{"id":1325,"date":"2025-07-10T14:35:14","date_gmt":"2025-07-10T14:35:14","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&#038;p=1325"},"modified":"2025-07-10T14:35:15","modified_gmt":"2025-07-10T14:35:15","password":"","slug":"troubleshooting-invoice-issues","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=troubleshooting-invoice-issues","title":{"rendered":"Troubleshooting Invoice Issues"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\"><strong>Invoice Not Generating<\/strong><\/h3>\n\n\n\n<p><strong>Check These Items<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Job status is &#8220;Completed&#8221;<\/li><li>Customer has billing address<\/li><li>Price book assigned to job<\/li><li>Time cards submitted<\/li><li>Parts consumption recorded<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Incorrect Pricing<\/strong><\/h3>\n\n\n\n<p><strong>Common Causes<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Wrong price book selected<\/li><li>Outdated price book<\/li><li>Missing price entries<\/li><li>Tax configuration error<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Email Not Sending<\/strong><\/h3>\n\n\n\n<p><strong>Troubleshooting Steps<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Verify email address<\/li><li>Check email configuration<\/li><li>Review spam settings<\/li><li>Test with different recipient<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Next Steps<\/strong><\/h2>\n\n\n\n<p>With automated invoicing configured:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>Monitor Generation<\/strong> &#8211; Ensure invoices create properly<\/li><li><strong>Review Quality<\/strong> &#8211; Check accuracy regularly<\/li><li><strong>Track Payments<\/strong> &#8211; Follow up as needed<\/li><li><strong>Analyze Data<\/strong> &#8211; Use reports for insights<\/li><li><strong>Optimize Process<\/strong> &#8211; Continuously improve<\/li><\/ol>\n\n\n\n<p>Automated invoice management eliminates manual billing work while ensuring every billable item is captured, properly priced, and promptly sent to customers for faster payment collection.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Invoice Not Generating Check These Items: Job status is &#8220;Completed&#8221; Customer has billing address Price book assigned to job Time cards submitted Parts consumption recorded Incorrect Pricing Common Causes: Wrong price book selected Outdated price book Missing price entries Tax configuration error Email Not Sending Troubleshooting Steps: Verify email address Check email configuration Review spam&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[15],"doc_tag":[],"class_list":["post-1325","docs","type-docs","status-publish","hentry","doc_category-billing"],"year_month":"2026-05","word_count":110,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Billing","term_url":"https:\/\/document.fieldax.com\/?doc_category=billing"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1325","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1325"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1325\/revisions"}],"predecessor-version":[{"id":1326,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1325\/revisions\/1326"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1325"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1325"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1325"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}