Zoho Invoice

FAQ

When I comment on a document and mark the “Display in client portal” option, will my customer receive an email?

Yes, they will if you’ve enabled this under settings.

  • Go to Settings - Preferences - Branding - Portal Settings
  • Check the box Send a notification email when I comment on invoices/estimates and hit the Save button at the bottom of the page.

Your customers will now receive notifications when you comment on their estimates and invoices.

Mail notification

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