Email Settings

Automatic Sending of Invoices

If you would like the system to automatically email your customers, you can do this by enabling the “Enable Automatic Invoice Generation” option from within the Email Settings.

Enable Automatic Sending of Invoices

This isn’t a required field, and if this isn’t checked, you will still have invoices generated. If you have integrated the Rebilling System into a 3rd party application, we will still upload products and services.

From Email Address and Name

For us to be able to send emails on your behalf, we require you to enter the “From Email Address” and “From Name”.

Once you have completed this form, you will receive a “Confirm Sender Signature” email from PostmarkApp requesting that you verify your email address. Once confirmed, we will be able to send emails on your behalf.

Since we use a 3rd party system, you must not use a public hosting site like gmail, hotmail, yahoomail, etc.

You must use a business email address.

From details

BCC Recipient

If you wish to be included on the emails sent to your customers, you can add your email address in the Invoice BCC Recipient Field.

BCC Recipient

Bounce Notification Recipient

If an email fails to send, you can add your email address in the Bounce Notification Recipient field to receive bounced emails.

Bounce Recipient

SPF Records

For emails to be successfully sent via PostmarkApp, we advise that you add the following SPF record to your DNS Settings for the domain of the “From Email Address” you entered above. This will help verify that the email, although coming from PostmarkApp, is a valid email address and therefore won’t be sent to the customers spam folder.1v=spf1 a mx include:spf.mtasv.net ~all

We have provided a SPF Checker which can check against a domain to look for the above SPF record. Click on “Check SPF Record” to use the checker.

SPF Check

Enter in your email address and click check to see if the domain has been successfully configured.

Failed to find record

If you have just recently updated your DNS settings, it may take a few minutes to 48 hours for it to replicate across the internet and for the checker to detect it. You can come back any time to check to see if it’s been correctly configured.

Successfully found the record

Invoice Notifications

We provide you the ability to update the subject and content of the emails that the Rebilling System sends to your customers. We have created a default template that you can modify yourself. Click on “Edit Invoice Notification Template” to view and change the template.

Invoice Notification

The “Invoice Notification Template” has a list of available variables which can be used in your invoice template. This allows you to customise the template.

• The first red box highlights all the variables available

• The second is an example with two variables copied

Notification Template

Available Variables

Variable Name	Description	Example
customer_first_name	First name of customer	John
customer_last_name	Last name of customer	Doe
customer_company_name	Customer company name	ABC Company
invoice_month	Short Month and Year	Aug 2021
invoice_month_long	Invoice Month Full word	August
invoice_year	Invoice Year	2021
invoice_due_date	Due date in dd-mm-YYYY	24-02-2021
invoice_number	Invoice number without prefix Invoice number with prefix	10001 PREFIX10001
amount_due	The amount due in the invoice	$210.49

All variables copied and pasted must be enclosed by the opening { and closing } curly braces. If this is not done the text will not be replaced when the email is sent.

Test notification

Once you have completed configuring the email the in previous section, you can now test the template. You can do this by clicking on “Send Test Notification Email” which will send an email with dummy information of your template for you to validate.

Test Notification

Enter your email address and click “Send”. Once the email has been sent you will be notified within the modal and then can close it, or re-send the email to another address.

Test Notification successfully sent

Once received you will be able to validate if the template is correct.

Received Email example