August 9, 2024
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Mango can optionally send email notifications when payments are received, when items are added to another user’s calendar, and when budgets are exceeded.

Accessing Notification Settings

You can access the settings for Notifications from the main toolbar.

1. Click (Settings).
2. Click General Settings.
3. Click the Notifications

Configuring Notification Settings

The Notifications tab is divided into two sections: Email Notification Options, and Budget Email Notifications.

Click the ✓ Save button to save changes to any settings

Email Notification Options

The following settings are available in the Email Notification Options section:

• Send “Thank You” email for payments made in the Client Portal & Click to Pay to the Client – Set this option to automatically send an email to the client when they make a payment in the Client Portal or using the Click to Pay option in their invoice or statement email. The email will look similar to this:
  [image]
  Additional information on payments in the Client Portal and via Click to Pay links can be found in the Electronic Payments article.
• Send Email to notify firm for payments made by Clients – Set this option to automatically send an email to the selected user when a client makes a payment in the Client Portal or using the Click to Pay option in their invoice or statement email. The email will look similar to this:
  [image]
• Send “Thank You” email for a payment made in Mango Billing to the Client – Set this option to automatically send an email to the client when a Cash Receipt entry is saved for them in Mango. The email will look similar to this:
  [image]
  For additional information, see the Cash Receipts article.
• Send email to notify firm for payments made in Mango Billing – Set this option to automatically send an email to the selected user when a Cash Receipt entry is saved in Mango. The email will look similar to this:
  
  For additional information, see the Cash Receipts article.
• Send email when a calendar event is made by another Mango Billing User – Set this option to automatically send an email to the user assigned to an event when the event is created. The email will look similar to this:
  [image]
  For additional information, see the Scheduling article.
• Send email when a To-Do event is made by another Mango Billing User – Set this option to automatically send an email to the user assigned to a To-Do when the To-Do is created. The email will look similar to this:
  [image]
  For additional information, see the To-Dos article.

Budget Email Notifications

The following settings are available in the Budget Email Notifications section:

• Select user(s) to be notified if Budget alert for Revenue is exceeded – Select users to receive an email notification that is automatically sent when the budget amount for revenue is exceeded. The email will look similar to this:
  [image]
• Select user(s) to be notified if Budget alert for Time is exceeded – Select users to receive an email notification that is automatically sent when the budget amount for time is exceeded. The email will look similar to this:
  [image]

Additional information can be found in the Overview of Budgeting in Mango topic.

Learn More

The following knowledge base articles contain additional information relating to Notification settings:

• Overview of General Settings