Help with Estimates, invoices & approvals
This page focuses on the guide you were reading. Work through the relevant checks below, then send us a question if the issue is still unresolved.
Missing access may be expected. Check its rollout status before treating the absence of a control as a technical fault.
Start with your estimates, invoices & approvals setup
These are checks drawn from this feature's own instructions.
- Create an estimate with services, totals, and clear terms.
- Send a branded review link so the client can see and approve or decline.
- After approval, convert the estimate to an invoice when appropriate.
- Send a payment link connected to the business's payment provider.
- Reconcile payment status, then deliver a friendly provider-branded receipt.
- Approval links and authorization boundaries
Common problems in Payments & billing
Choose the problem closest to what you are seeing. Each one includes practical checks and a safe next step.
A payment, invoice, or estimate will not advance
- Check the connected processor's account and its test/live environment.
- Verify the approval, payment link, invoice total, and current document status.
- Compare the processor's actual transaction with the RoveLogics record.
The client did not receive the document
- Confirm the intended recipient address and document status.
- Check whether a send action completed and whether the link is still valid.
- For pilot workflows, verify email delivery testing is enabled for the environment.
Still not resolved?
When you contact support, tell us what you expected, what happened instead, the non-sensitive error text (if any), and roughly when it occurred. The form will automatically include Estimates, invoices & approvals as the topic.
Please do not include passwords, security codes, payment card details, client health records, or any other sensitive information.