Scheduled Invoice Not Showing Project Line Items to Client

Stephanie Jones's Avatar

Stephanie Jones

08 May, 2013 12:01 AM

I have a regularly scheduled invoice set up for one of my clients. This week my client forwarded me the pdf of the invoice and it showed no line items, only a total (even though line items are selected to be included on the scheduled invoice). When I went into my account and viewed the invoice it was complete with line items. How do we fix this so my client can see the line items? She can't process my invoice without them. Thanks.

  1. Support Staff 1 Posted by Seth B on 08 May, 2013 11:08 AM

    Seth B's Avatar

    Hey Stephanie,

    It looks like the items are included there now - so I'm guessing this might be an issue with the scheduled invoice / auto send feature.

    I'll look into if this is a bug and what we can do - but for the meantime the items are indeed there, so if you re-send she should be fine I think.

  2. 2 Posted by Stephanie Jones on 08 May, 2013 01:58 PM

    Stephanie Jones's Avatar

    Thanks, I pulled the pdf yesterday and resent it manually for her. Thanks for looking into the issue.

    Stephanie Jones
    Finch Creative
    757.802.6974 | [email blocked] |
    Please Note My Hours:

  3. Seth B closed this discussion on 08 May, 2013 03:24 PM.

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