August 17, 2026 · Improvement Commerce

Client Portal Adds Invoice and Estimate Notifications

Contacts now receive Client Portal notifications when invoices or estimates are issued, helping them review billing items faster.

SMBcrm Team · August 17, 2026

Client Portal Adds Invoice and Estimate Notifications

Contacts can now receive in-app notifications inside the Client Portal when a new invoice or estimate is issued to them. Instead of relying only on email, contacts can see important billing activity in the portal and select a notification to open the relevant invoice or estimate.

For businesses using SMBcrm for Payments & Commerce, this gives contacts another convenient way to stay aware of billing items that may need review, payment, or approval.

What Changed

Invoice notifications

When a new invoice is issued to a contact, an in-app notification appears inside the Client Portal. The contact can select the notification to access the invoice and take the required action.

Estimate notifications

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 in the notification center

Important invoice and estimate activity now appears in the Client Portal notification center. This helps contacts stay current on billing documents that need attention.

How It Works

As a contact:

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

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