Client Did Not Receive Invoice Email
Steps to take when an invoice email does not arrive in your client's inbox.
Check the email address
Open the invoice and confirm the "Send to" email address is correct. Even a single typo will cause delivery failure. If incorrect, update the customer email in CRM and resend the invoice.
Ask the client to check spam
Invoice emails occasionally land in spam or promotions folders, especially if the client has never received email from your domain before. Ask them to search for "MoniePilot" or your business name in their spam folder.
Resending the invoice
Open the invoice, click the options menu, and select "Resend." A new email is dispatched to the same address. You can also download the PDF and send it manually through your own email if needed.
Share a direct link
From the invoice detail page, copy the shareable link and send it to your client directly. They can view and acknowledge the invoice in their browser without needing the email.
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