Notifications

Notifications are the text messages (email or SMS) sent to customers from PortaBilling about service and billing-related events like a balance reaching the credit limit, password changes, custom report execution, etc.

Notifications are organized into notification sets. You can edit notification messages by changing their subjects or the text within a notification set (a notification set can be used for multiple customer classes).

To activate notifications for a customer class, assign one of the previously created notification sets to it. Once you select a notification set from the dropdown list, you can see the included notification categories. Select the checkboxes near the notifications you want your customers to receive and the delivery method: by email or SMS. Click Save.

Every notification category name is an active link. It opens the Edit notifications page, where you can edit the notification templates.

On this section, you can override the “From” email address and set the “Reply-to” email address for customer notifications.

By default, customer notifications like “Invoice is overdue” or “Credit card expired” which are configured on the Notification types panel, are sent to customers from the company’s email address specified in the Company info > Address information > Legal info panel (the Name and “From” address in customer notifications fields are used).

To customize the “From” email address for this customer class, turn on the Override toggle.

Specify the sender’s name.

Specify the “From” email address.

Customer notifications are typically sent from a non-monitored mailbox, accumulating delivery error messages. To receive the customers’ replies to a separate mailbox where they can be handled by customer support, you can additionally specify a “Reply-to” email address for this customer class.

Specify the “Reply-to” name.

Specify the “Reply-to” email address.