If you use your CRM portal to manage billing, you can now see notifications inside the portal whenever a new invoice or estimate is sent to you. That means fewer missed updates, quicker approvals, and an easier way to stay on top of payments without relying only on email.

📌 Why This Matters

Invoices and estimates often need quick attention. If you do not see them right away, payments can be delayed, approvals can sit too long, and simple billing tasks can turn into follow-up work. With in-app portal notifications, important billing activity shows up where you are already working, making it easier to review documents and take action sooner.

✨ What’s New

• Invoice notifications inside the portal: When a new invoice is issued, a notification appears automatically so you can open it and review what needs to be paid.
• Estimate notifications inside the portal: When a new estimate is shared, you will see an alert in the portal so you can review pricing and respond faster.
• Billing updates in one place: Your notification center helps you keep track of important billing activity without having to manually check different sections.
• Quicker action on payments and approvals: By seeing updates right away, you can handle invoices and estimates sooner and avoid unnecessary delays.

🛠️ How to Use It

1. Step 1: Log in to your CRM portal.
2. Step 2: Watch for a notification when a new invoice or estimate is issued to you.
3. Step 3: Open the notifications panel inside the portal.
4. Step 4: Select the notification to go directly to the invoice or estimate.
5. Step 5: Review the details and take the next step, such as approving the estimate or paying the invoice.

💡 Pro Tip

Check your portal notifications daily so estimates get approved faster and invoices get paid before small delays turn into cash flow problems.