Contacts can now receive in-app notifications in the Client Portal whenever a new invoice or estimate is issued.

This helps clients see billing activity right away, review estimates, and take action on invoices without relying only on email notifications.

What’s included

Notifications for new invoices

• When a new invoice is issued to a contact, a notification appears in their Client Portal.
• Contacts can select the notification to open the invoice and take the next step.

Notifications for new estimates

Contacts are also notified when they receive a new estimate, making it easier to review and respond without manually checking the Estimates section.

Billing updates inside the Client Portal

Billing updates appear in the Client Portal notification center so contacts can keep up with new invoices and estimates.

Faster payments and approvals

Because billing activity is shown as it happens, contacts can respond sooner, which can reduce delays in approvals and payments.

How it works

For contacts:

• Log in to the Client Portal.
• When a new invoice or estimate is issued, an in-app notification appears automatically.
• Open the Notifications panel.
• Select the notification to go to the invoice or estimate.

No setup is required. Notifications are automatically available for contacts using the Client Portal.

Why this matters

Invoices and estimates often require timely action, such as making a payment, reviewing pricing, or approving an estimate.

Previously, contacts did not have an in-portal alert when new billing documents were available. With these notifications, clients can see when something needs attention, which helps create a smoother billing experience and supports faster responses.

Notes

• Notifications are triggered when a contact receives a new invoice or estimate.
• Notifications are delivered to the relevant contact.
• Currently supported notification channel: in-app notifications.