MadelynC
Moderator

Manage customers and income

There could be several reasons why the customized link isn't appearing in the invoice email, @PPC_office. Let's discuss these reasons and ensure it'll included when the transaction is sent to your customers.


In most cases, browser-related issues, used devices, and email settings are the common causes why emails have missing information.

 

To troubleshoot this, test sending the invoice to yourself or a colleague to see if the link appears when viewed from a different email account or device.

 

Furthermore, ask your customer to verify their email configuration. Some email providers may not support active links.


If they support active links or their email setup was configured correctly, you can let them do some steps to rectify the issue.


First, let them access the email on a private or incognito window for testing. See the following shortcut keys below for quick navigation:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P


If it works from there, advise your customers to clear their main browser's cache. They can also utilize other supported browsers as an alternative.


I'm adding these resources to ensure that your sales transactions are connected from start to finish and can be matched with your bank statement:

 


The Community page is always available. If you need help with your sales entries, feel free to leave a comment. We're here to assist you, @PPC_office.