Troubleshooting Sending Invoice Error

If you are experiencing errors when sending an invoice, please follow the troubleshooting steps below.

Step 1: Confirm Project's Billing Customer email is entered correctly

1. Make sure the project Billing Customer Email is populated

2. Navigate to Project Action Menu > Edit Project

3. Confirm the Billing Information includes a valid email address

4. Resend the invoice

Step 2: Confirm Email Template is pulling in Billing Contact Email

1. Confirm the Email Templates have the {BILL_TO_CLIENT_CONTACT_EMAIL} variable in the Recipient Field

2. When sending the invoice under invoice settings, confirm the correct Email Template is selected

3. Resend the invoice

Note: If the issue still persists after these troubleshooting steps, please contact Support ([e-mail])