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

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 - Organization Profile
  • Click on Change Portal Settings
  • Check the box Send a notification email when I comment on invoices/quotes

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

Mail notification