How do I Set Up Batch Invoicing?

  • Updated
When you are ready to start using batch invoicing, first please contact support to enable the ability on your CARET Legal account.
 
Afterwards, you will need to verify your domain.
  1. Go To Your DNS Provider that you use to manage yourdomain.com and add the following DNS records.
    • Common providers include GoDaddy, NameCheap, Network Solutions, Rackspace Email & Apps, Rackspace Cloud DNS, Amazon Route 53, and Digital Ocean.

  2. Add DNS Records For Sending.
    • TXT records (known as SPF & DKIM) are required to send and receive an email with Mailgun.

       Type
       Hostname
       Enter This Value
       TXT
       [yourdomain]
       v=spf1 include:mailgun.org ~all
      TXT
       [key]._domainkey.[yourdomain]
       Please contact Support for this information

      If GoDaddy (applicable for some other providers, as well), the second TXT Hostname does not need to have the domain included. For example - in screenshot below, only "mailo._domainkey" would need to be added.
    • If you already have a TXT record for SPF, please make sure to merge it and have only one SPF records.

  3. The CNAME record is necessary for tracking opens, clicks, and unsubscribes.

     Type
     Hostname
     Enter This Value
     CNAME
     email.[yourdomain]
     mailgun.org
  4. Wait For Your Domain to Verify.
    • After making the above DNS changes it can take 24-­48 hours for those changes to propagate. We will email you to let you know once your domain is verified.

 

Now you are able to use batch invoicing within CARET Legal.

 
 
 
 
 

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