You send an invoice, or a estimate you'd love them to approve, and then you wait. Did the email land? Did it end up in spam? Did they even notice?

Now your clients get a heads-up inside the Client Portal itself, the moment you issue something new.

What landed

When you send a contact a new invoice or a new estimate, a notification now appears automatically inside their Client Portal. No more relying only on email getting through.

They see the alert, click it, and go straight to the invoice or estimate to take action - pay it, review the pricing, or approve the estimate.

There's nothing for you to switch on. If your clients use the Client Portal, this is already working for them.

What your clients see

When your contact logs in to the Client Portal, they'll spot a notification waiting for them in the notifications panel. In the screenshot below, you'll see the alert letting them know a new billing document is ready.

From there, they select the notification and are taken straight to the relevant invoice or estimate, ready to review and respond.

Why you'll feel the difference

Invoices and estimates usually need something done with them - a payment, a review, an approval. The sooner a client sees one, the sooner you get a response.

Before this, a client had no in-portal alert at all. If the email slipped past them, the document just sat there. Now it's right in front of them the next time they log in, which tends to mean faster payments and quicker approvals for you.

What to know

• Notifications trigger when a contact receives a new invoice or estimate.
• They go to the relevant contact only.
• Right now the channel is in-app notifications inside the Client Portal.

Nothing for you to set up here - just send your next invoice or estimate as usual, and your client gets the nudge automatically.