Setting up how your emails are sent
In Abtrac your email configuration is controlled from System Settings > Invoices > Email Configuration. Email configurations work in conjunction with your choices and settings in the Email Settings and Invoice and Other Office Settings menus.
Email from address
The From email address is always [email protected] and you can’t change this. This is to ensure your mail isn’t incorrectly bounced or blocked.
Customising your email display name (‘From’ name)
Although the From email address used for sending cannot be changed, you can edit the display name. Choose from:
- Logged in users name
- Logged in users email
- System display name
- Invoice Office Settings name
- Abtraconline default name
Display Name: Logged in users name
displays the logged in users name plus the subscription name
e.g From: Amy Employee from Demo Company <[email protected]>
Display Name: Logged in users email
displays the logged in users email address
e.g From: [email protected] <[email protected]>
Display Name: System Display Name
displays the name entered in the text box available below.
System Display Name for invoice emails sent:
an editable text box to specify a unique display name for all invoices sent from Abtrac. When using a system settings display name we recommend you use a generic name – usually your company name is best here
Reply to address for emails sent
You can edit the reply address for emails sent. Choose from:
- Logged in users email
- System reply email
- Office Settings email
- Abtraconline default name (No reply)
Reply to: System reply email
displays the name entered in the text box available below.
Email to use as reply
an editable text box to specify a unique reply address for all emails sent from Abtrac. This is used in combination with the System reply email choice above.
Reply to: Office Settings email
This is the job office email address, for the job or invoice office (from Administration > Settings > Office Details).
BCC email options
You can receive a copy of all emails sent from Abtrac. In Abtrac you can set an office wide BCC address from System Settings > Invoices.
Enter an email addresses in the text box, and ensure you also put a check in the “Include System BCC Email address” box. Only one BCC email will be sent.
You can also set a user specific BCC email address via My settings, this will take precedence over any selection in System settings > Invoices.
CC email options
Job Managers can also receive a copy of all emails and invoices sent by ticking this option.
Combining invoices into one email for a single recipient
Choose this option when you have multiple jobs, or multiple invoices for a single recipient. This feature works on the invoice recipient email address and will send one email with multiple pdf invoices attached.
When choosing this option you’ll need to use a generic template email message, rather than one that references specific jobs and invoices.
Don’t email zero value invoices
Ticking this prevents write off invoices , or other zero value invoices being accidentally emailed to clients. When this is not ticked, you receive a pop up box warning that these invoices should not be sent.
A word on email deliverability
Like many application providers we work with a third party to provide you the best in email deliverability. Abtrac emails are back by the experience of the team at Twillo SEND GRID, you can learn more about SendGrid here.
As the global email environment changes we’ll continue to update Abtrac email settings to ensure best practice.
Why does it send with a [email protected] “From” address?
Emails sent from the Abtrac within the @abtraconline.com domain are digitally signed using a Domain Keys Identified Mail (DKIM) signature and the domain is protected by the Sender Policy Framework (SPF).
This authentication reduces the risk of phishing, and emails sent from Abtrac with the SendGrid email service are less likely to be considered spam by your recipient’s email service.
Abtrac KB 1016