Custom Domains for Magic Links

custom domains allow you to use a branded subdomain for magic links instead of the default nue domain when configured, all invoice, quote, order, credit memo, and payment links will use your custom subdomain (e g , https //docs yourcompany com/view invoice/abc123 ) instead of https //app nue io , maintaining brand consistency and trust with your customers note custom domains require a subdomain (e g , docs yourcompany com , billing yourcompany com ) root/apex domains (e g , yourcompany com ) are not supported because they cannot use cname records required for dns configuration permissions required the following functional permissions are required to configure custom domains settings > roles > system settings > manage domain settings overview enterprise customers often require branded document access urls to maintain brand consistency across customer facing communications custom domains enable you to maintain brand consistency all magic links use your company's domain build customer trust customers see familiar, professional urls in communications meet compliance requirements some organizations cannot use third party domains in customer communications present a seamless experience remove nue branding from customer touchpoints when a custom domain is configured, nue automatically validates your domain ownership via dns records provisions ssl certificates for secure https access routes all new magic links through your branded domain falls back to the default nue domain if your custom domain becomes unavailable supported document types invoice quote order credit memo payment link configure a custom subdomain step 1 navigate to domain settings login to https //app nue io navigate to settings search for "domain settings" or find it under the system settings section click on domain settings note the domain settings tile is only visible to users with the manage domain settings permission enabled step 2 enter your subdomain in the domain setup page, enter your desired subdomain example docs yourcompany com or billing yourcompany com you must use a subdomain, not a root domain (e g , use docs company com , not company com ) click save the domain will be created with status pending setup note you cannot use a subdomain that is already configured by another nue tenant if you receive a "this domain is already in use" error, try a different subdomain step 3 configure dns records after saving your domain, nue displays the records you need to add to your domain provider for ownership verification to configure dns copy the record details displayed in nue log in to your dns provider (e g , godaddy, cloudflare, aws route 53) navigate to dns management for your domain add the txt and cname record with the exact name and value provided save your dns changes note dns changes typically take 5 30 minutes to propagate, but can take up to 48 hours in some cases step 4 validate your domain once your dns records are configured return to settings → domain settings in nue click validate nue checks your dns configuration and verifies the txt record the domain status will transition through the following states status color description pending setup yellow domain added, awaiting dns configuration validating yellow nue is verifying your dns records provisioning yellow ssl certificate is being provisioned via cloudflare active green domain is fully configured and in use failed red validation or provisioning failed (see troubleshooting) once validated, nue automatically provisions an ssl certificate for your domain through cloudflare this process typically takes 5 15 minutes success when your domain shows active status with a valid ssl certificate, all new magic links will automatically use your custom domain domain status dashboard after your domain is configured, the domain settings page displays field description custom domain your configured domain (e g , docs yourcompany com ) domain status current validation status (active, pending setup, validating, provisioning, failed) ssl certificate status ssl provisioning status (valid, provisioning, failed) certificate expiry expiration date of the ssl certificate how magic links work once your custom domain is active transparent to users sales reps don't need to know if a custom domain is configured; link generation is automatic automatic routing all new magic links for invoices, quotes, orders, credit memos, and payment links use your custom domain backward compatible existing magic links created before custom domain configuration continue to work correctly remove a custom domain to remove your custom domain and revert to using the default nue domain navigate to settings → domain settings click delete confirm the removal in the dialog warning removing your custom domain will revert all new magic links to use app nue io require you to complete dns verification again if you want to set up a new domain existing magic links that used your custom domain may no longer work troubleshooting issue solution domain shows "failed" status verify your records are correctly configured at your dns provider ensure the record name (e g cf custom hostname yourdomain com ) and values match exactly what nue displays "this domain is already in use" error the domain is configured by another nue tenant use a different subdomain or contact support if you believe this is an error dns changes not detected dns propagation can take up to 48 hours use a tool like https //dnschecker org to verify your txt record exists, then retry validation ssl certificate not provisioning wait 15 30 minutes for cloudflare to complete provisioning if the issue persists, try deleting and re adding the domain magic links still showing app nue io ensure your domain status is active only new links use the custom domain; existing links are not retroactively updated ssl certificate shows issues contact mailto\ support\@nue io if the issue persists beyond 30 minutes domain validation failed checklist if domain validation fails, verify the following the txt record name is exactly cf custom hostname \[your subdomain] the txt record value contains the exact validation token (no extra spaces or characters) dns changes have propagated (use https //dnschecker org to verify) your dns provider hasn't added extra characters or modified the record contact your dns provider if you need assistance adding records how it works when a custom domain is configured domain registration you register your subdomain with nue ownership verification nue verifies you own the domain via txt record validation ssl provisioning cloudflare automatically provisions ssl certificates for your domain magic link generation all new magic links use your custom domain instead of app nue io health monitoring nue continuously monitors domain and ssl health automatic fallback if your custom domain becomes unavailable, magic links automatically fall back to app nue io related topics https //docs nue io/generate order forms quote pdf generate and share quote document links https //docs nue io/generate invoice pdf configure invoice generation and sharing https //docs nue io/buy now from quote enable self service checkout from quotes https //docs nue io/api docs/api keys configure api authentication