> ## Documentation Index
> Fetch the complete documentation index at: https://docs.every.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Troubleshooting Guide

> Solutions to common issues and problems in Every

## Common Issues by Category

<CardGroup cols={2}>
  <Card title="Organization & Setup" icon="building-2">
    Logo, branding, and configuration issues
  </Card>

  <Card title="Clients" icon="users">
    Client management and enrichment problems
  </Card>

  <Card title="Invoices" icon="file-text">
    Creating, sending, and editing invoices
  </Card>

  <Card title="Payments" icon="credit-card">
    Online payments and Stripe integration
  </Card>

  <Card title="Automations" icon="repeat">
    Recurring invoice automation issues
  </Card>

  <Card title="Integrations" icon="plug">
    Stripe, Google, and HubSpot connections
  </Card>

  <Card title="Time & Expenses" icon="clock">
    Tracking time and managing expenses
  </Card>

  <Card title="Every Agent" icon="sparkles">
    AI assistant troubleshooting
  </Card>
</CardGroup>

## Organization & Setup

<AccordionGroup>
  <Accordion icon="building-2" title="Organization Not Configured Properly">
    **Problem:** Invoices missing information or look unprofessional

    **Check 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

    <Tip>Complete organization setup ensures all invoices look professional and include necessary business information.</Tip>
  </Accordion>

  <Accordion icon="image" title="Logo Not Appearing on Invoices">
    **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

    <Warning>If logo still doesn't appear after trying these steps, contact support with your logo file.</Warning>
  </Accordion>
</AccordionGroup>

## Clients

<AccordionGroup>
  <Accordion icon="search" title="Client Enrichment Not Finding Data">
    **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

    <Tip>AI enrichment works best for established companies with public information. For individuals or small businesses, manual entry is often faster.</Tip>
  </Accordion>

  <Accordion icon="trash-2" title="Can't Delete Client">
    **Reason:** Client has issued invoices and must be preserved for financial records

    **Solutions:**

    * **Archive client** instead (preserves all data)
    * Void all client invoices first, then delete
    * Keep client for historical records (recommended)

    <Warning>Deleting clients with invoices can break financial reporting. Use archive instead.</Warning>
  </Accordion>

  <Accordion icon="mail" title="Google Contact Scan Not Working">
    **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

    <Tip>**Ask Every Agent:** "Scan my Google contacts and add any that look like clients"</Tip>
  </Accordion>
</AccordionGroup>

## Invoices

<AccordionGroup>
  <Accordion icon="send" title="Invoice Not Sending">
    **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

    <Tip>Use the public invoice link as a backup delivery method if email fails.</Tip>
  </Accordion>

  <Accordion icon="mail-x" title="Client Says They Didn't Receive Invoice">
    **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

    <Warning>Always check the email delivery status before resending to avoid duplicate emails.</Warning>
  </Accordion>

  <Accordion icon="lock" title="Can't Edit Issued Invoice">
    **Reason:** Protecting invoice integrity after sending

    **Solutions:**

    * Void invoice and create new one with changes
    * If minor change, add note to invoice
    * Contact client to explain correction
    * For an overpayment or downward adjustment, record a negative payment instead

    <Note>This protection ensures financial records remain accurate and auditable.</Note>
  </Accordion>

  <Accordion icon="calculator" title="Wrong Total Calculation">
    **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
  </Accordion>

  <Accordion icon="paperclip" title="Invoice Attachments Not Uploading">
    **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
  </Accordion>
</AccordionGroup>

## Payments

<AccordionGroup>
  <Accordion icon="credit-card" title="Client Can't Pay Online">
    **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

    <Tip>Check the Stripe Dashboard for detailed error messages about declined payments.</Tip>
  </Accordion>

  <Accordion icon="banknote" title="Payment Not Showing in Bank Account">
    **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"

    <Note>Stripe payouts follow their standard schedule. Check your Stripe Dashboard for exact timing.</Note>
  </Accordion>

  <Accordion icon="trash-2" title="Deleting a Payment / Refunding a Client">
    Any payment record can be deleted in Every — including online Stripe payments. Deleting a payment only removes the local record; it **does not refund the client through Stripe**.

    **Solutions:**

    * Only delete payments recorded in error
    * To return money to a client who paid online, issue the refund in the Stripe Dashboard — the Every record won't move money
    * For an overpayment or adjustment, record a new payment with a negative amount
    * Contact support for complex scenarios
  </Accordion>
</AccordionGroup>

## Automations

<AccordionGroup>
  <Accordion icon="repeat" title="Automation Not Running">
    **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

    <Tip>Use test mode to verify automation works before activating for real.</Tip>
  </Accordion>

  <Accordion icon="flask" title="Test Invoice Not Generated">
    **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
  </Accordion>

  <Accordion icon="dollar-sign" title="Wrong Amount on Automated Invoice">
    **Check:**

    * Line item amounts in automation
    * Tax settings correct
    * Discount not accidentally applied
    * Saved services/products referenced have correct pricing

    **Solutions:**

    1. Edit automation
    2. Review and update line item amounts
    3. Verify saved service or product pricing
    4. Test again before activating
    5. If already sent wrong invoice, void and resend correct one
  </Accordion>
</AccordionGroup>

