Mango Practice Management

Mango connects the work a practice performs with its time and billing records. Accounting-specific project templates organize due dates and tasks, while time can be tracked whether the firm charges by the hour or by project. Document sharing, engagement letters and signature requests support client collaboration.

Prepare and review a batch of invoices

1. Open Billing & Invoicing > Batch Invoicing and choose the invoice date.
2. Use Filters to set the bill-through date, clients, engagements or other criteria, then click Fetch.
3. Select the clients or individual engagements. Review time, expenses, discounts and invoice amounts; choose the invoice and finalization options for each client.
4. Click Process Invoices, then open Invoice Review. Preview or edit the selected invoices and choose Finalize to print, email or save them according to the selected action.

Changing an invoice amount shows its write-up or write-down against recorded work. The review screen also lets you return an invoice to an unbilled state with Reverse Invoice. Processing a batch and finalizing it are separate steps, so a billing manager has a review point before delivery.

Subscription and setup

Mango's pricing page includes implementation, import assistance, training and setup across its plans. Contact Mango for the practice-management subscription quote; its advertised website-building add-on is a separate service. A trial is available without a credit card.

Each user needs a separate login. Additional users or services added during a billing cycle are prorated to that cycle. Mango's terms make paid fees non-refundable, including the unused portion of an annual subscription. Reporting can then help the firm review work and billing by client, product and associate.