Skip to main content

​
Common Issues by Category

Organization & Setup

Logo, branding, and configuration issues

Clients

Client management and enrichment problems

Invoices

Creating, sending, and editing invoices

Payments

Online payments and Stripe integration

Automations

Recurring invoice automation issues

Integrations

Stripe, Google, and HubSpot connections

Time & Expenses

Tracking time and managing expenses

Every Agent

AI assistant troubleshooting

​
Organization & Setup

Problem: Invoices missing information or look unprofessionalCheck these settings:
  • Business name and address
  • Logo uploaded
  • Default currency selected
  • Tax rate configured
Solution:
  1. Go to Settings → Organization
  2. Complete all required fields
  3. Upload your logo
  4. Set financial defaults
  5. Save changes
Complete organization setup ensures all invoices look professional and include necessary business information.
Possible Causes:
  • File size too large (>5MB)
  • Unsupported format
  • Upload failed
  • Browser cache issue
Solutions:
  1. Compress logo image to under 5MB
  2. Use PNG, JPG, or SVG format
  3. Re-upload logo in Settings → Organization
  4. Clear browser cache (Ctrl+Shift+R / Cmd+Shift+R)
  5. View invoice in incognito mode to test
If logo still doesn’t appear after trying these steps, contact support with your logo file.

​
Clients

Why It Happens:
  • Company too small or newly established
  • Limited web presence
  • Name misspelled or incorrect
  • Not in public databases
Solutions:
  1. Try different name variations
  2. Add company website first to help search
  3. Manually enter information
  4. Skip enrichment for individual clients
AI enrichment works best for established companies with public information. For individuals or small businesses, manual entry is often faster.
Reason: Client has issued invoices and must be preserved for financial recordsSolutions:
  • Archive client instead (preserves all data)
  • Void all client invoices first, then delete
  • Keep client for historical records (recommended)
Deleting clients with invoices can break financial reporting. Use archive instead.
Check:
  • Google Workspace connected with Contacts + Gmail/Calendar scopes
  • Home → Import Data → Scan Contacts button appears
  • Contact exists in Google with an email address
Solutions:
  1. Reconnect Google integration in Settings → Integrations
  2. Re-run Scan Contacts from Home dashboard
  3. Ask Every Agent: “scan my Google contacts”
  4. Use inline email field suggestions for single contacts
  5. Confirm contact exists in Google Contacts with correct email
Ask Every Agent: “Scan my Google contacts and add any that look like clients”

​
Invoices

Check:
  • Client has valid email address
  • Invoice is not in draft status
  • Internet connection active
  • Email address has no typos
Solutions:
  1. Verify client email in client profile
  2. Check invoice status (must click “Send”)
  3. Try resending invoice
  4. Check email delivery status
  5. Send public invoice link directly to client
Use the public invoice link as a backup delivery method if email fails.
Investigation Steps:
  1. Check email delivery status in invoice
  2. Verify correct email address
  3. Ask client to check spam folder
  4. Check CC emails (maybe went to wrong person)
Solutions:
  • Resend invoice
  • Send public invoice link via text/Slack
  • Try CC email addresses
  • Verify email not blocked by client’s IT
Always check the email delivery status before resending to avoid duplicate emails.
Reason: Protecting invoice integrity after sendingSolutions:
  • Void invoice and create new one with changes
  • If minor change, add note to invoice
  • Contact client to explain correction
  • For major changes, issue credit note (future feature)
This protection ensures financial records remain accurate and auditable.
Check:
  • Tax applied correctly per line item
  • Discount applied correctly
  • All line items included
  • No duplicate line items
  • Currency correct
Debugging:
  1. Review each line item individually
  2. Manually calculate expected total
  3. Check tax settings
  4. Verify discount percentage vs fixed amount
  5. Contact support if calculation still appears wrong
Check:
  • File size under 5MB
  • Supported format (PDF, JPG, PNG, DOC, XLS)
  • Internet connection stable
  • Storage quota not exceeded
Solutions:
  • Compress large files
  • Split large PDFs
  • Try different file format
  • Use Google Drive link instead

