All fields are required — email and phone are needed to send the customer their receipt, invoice, or sales order.
What is this payment for?
Select Sales Order
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Property Details
For a payment the customer already made before this portal existed. This is a portal-only record — it will not touch Zoho and no email will be sent, but it will count toward this sales order's balance everywhere it's shown.
Payment Details
Comma-separate multiple addresses. They'll be CC'd on every receipt/invoice/sales-order/contract email for this transaction, alongside your own.
Outright purchases require full payment and create a Sales Receipt. For top-ups/installments this is normally detected automatically once the balance reaches zero — tick this to force it (e.g. a final cash settlement) so the Contract of Sale & Deed of Assignment go out immediately, regardless of the transaction type.
Transaction Log
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Customer Statement
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Expense Posting
LBL Portal
→
Zoho Expense
→
Approval
→
Zoho Books
New Expense
Submitting sends the expense to Zoho Expense, creates a report, and submits the report into the configured Zoho Expense approval workflow. It is not posted directly to Zoho Books.
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Staff Management
New Staff Account
Bulk Upload Realtors / Staff
Upload a CSV with columns: username,name,email,password,role.
Password and role are optional — a random password is generated if left blank,
and role defaults to "realtor". Only the "daniel" account can be admin, so
rows with role "admin" for anyone else will be skipped automatically.