Implementing a Self-Invoicing/Vendor Portal in Zoho Creator

Implementing a Self-Invoicing/Vendor Portal in Zoho Creator

Hello Zoho Community / Creator Experts,

We would like to build a Self-Invoicing Portal (Vendor Portal) in Zoho Creator for our external contractors. Our goal is to allow approved contractors to log in, submit their invoice details (hours worked, project ID, dates), and view the status (Approved, Paid) of their submissions.

All contractor and project data is already managed within our custom Zoho Creator app.

Crucial information: We use the local Czech accounting system iUcto (not Zoho Books/Invoice).

Key Questions & Challenges:

  1. Portal Best Practice: Has anyone implemented a similar Vendor Portal using Zoho Creator Portals? What are the key best practices for setup, security, and managing user roles?

  2. iUcto Integration: Since we cannot use native Zoho Finance integration, we plan to use Deluge scripting to:

    • A) Validate submitted data.

    • B) Either export data for iUčto or send it via iUčto API. Are there known challenges when exporting highly-structured financial data from Creator for external systems?

  3. Permissions: How can we efficiently ensure that a contractor can only view and manage their own records/invoices within the Creator Portal?

Any advice on Deluge logic, data structuring, or security in Creator Portals would be highly appreciated.

Thank you.