​
Payments

Check:
  • Stripe connected and active
  • Online payments enabled on invoice
  • Invoice is issued (not draft)
  • Client using valid payment method
Solutions:
  1. Verify Stripe connection (Settings → Payments)
  2. Check invoice has “Enable Online Payments” toggled on
  3. Ensure invoice status is “Issued”
  4. Ask client to try different card
  5. Check Stripe Dashboard for declined payment details
  6. Offer alternative payment method
Check the Stripe Dashboard for detailed error messages about declined payments.
For Stripe Payments:
  • Standard processing: 2-7 business days
  • Check payout schedule in Stripe Dashboard
  • Verify bank account connected correctly
  • Check for Stripe holds or reviews
  • Contact Stripe support if significantly delayed
For Manual Payments:
  • Verify payment actually received in bank
  • Record payment in Every manually
  • Invoice will update to “Paid”
Stripe payouts follow their standard schedule. Check your Stripe Dashboard for exact timing.
Reason: Payment cannot be deleted to maintain financial integritySolutions:
  • Only delete payments recorded in error
  • For refunds, process through Stripe Dashboard
  • For adjustments, create new payment with negative amount
  • Contact support for complex scenarios

​
Automations

Check:
  • Automation status is Active (not Inactive)
  • Next run date in future, not past
  • Start date is in the past
  • End date hasn’t passed (if set)
  • Client still exists and is active
Solutions:
  1. Verify automation is Active
  2. Check next run date
  3. Manually trigger test run
  4. Review execution history for errors
  5. Verify client hasn’t been archived/deleted
Use test mode to verify automation works before activating for real.
Check:
  • Test mode enabled
  • Automation saved after enabling test mode
  • Organization email configured
  • Test invoice button clicked
Solutions:
  1. Re-enable test mode
  2. Save automation
  3. Wait a moment for processing
  4. Check draft invoices
  5. Check spam folder for test email
Check:
  • Line item amounts in automation
  • Tax settings correct
  • Discount not accidentally applied
  • Offerings referenced have correct rates
Solutions:
  1. Edit automation
  2. Review and update line item amounts
  3. Verify offering rates
  4. Test again before activating
  5. If already sent wrong invoice, void and resend correct one

​
Integrations

Symptoms:
  • “Needs Reconnection” message
  • Online payments not working
  • Connection status shows error
Solutions:
  1. Go to Settings → Payments
  2. Click “Reconnect Stripe”
  3. Log in to Stripe
  4. Reauthorize Every
  5. Connection restored
Reconnect Stripe immediately to avoid payment processing interruptions.
Check:
  • Connection status (Settings → Integrations)
  • Required scopes granted
  • Token not expired
  • Feature requires specific scope
Solutions:
  1. Go to Settings → Integrations
  2. Click “Reconnect Google”
  3. Grant all requested permissions
  4. Verify scope matches feature needs
  5. Refresh page after reconnecting
Check:
  • Connection status healthy
  • Last sync time (should be recent)
  • Internet connection
  • HubSpot service status
Solutions:
  1. Check connection in Settings → Integrations
  2. Manually trigger sync
  3. Wait for automatic sync cycle
  4. Reconnect if status shows error
  5. Check HubSpot for data integrity
Verify:
  • Contacts exist in HubSpot
  • Sync completed successfully
  • Not filtered out as inactive
  • Duplicates not skipped
Solutions:
  1. Check HubSpot for contact
  2. Review sync log for errors
  3. Re-run manual sync
  4. Check duplicate resolution choices
  5. Verify filters in Every

