Infinity3 Help Centre

Review email notifications for supported invoices, estimates and contracts shared through your customer portal.

Before you start

You’ll need permission to manage portal settings. Decide which updates customers need and review any separate payment or document emails already configured.

These settings relate to supported portal document notifications; file-sharing notifications and other product emails can have separate controls.

Review the notification settings

1. Open Memberships → Client Portal → Settings.
2. Select Email Settings → Client Portal.
3. Review the available invoice, estimate and contract notification toggles.
4. Enable or disable the intended messages.
5. Use the eye icon to preview each template.
6. Use the template controls to select or edit the message where supported.
7. Save.

Some layouts place Client Portal under Sites instead of Memberships.

Check the content

Use clear subjects and business identification. Preserve the required document links and personalised values when editing templates.

Avoid saying that a document is paid or signed merely because it has been shared.

Test the journey

Use a test customer and sample document. Check the email, its destination and the customer’s ability to open the item in the portal.

If an email is missing, check the saved notification setting, recipient address, spam folder and whether the document was shared through the supported process.

Contact Infinity3 with the portal, document type, sharing time and expected recipient if the alert remains missing.