A customer didn't get my email
Invoices, estimates or proformas that don't reach the customer.
- Ask the customer to check their spam or junk folder.
- Open the customer's Contacts tab and check the email address for typos.
- Make sure the contact is set to receive that kind of email: invoices, estimates and so on each have their own tick box on the contact.
- Send it again from the document with Send to email.
You can always share the document another way: every invoice, estimate and proforma has a link to its page in the customer portal, and a PDF you can download and attach yourself.
Didn't find what you were looking for?
Email us or call us and we'll answer as soon as we can. Mention your workspace name so we can help faster.