By default, invoices sent from Productive appear to come from noreply@outbox.productive.io, even though the person who clicked "Send Invoice" is displayed as the sender.
However, you can set up custom sender email addresses to add a personal touch and ensure your clients don't overlook your invoices as spam.
Setting up a custom sender email address is available on the Premium, Enterprise, and Ultimate plans.
Step One: Locating the Settings
To customize the email sender address for invoices and emails triggered by your Automation rules:
1) Go to Settings and navigate to General.
2) Scroll down to the Custom Sender Email Address section.
3) Click + Add domain.
Step Two: Adjusting the Domain Details
1) Add your domain name: If your email is invoices@acme.com, you'll enter acme.com.
2) Add the sender name: This is the name displayed in the recipient’s inbox. You can change this later if needed.
3) Add the sender address: This is the first part of your email address (e.g., the "invoices" in invoices@acme.com).
4) Select the subsidiary you want to set the custom domain for.
5) Optionally, allow users to send emails using their email addresses. This can be selected from a dropdown menu when sending emails.
Step Three: Verification
1) Copy the Generated SPF and DKIM Values
These are your DNS records. Copy them from Productive and paste them into your domain registrar settings.
Copying the MX value is optional.
2) Wait for Propagation
Allow 24-48 hours for the records to propagate and be verified by the email provider.
Recommendation: Set up the SPF and DKIM records, then check back the next day to confirm verification.
3) Send for Verification in Productive
Once your email provider confirms that the domains are verified, return to Productive and click Send for verification.
This step ensures that the domains are correctly configured both in your provider and in Productive.
Note: If the verification fails, double-check your DNS settings and try the process again.
4) Confirmation
When everything is correctly set up, you'll see a Verified badge next to your custom domain, and you're all set!
Sending Emails and Invoices
Once configured, you’ll be able to send invoices and emails from your custom address.
Editing the Sender's Email Address
After verification, you can further customize the sender details:
Go to Settings > General > Custom sender email address.
Select the domain you want to edit and open the Settings dropdown.
Adjust the Sender Name (the name displayed in the recipient’s inbox).
Adjust the Sender Address (the first part of your email address).
Adjust the Subsidiary associated with the sender address.
Optionally, enable users to select their email addresses from a dropdown menu when sending emails.
After making your changes, click Update to save the settings.
Adding Another Email Domain
You can add multiple custom sender domains if needed:
Go to Settings > General > Custom sender email address.
Click + Add domain and follow the steps outlined above for each new domain.
