Troubleshooting Common Invoice & Payment Issues

Overview
Quick fixes for the most frequent invoice-and-payment issues.

• Issue: “Invoice number already exists”
  Solution: Change prefix or reset numbering under Settings > Prefix Settings.

• Issue: Calculated total is wrong
  Solution: Check item quantities, unit prices, discount type (flat vs. %), and tax rules.

• Issue: Client can’t view PDF
  Solution: Confirm client portal permissions under Roles & Permissions.

• Issue: Recurring invoice stopped
  Solution: Verify Total Count isn’t reached, and cron jobs are active.

• Issue: Payments not syncing
  Solution: Re-enter gateway credentials and test webhooks.

Tips

• Always test invoice creation end-to-end in a sandbox account before billing real clients.

• Keep your finance settings (tax, currency, prefixes) consistent to avoid calculation errors.

Troubleshooting / FAQs

• Q: Discounts aren’t applying.

  • A: Ensure Calculate Tax is set to your preferred order (Before vs. After Discount).

• Q: Tax rate missing in dropdown.

  • A: Add new tax under Settings > Tax Settings and refresh the invoice form.