My customer didn't get their invoice

Utopia emails invoices from your business with a link to view and pay. If a customer says they never got one, check these things, then send it again.

Steps

1. Go to Invoices and open the invoice.
2. Look at the History on the invoice. A line that says "Emailed to" shows the address it went to. Check that address for typos.
3. Ask the customer to look in their spam or junk folder, and to search their email for your business name.
4. Send it again. Tap Re-send, or Remind if the invoice is overdue.
5. In the box, check the email under To. Fix it if it's wrong. You can add a short Message too.
6. Tap Re-send (or Send a reminder) to send it.

Fix the email on file

If the customer's email is wrong, fix it on the customer too, so the next invoice goes to the right place. Go to Customers, open the customer, and tap Edit. See Add a customer.

Didn't work?

I never actually sent it

If you tapped Mark as sent, Utopia didn't email anything. That button is for invoices you sent yourself by text, email or in person. Open the invoice and tap Re-send to email it.

The customer can't open the pay link

The link opens your customer portal. To see the invoice there, they sign in with the email you have on file for them. If you sent the invoice to a different address, they still need to sign in with the one on file. Fix the customer's email if it's out of date.

Utopia won't let me send it

Only owners, admins and managers can email invoices. Ask one of them to send it, or to check your role in Roles and permissions.

The customer has no email

Utopia sends invoices by email. Add an email to the customer, or type one in the To box when you send.