Invoice Issues
Invoice Not Sending
Problem: Invoice email not sending Solutions:- Check client email address is correct
- Verify email notifications enabled
- Check spam/junk folder
- Ensure invoice isn’t already sent
- Try resending invoice
- Contact support
Payment Link Not Working
Problem: Stripe payment link not appearing Solutions:- Ensure Stripe is connected
- Check Stripe account status
- Verify payment links enabled
- Test connection
- Contact support if persists
Invoice Totals Incorrect
Problem: Calculations seem wrong Solutions:- Check VAT settings (inclusive vs exclusive)
- Verify line item amounts
- Check discount application
- Review CIS calculations (if applicable)
- Recalculate totals
Client Issues
Client Not Appearing
Problem: Can’t find client in dropdown Solutions:- Check client is active (not archived)
- Verify spelling in search
- Check filters applied
- Ensure client saved properly
- Refresh page
CSV Import Failing
Problem: Client import not working Solutions:- Check CSV format (UTF-8 encoding)
- Verify required fields present
- Check for duplicate emails
- Review error messages
- Fix issues and re-import
Payment Issues
Payment Not Updating Status
Problem: Invoice still shows unpaid after payment Solutions:- Check Stripe webhook setup
- Verify payment in Stripe dashboard
- Manually mark as paid
- Check payment link used
- Contact support
Stripe Connection Issues
Problem: Can’t connect Stripe Solutions:- Verify Stripe account active
- Check API credentials
- Test connection
- Review Stripe dashboard
- Try reconnecting
Settings Issues
Changes Not Saving
Problem: Settings not updating Solutions:- Refresh page
- Check internet connection
- Try logging out and back in
- Clear browser cache
- Contact support
Defaults Not Applying
Problem: Invoice defaults not working Solutions:- Verify defaults saved
- Check invoice creation form
- Ensure defaults enabled
- Review settings
- Test with new invoice
Getting Help
Contact Support
- Email support
- In-app support form
- Discord community
- Help center articles
Provide Information
- Describe issue clearly
- Include screenshots
- Mention steps to reproduce
- Note browser/device
- Share error messages