Troubleshooting invoices and emails
Find the next step when a workflow does not finish as expected.
An expected invoice email did not arrive
Check that the recurring schedule is active, the next billing date is due, and Email the client is selected. Check the recipient address and spam folder. The daily creation check runs at 08:00 Manila; reminders run separately at 09:30 Manila.
Check whether an invoice was created before pressing a manual create action. A draft may exist even if emailing failed. Reuse that invoice rather than creating a duplicate bill.
A payment proof is still pending
The business needs to verify the transfer in its bank or e-wallet account. Contact the business shown on the invoice. Uploading proof does not automatically confirm receipt.
A client cannot open a link
Check the complete link, the invoice’s availability and whether a document link expired or was revoked. Do not send screenshots containing private tokens to public forums.
Ask for help
Open Help and support in your workspace or email [email protected]. Include what you tried, the time and timezone, and the message you saw. Do not include passwords, private payment files or full access links.