Client Portal: Invoice & Estimate Notifications for Contacts

TL;DR

Contacts using the Client Portal now get in-app notifications when new invoices or estimates are issued. No setup is required; this is an automatic enhancement.

Who this affects

This affects agencies and SaaS entrepreneurs who use the Client Portal feature to manage invoices and estimates for their contacts. Specifically, it impacts contacts within the Client Portal who need to be notified about financial documents. HighLevel has not confirmed who is affected, beyond those using the Client Portal for financial documents.

What changed

Contacts now receive in-app notifications inside the Client Portal. These notifications appear when a new invoice is issued to a contact. Notifications also appear when a new estimate is issued to a contact. Contacts can select a notification to directly access the relevant invoice or estimate. This feature is automatically available for contacts using the Client Portal; no setup is required by the agency. HighLevel has not confirmed any limits or plan gating for this feature. They have also not confirmed the rollout status.

Where to find it

The notifications are found within the Client Portal, specifically in the "Notifications panel." HighLevel has not published a more precise location, but users should look for a bell or similar notification icon within the Client Portal interface.

How agencies will use this

An agency utilizing the Client Portal for billing will find that their contacts are now automatically alerted to new financial documents. For example, when an agency issues a new invoice for their monthly SaaS subscription service to a client, that client (as a contact in the Client Portal) will immediately see an in-app notification. The client can click this notification to go directly to the invoice, review the details, and proceed with payment. Similarly, if an agency provides an estimate for a new project within HighLevel, the contact receives an instant alert. This reduces the need for separate email reminders for new documents, streamlining the communication process within the portal itself. The agency does not need to configure workflows or triggers for these specific notifications; they are built-in.

Our take

This is a minor update. It improves the user experience for contacts within the Client Portal by centralizing notifications for financial documents. It's a standard feature enhancement that many users would expect from a portal environment. While not a game-changer, it's a solid quality-of-life improvement that should reduce friction for clients interacting with invoices and estimates. Agencies do not need to take any action; it works automatically.