New Notifications for Invoices, Estimates and Contracts on Client Portal

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New Notifications for Invoices, Estimates and Contracts on Client Portal

We’re excited to introduce a powerful new addition to the Client Portal—email notifications for invoices, estimates, and contracts. With this release, users will now receive a streamlined email whenever one of these documents is shared with them, making communication seamless and access more intuitive.

Plus, Client Portal users can now manage and access all important documents clearly organised in the Client Portal.

For Client Portal Owners:

  • Enable or disable email notifications for invoices, estimates, and contracts
  • Configure custom email templates to personalise the content sent to users for each document type

For Client Portal Users:

  • Choose to enable or disable email notifications when you receive new invoices, estimates, or contracts
  • Stay informed through tailored emails designed to highlight key document details

:white_check_mark: Access and manage all shared documents—invoices, estimates, and contracts—in one organised, easy-to-use interface in the Client Portal.

For Client Portal Owners:

  • Go to Sites → Client Portal or Memberships → Client Portal
  • Navigate to Client Portal → Settings → Email Settings
  • Based on the apps enabled in Client Portal Settings → App Permissions, relevant notification preferences will appear
  • Toggle email notifications on/off as needed
  • Use the Default Email button to switch to a custom email template for each notification type

For Client Portal Users:

  • Click the Profile Icon on the top-right corner of your Client Portal home page
  • Select Manage Your Account
  • In the sidebar, click on Notifications
  • Scroll down to manage your preferences for invoice, estimate, and contract email notifications
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