Overview
Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.
Cannot log in
Check credentials, verification, reset options, and browser state.
Email not sending
Review recipient details and email configuration.
Reminder not received
Confirm invoice state, recipient, schedule, and delivery.
Payment issues
Check provider configuration, environment, and invoice balance.
Browser compatibility
Use a current browser and rule out cached or extension-related issues.
Common setup problems
Correct missing profile, branding, numbering, or currency details.
Step-by-step
- 1
Identify the affected action
Record the page, button, document, and expected result.
- 2
Check required information
Confirm the account, recipient, client, currency, provider, and document details are complete.
- 3
Retry in a current browser
Refresh the page and test in an updated Chrome, Edge, Firefox, or Safari window.
- 4
Capture useful evidence
Note the exact message, time, browser, and steps that reproduce the problem.
- 5
Contact support
Send the evidence without including passwords, secret keys, or full payment credentials.
Helpful tips
- Copy the exact error message before refreshing.
- Check spam folders when testing email delivery.
- Never send passwords or private API secrets to support.
Common mistakes
- • Reporting only that something does not work.
- • Testing with an incomplete client email.
- • Sharing sensitive credentials in screenshots or messages.
Frequently asked questions
Which browsers are supported?
Use a current version of Chrome, Edge, Firefox, or Safari with JavaScript and cookies enabled.
What should I include in a bug report?
Include the page, steps, expected result, actual result, exact message, time, and browser version.
What if a reminder was not received?
Confirm the recipient email, invoice state, reminder settings, schedule, and spam folder before contacting support.
Related guides
Contact Support
Contact email support, request Professional Setup or training, report bugs, and suggest features.
Documents
Work with invoices, quotations, proposals, payments, PDFs, reminders, and recurring invoices.
Getting Started
Set up your account, business profile, branding, first client, and first project.