made." Here you have a list of all payments made by your company: Click on any payment will show its receipt: There you can download the pdf of the receipt or print it.
How do I see my invoices?
To see your invoices, click on "Invoices" on the left menu: Click on any invoice to see it: Here you can forward, download, or print your invoice. You can also add comments to the invoice.
What is the Customer Portal?
The Customer Portal is a self-service portal that you can use to manage your subscriptions, pay for invoices, update your information, and much more. The customer portal is a fully secure environment for subscriptions and payments. To access it, you ...