Troubleshooting: Email Delivery (Invoices, Status, Proofs)

Troubleshooting: Email Delivery (Invoices, Status, Proofs)

Summary: Resolve missing emails, duplicate invoice attachments, and template issues.

Quick answer

Use the consolidated email configurator; avoid attaching the invoice model in auto‑email templates (to prevent duplicates); verify default recipients on diligence templates.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open the consolidated email configuration and verify the **Email Option** exists for your workflow (status, invoice, proof, etc.).
    media/troubleshooting-email-delivery-01.png

    [Insert screenshot for Step 1]

  2. On invoice emails, ensure the **invoice model** is not added as an attachment in the auto‑email template (WinServe already generates it).
    media/troubleshooting-email-delivery-02.png

    [Insert screenshot for Step 2]

  3. On Diligence templates, confirm default recipients (customer/contact/order list) and test with the **Verify** button when available.
    media/troubleshooting-email-delivery-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Emails send successfully; duplicates are eliminated; recipients receive the correct documents/links.

Troubleshooting

If emails still fail, check the email log table and server credentials; ensure that disabled templates aren’t selected.

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