Verify Invoice Setup
Check Stripe Connection
- Open Settings → Integrations
- Verify Stripe is connected
- Ensure verification is complete
Check Client Email
- Open CRM
- Select the client
- Verify email address is correct
Common Issues
Invoice Created But Not Sent
Symptoms:- Invoice shows in billing tab
- Client didn’t receive email
-
Check client’s spam folder
- Ask client to check spam/junk
- Add sender to contacts
-
Verify email address
- Check for typos
- Confirm email is active
-
Resend the invoice
- Open invoice details
- Copy payment link
- Send manually if needed
Stripe Not Verified
Symptoms:- Can’t create invoices
- Stripe shows pending
- Open Stripe dashboard
- Complete verification requirements
- Submit required documents
- Wait for approval
Invoice Stuck as Draft
Symptoms:- Invoice created but not finalized
- Status shows “draft”
- Open invoice details
- Review invoice information
- Click to send/finalize
- Confirm sending
Manual Invoice Delivery
If automatic delivery fails:Copy Payment Link
- Open CRM → Billing tab
- Find the invoice
- Click copy link icon
- Send link to client manually
Download PDF
- Open invoice details
- Click download
- Email PDF to client
- Include payment link
Email Delivery Issues
Check Email Settings
If using white label:- Verify email subdomain configured
- Check DNS records for email
- Ensure SPF/DKIM records added
Common Email Problems
| Issue | Solution |
|---|---|
| Spam filtering | Ask client to whitelist |
| Invalid email | Update client email |
| Bounced email | Verify email exists |
| Delayed delivery | Wait and check again |
Stripe Dashboard
Check invoice status in Stripe:- Log into Stripe dashboard
- Go to Invoices
- Find the invoice
- Check delivery status
Prevention Tips
- Verify client emails when adding
- Test with your own email first
- Keep Stripe verification current
- Monitor invoice delivery status
Contact Support
If issues persist:- Note the invoice number
- Include client email (redacted)
- Describe the issue
- Contact support