# Email Settings

#### Automatic Sending of Invoices <a href="#automatic-sending-of-invoices" id="automatic-sending-of-invoices"></a>

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.![](blob:https://hostednetwork.atlassian.net/6c26985f-3689-4c79-aa5f-e4eed3da27cf#media-blob-url=true\&id=3e319320-2d33-44c7-8989-a16fafd4bfef\&collection=contentId-1404141583\&contextId=1404141583\&mimeType=image%2Fpng\&name=3.0%20-%20Auto%20email.png\&size=17776\&width=810\&height=93)

![Enable Automatic Sending of Invoices](/files/-MhRfVCYdSsiyXEOmCTf)

{% hint style="info" %}
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.
{% endhint %}

#### From Email Address and Name <a href="#from-email-address-and-name" id="from-email-address-and-name"></a>

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.

{% hint style="info" %}
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.
{% endhint %}

![From details](/files/-MhRfhOcRxIWSmA4YIuj)

#### BCC Recipient <a href="#bcc-recipient" id="bcc-recipient"></a>

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](/files/-MhRfn6--kD5O2jjKPaR)

#### Bounce Notification Recipient <a href="#bounce-notification-recipient" id="bounce-notification-recipient"></a>

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

![Bounce Recipient](/files/-MhRfq5tRt2n8DQMth3L)

#### SPF Records <a href="#spf-records" id="spf-records"></a>

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`![](blob:https://hostednetwork.atlassian.net/5efc8519-b649-4708-b357-bf35b37a7839#media-blob-url=true\&id=f225ca73-fe8b-4783-9d23-3e53403fb700\&collection=contentId-1404141583\&contextId=1404141583\&mimeType=image%2Fpng\&name=3.4%20-%20SPF%20Record.png\&size=33648\&width=701\&height=155)

![](/files/-MhRfvK196PbM_noPmsH)

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](/files/-MhRg6D25wB1FBoqK0cY)

Enter in your email address and click check to see if the domain has been successfully configured.![](blob:https://hostednetwork.atlassian.net/514557ff-6f51-464b-bc6b-aecf10960601#media-blob-url=true\&id=d2ae4b76-cd35-4964-bd7c-45d857a31f9a\&collection=contentId-1404141583\&contextId=1404141583\&mimeType=image%2Fpng\&name=3.5.2%20-%20SPF%20Checker%20Failed.png\&size=24882\&width=483\&height=266)

![Failed to find record](/files/-MhRgAq3xotflG2uAl5c)

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](/files/-MhRh1GEmjry09I2TshR)

#### Invoice Notifications <a href="#invoice-notifications" id="invoice-notifications"></a>

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](/files/-MhRh4za4T9X1JSoWcBx)

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](/files/-MhRh8av13R0By_QHfZq)

**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         | <p>Invoice number without prefix<br>Invoice number with prefix</p> | <p>10001<br>PREFIX10001</p> |
| amount\_due             | The amount due in the invoice                                      | $210.49                     |

{% hint style="warning" %}
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.
{% endhint %}

#### Test notification <a href="#test-notification" id="test-notification"></a>

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](/files/-MhRhJazg9tL83pY1h6-)

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](/files/-MhRhNxnrs2jYkISmfsr)

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

![Received Email example](/files/-MhRhYQgmr0-MhtAtWJx)


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