Help with Receipts and payment status
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 receipts and payment status setup
These are checks drawn from this feature's own instructions.
- Payment success should be based on verified processor state.
- Receipts should thank the client without requesting a tip unless the provider uses tipping.
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 Receipts and payment status as the topic.
Please do not include passwords, security codes, payment card details, client health records, or any other sensitive information.