Use the document’s recorded attempt and recipient to investigate a missing email.

1. Open the document

Find the invoice, estimate, or proposal. Check the saved customer and the email recipient used for the relevant attempt.

2. Review History

Open History and look for queued, accepted, blocked, Not Delivered, or Needs Review information. Mark as Sent records issuance without sending email.

The History panel records sends, opens, payments, and status changes for the document.
The History panel records sends, opens, payments, and status changes for the document.

3. Check your sender

If the screen identifies a sending-server problem, review Business Profiles → Edit → Sending Server for the correct business. Do not switch senders before checking the failed attempt.

4. Follow up appropriately

Ask the recipient to check their spam folder when the service accepted the message. For an unknown attempt, retain its reference and ask Human Support before repeating the send.