​
Time & Expenses

Check:
  • Client selected in timer widget
  • No other timer already running
  • Browser permissions (if needed)
  • Internet connection stable
Solutions:
  1. Select client from dropdown
  2. Stop any other active timers
  3. Refresh page
  4. Try in different browser
  5. Check browser console for errors
Check:
  • Date filter on time list
  • Client filter applied
  • Billable/non-billable filter
  • Search function
Solutions:
  1. Clear all filters
  2. Search by client name or description
  3. Check if accidentally deleted
  4. Verify date range includes entry date
Reason: Time linked to invoice, editing would create invoice mismatchSolutions:
  • If invoice is draft: Remove time from invoice, edit, re-add
  • If invoice is issued: Leave as-is for integrity
  • Future time uses correct rate
  • Contact support for complex corrections
Check:
  • File size under 5MB
  • Supported format (JPG, PNG, PDF)
  • Internet connection stable
  • Storage not full
Solutions:
  1. Compress image if large
  2. Convert to JPEG or PDF
  3. Check internet connection
  4. Try uploading from different device
  5. Contact support if persists
Common: AI reads subtotal instead of total, or gets date wrongSolution:
  • Always review AI-extracted data
  • Correct before saving
  • Look for “Total” or “Amount Due” on receipt
  • Report grossly incorrect extractions to improve AI
AI extraction is a starting point - always verify the amounts before saving.

​
Every Agent

Make More Specific:
  • Include client name
  • Specify amounts and dates
  • Mention invoice/client numbers
  • Add relevant context
Example:
  • ❌ Vague: “Make an invoice”
  • ✅ Better: “Create invoice for ACME Corp for consulting services, $5,000, due in 30 days”
Ask Every Agent: “Create an invoice for [Client Name] for [Service], $[Amount], due in [Days] days”
Immediate Action:
"Undo that"
[Wait for undo confirmation]
"Create invoice for ACME Corp (not XYZ), $5,000"
Prevention:
  • Review agent proposals before approving
  • Be specific in requests
  • Correct immediately if wrong
Always review what the agent proposes before confirming actions.
Agent Will Report:
  • Integration not connected
  • Permission required
  • Missing prerequisite
Solution:
  • Follow agent’s guidance to connect integration
  • Grant required permission
  • Create missing prerequisites (client, offering, etc.)

​
Performance Issues

Check:
  • Internet connection speed
  • Browser extensions interfering
  • Too many open tabs
  • Outdated browser
Solutions:
  1. Check internet speed
  2. Disable ad blockers temporarily
  3. Close unnecessary tabs
  4. Update browser to latest version
  5. Clear browser cache
  6. Try incognito mode
Solutions:
  1. Refresh page (F5 or Cmd+R)
  2. Hard refresh (Ctrl+Shift+R or Cmd+Shift+R)
  3. Clear cache and refresh
  4. Try different browser
  5. Check browser console for errors
Hard refresh (Ctrl+Shift+R) clears cached files and often fixes display issues.

​
Account & Access Issues

Check:
  • Correct email address
  • Password correct (check caps lock)
  • Account exists
  • Not blocked
Solutions:
  1. Use “Forgot Password” to reset
  2. Verify email address spelling
  3. Check spam for verification email
  4. Try different browser
  5. Contact support if account issues
Check:
  • Invitation sent and accepted
  • Team member has Clerk account
  • Organization membership active
  • Permissions granted
Solutions:
  1. Resend invitation
  2. Verify team member accepted invite
  3. Check team member list in settings
  4. Remove and re-add if needed

​
Getting More Help

Common Workflows

Learn best practices and proven workflows

​
What to Include When Contacting Support

Include these details:
  • Description of the issue
  • Steps you’ve already tried
  • Screenshots if applicable
  • Browser and device information
  • Your account email address
Response Time: Usually within 24 hours, faster for urgent issues

​
Quick Diagnostic Checklist

For Any Issue, Try These First:
  1. Refresh the page - Many issues resolve with a simple refresh (F5 or Cmd+R)
  2. Check your internet - Ensure you have a stable connection
  3. Try incognito mode - Rules out browser extension conflicts
  4. Try a different browser - Identifies browser-specific problems
  5. Clear your cache - Resolves stale data issues (Ctrl+Shift+R)
  6. Contact support - When all else fails, we’re here to help!

​
Prevention Tips

Save work frequently - Save drafts regularly to prevent data loss
Test in safe environment - Use test mode for automations, create test clients for experiments
Keep integrations current - Reconnect when prompted to avoid feature breakage
Monitor email delivery - Check invoice delivery status to catch issues early
Update browser - Keep browser up-to-date for best performance and security
Remember: Most issues have simple solutions. Start with the basics (refresh, check settings) before assuming a major problem!