Notification Settings

Stay informed without being overwhelmed.

Notification Types

Email Notifications

• Invoice paid
• Quote accepted/rejected
• New client signup (portal)
• Project deadline approaching
• Budget threshold reached
• Payment overdue

In-App Notifications

• Real-time activity feed
• Desktop notifications (if enabled)
• Notification center badge

Customizing Notifications

Go to Settings > Notifications to toggle each type on/off.

Notification Frequency

Choose how often to receive summaries:

• Real-time: Instant notification
• Daily digest: Once per day
• Weekly summary: Once per week
• Off: No notifications

Email vs In-App

Email notifications: Important events you should act on

In-app notifications: Nice-to-know updates and activity

Do Not Disturb

Set quiet hours:

1. Go to Settings > Notifications
2. Enable Do Not Disturb
3. Set hours (e.g., 8pm - 8am)
4. No notifications during these times

Best Practice

Enable notifications for: ✅ Payments received ✅ Quotes accepted ✅ Budget warnings

Disable notifications for: ❌ Every time entry ❌ Minor updates ❌ Marketing emails