Notifications for Invoices, Estimates and Contracts on Client Portal
Automatically notify clients when new invoices, estimates, or contracts are shared through the client portal. Keep clients informed and responsive with real-time alerts via email or SMS.
1. First off, click on "Sites."
2. Next, click on "Client Portal."
3. Now, select "Settings."
4. Within Settings, click on “Email Settings.”
5. Toggle the checkbox to enable or disable “Invoice Created” notifications.
6. Likewise, toggle the checkbox for “Estimate Created” if needed.
7. You may also enable or disable the “Contract Created” notification option.
8. To select a template, click on "Default Template."
9. Show more options by clicking here.
10. Select your preferred template from the available list.
11. Finally, click on "Save."
12. Click here to preview your selection,
13. Ensure the template is accurate and correctly formatted.
