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Note Mentions & Notifications

Don’t let your important requests get lost in the shuffle. LedgerDocs has note mentions and notifications that help you and your client to stay connected, organized, and informed about pertinent financial activities.

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Note Mentions and Notifications

“Note Mentions” and “Notifications” are two features we provide that help users stay organized and informed about pertinent financial activities. “Note Mentions” allows you to reference specific users related to transitions and invoices. Once mentioned, the recipient will receive an alert. “Notifications” send information regarding various activities, such as a new invoice that has been developed or when a payment has been received. These simple features make it easier for team members to collaborate and stay informed.

How Note Mentions & Notifications Work

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