What are the Steps to Set Up Batch Invoicing?

  • Updated
Batch invoicing allows your firm to use the Bulk Billing Center to send invoices via blast email. Please note that after initial setup, it can take 24-­48 hours before you blast emails through CARET Legal.

1. Request for this to be turned on for your firm's account

When you are ready to start using batch invoicing, first please inform your onboarding project manager or contact support to enable the ability on your CARET Legal account and send DNS records specific to your account.

2. Verify your domain with your DNS Provider

Afterwards, you will need to verify your domain. Your onboarding project manager will provide DNS records to be added.
  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. Below is a template of what to expect:

       Enter This Value
       v=spf1 include:mailgun.org ~all
       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.

     Enter This Value

3. 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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