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When I comment on a document and mark the “Display in customer 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.