Notifications

1. 1
2. 2

1. 1Invoice email copies
2. 2Save changes

Notifications controls which key events reach your firm in Moodiri and by email, so a payment or an overdue invoice is never missed. It also sets whether you get a copy of the invoice emails you send.

Open Settings, then choose Notifications.

What you see here

Four events, each with an In-app switch and an Email switch:

• Overdue invoices. When an invoice becomes overdue.
• Payments received. When a client pays an invoice.
• Bank payments processing. When a client starts an ACH bank payment, which takes a few days to settle.
• Approvals. When clients approve or request changes.

All are on until you turn them off. These switches apply to the whole firm, so only the owner and admins with the Firm settings permission can change them.

Copies of client invoice emails

Invoice delivery copy decides whether invoice emails you send also go to your own email address:

• None. No copy.
• CC. You are copied, and the client can see it.
• BCC. You are copied privately.

This one is personal, so every member can set their own.

Choose Save changes to save. It becomes available once you change something. You see Notification settings saved. when it worked.

To read the alerts themselves, see Notifications.

Limits

Troubleshooting

• Notification channels were saved, but the invoice copy setting wasn't. Try again. The alert switches are saved. Choose Save changes again to save your invoice copy choice.