Clients not receiving invoices/estimates - how to check clients receive it other than Portal way

Clients not receiving invoices/estimates - how to check clients receive it other than Portal way

Clients not receiving invoices/estimates.

We discovered this problem some time ago.
We always follow up and check with clients if they receive it which is annoying.

Is there any option how to check that clients received it other than portal way?
Not all clients wants to set up portal as some clients are one off.
And how to persuade them to set up portal anyway?

If there is option that clients receive link with invoice or estimate as other accounting providers, then once client click on it, we will know they received it.

Let me know if you planning this sort of option in near future as we need to make our system easier.
Also we reached 500 clients and before we upgrade, we need to be sure this Not Receiving is sorted otherwise we need to look elsewhere for Invoicing system.

Thank you for your help




                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation


                                        Manage your brands on social media



                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                      





                                                                      




                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now