Email Settings
Last updated
Last updated
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.
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.
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.
If an email fails to send, you can add your email address in the Bounce Notification Recipient field to receive bounced emails.
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.
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.
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.
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
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.
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.
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.
Once received you will be able to validate if the template is correct.
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
Enter in your email address and click check to see if the domain has been successfully configured.
