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FreelioPro
THE FREELIOPRO FIELD GUIDE

Notifications

Stay on top of client activity, invoice updates and account notices. The Notifications page keeps everything that happened in one list.

What you'll hear about
  • Approvals and change requests from clients
  • Invoice acceptance, payments and reminders
  • Account and plan notices
  • Announcements about new features and updates
01

Open your notifications

Open Notifications from the bell in your workspace header. The bell shows how many are unread. The newest are at the top, and unread ones carry an amber dot on the right.

02

Filter by kind

Use the filters at the top to see everything, only what's unread, or one kind at a time.

Filters
AllUnreadReviewsInvoicesProjectsPlanAnnouncementsSystem
03

The kinds of notification

Reviews
When a client approves an item or requests changes.
Invoices
When a client accepts an invoice or its payment state changes, and as reminders: an unpaid invoice due within 3 days, an overdue one, and one your client viewed a week ago without accepting.
Projects
When a project’s state changes, or a step is updated.
Plan
When your subscription changes.
Announcements
Updates for everyone about new features, maintenance and important changes.
System
Account notices such as email verification, storage warnings and security updates, and our replies to your support conversations.
04

Important and urgent

Most notifications are routine. The ones that need prompt action are marked Important or Urgent beside their time, for example a change request, a payment problem, a security alert or a subscription about to end.

05

Read and act on them

Each notification shows its title, a short message and when it arrived. Where there's something to look at, the title links straight to it, the item or invoice, and opening it marks the notification read. The dot on the right marks one as read without opening it, and Mark all as read at the top clears them all.

Notifications
Acme requested changes on “Logo concepts”Could we try a warmer palette? The blue feels too cold.12 minutes ago Important
Invoice INV-002 was acceptedAcme Corporation accepted the invoice for Brand refresh.2 hours ago
Messages now live with each projectYour client conversations moved into their projects.Yesterday
06

Where they come from

  • Client portal activity: approvals, change requests, invoice acceptance
  • Project events: new items, steps completed
  • Invoice reminders: due soon, overdue, or viewed but not accepted
  • Account events: email verification, plan changes
  • Support replies: when we answer one of your support conversations. Deleting a conversation also removes its reply notifications.
  • Announcements: new features, scheduled maintenance

The Projects and Client portal chapters say more about when each one is sent.