Hello everyone, and welcome back to our series!

The Customer Portal in Zoho Books serves as a platform for your customers from where they can accept quotes, view sales orders, monitor shipment statuses, make invoice payments, and manage other related transactions. Normally, you can grant access to the portal when creating a customer. However, there may be instances where you might prefer to enable portal access only when the customer makes their first sales transaction. In such cases, you can employ today's custom function. This function will automatically enable portal access and send the portal invitation to the customer's primary email address when the first quote is created and sent.