Troubleshooting
The client did not get my email
Checking whether it went, and sending it another way.
Every email is listed under the Email to the client form, with where it went and whether it was sent.
- If it says Not sent, the reason is shown beside it. Check the address and send it again.
- If it says Sent but the client cannot find it, ask them to look in their junk folder.
- Some company mail servers turn messages away. Add a Home email to the contact, and send it there.
- Or click More, then Copy client link, and send the link in your own email or a message.
The panel also shows whether the client has opened the estimate or invoice, and when.