## Integrations

<AccordionGroup>
  <Accordion icon="credit-card" title="Stripe Connection Lost">
    **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

    <Warning>Reconnect Stripe immediately to avoid payment processing interruptions.</Warning>
  </Accordion>

  <Accordion icon="mail" title="Google Workspace Features Not Working">
    **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
  </Accordion>

  <Accordion icon="database" title="HubSpot Lookup Not Working">
    **Check:**

    * Connection status in **Agent Settings → Connections**
    * HubSpot permissions were approved
    * Internet connection
    * HubSpot service status

    **Solutions:**

    1. Check connection in [**Agent Settings → Connections**](https://every.ai/agent/connections)
    2. Reconnect if status shows error
    3. Retry with a more specific company, contact, or deal name
    4. Check HubSpot directly for data integrity
    5. Confirm your HubSpot account has access to the records you expect
  </Accordion>

  <Accordion icon="users" title="HubSpot Results Missing Expected Records">
    **Verify:**

    * Contacts exist in HubSpot
    * Your HubSpot user can access them
    * Search terms are specific enough
    * Records are not archived or permission-restricted

    **Solutions:**

    1. Check HubSpot for contact
    2. Reconnect HubSpot in [**Agent Settings → Connections**](https://every.ai/agent/connections)
    3. Search by email or full company name
    4. Check record permissions in HubSpot
    5. Ask Every Agent with more context, for example: "Find John Smith at Acme Corp in HubSpot"
  </Accordion>
</AccordionGroup>

## Time & Expenses

<AccordionGroup>
  <Accordion icon="clock" title="Timer Not Starting">
    **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
  </Accordion>

  <Accordion icon="search-x" title="Time Entry Missing">
    **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
  </Accordion>

  <Accordion icon="lock" title="Can't Edit Billed Time">
    **Reason:** Time linked to invoice, editing would create invoice mismatch

    **Solutions:**

    * 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
  </Accordion>

  <Accordion icon="receipt" title="Receipt Upload Failed">
    **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
  </Accordion>

  <Accordion icon="scan" title="AI Extracted Wrong Information">
    **Common:** AI reads subtotal instead of total, or gets date wrong

    **Solution:**

    * Always review AI-extracted data
    * Correct before saving
    * Look for "Total" or "Amount Due" on receipt
    * Report grossly incorrect extractions to improve AI

    <Tip>AI extraction is a starting point - always verify the amounts before saving.</Tip>
  </Accordion>
</AccordionGroup>

## Every Agent

<AccordionGroup>
  <Accordion icon="message-square-x" title="Agent Not Understanding Request">
    **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"

    <Tip>**Ask Every Agent:** "Create an invoice for \[Client Name] for \[Service], \$\[Amount], due in \[Days] days"</Tip>
  </Accordion>

  <Accordion icon="undo-2" title="Agent Made Mistake">
    **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

    <Warning>Always review what the agent proposes before confirming actions.</Warning>
  </Accordion>

  <Accordion icon="wrench" title="Agent Tool Not Working">
    **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, service, product, etc.)
  </Accordion>

  <Accordion icon="coins" title="Credits, Billing & Failed AI Runs">
    Questions about AI credits — what they cost, whether a failed run is charged, why a scheduled task shows "Completed" with no result, or what happens when you run out — are answered on the [Credit Usage & Errors](/plans/credit-usage-and-errors) page. See also [What Is a Credit](/plans/what-is-a-credit) and [Plans & Pricing](/plans/plans-and-pricing).
  </Accordion>
</AccordionGroup>

## Performance Issues

<AccordionGroup>
  <Accordion icon="zap" title="Slow Loading">
    **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
  </Accordion>

  <Accordion icon="refresh-cw" title="Page Not Responsive">
    **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

    <Tip>Hard refresh (Ctrl+Shift+R) clears cached files and often fixes display issues.</Tip>
  </Accordion>
</AccordionGroup>

## Account & Access Issues

<AccordionGroup>
  <Accordion icon="log-in" title="Can't Log In">
    **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
  </Accordion>

  <Accordion icon="user-x" title="Team Member Can't Access">
    **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
  </Accordion>
</AccordionGroup>

## Getting More Help

<CardGroup cols={2}>
  <Card title="Contact Support" icon="help-circle" href="mailto:hello@every.ai">
    Email us at [hello@every.ai](mailto:hello@every.ai) with your issue details
  </Card>

  <Card title="Quickstart Guide" icon="workflow" href="/quickstart">
    Learn best practices and get started
  </Card>
</CardGroup>

### What to Include When Contacting Support

<Note>
  **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
</Note>

## 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

<Tip>
  **Save work frequently** - Save drafts regularly to prevent data loss
</Tip>

<Tip>
  **Test in safe environment** - Use test mode for automations, create test clients for experiments
</Tip>

<Tip>
  **Keep integrations current** - Reconnect when prompted to avoid feature breakage
</Tip>

<Tip>
  **Monitor email delivery** - Check invoice delivery status to catch issues early
</Tip>

<Tip>
  **Update browser** - Keep browser up-to-date for best performance and security
</Tip>

<Note>
  **Remember:** Most issues have simple solutions. Start with the basics (refresh, check settings) before assuming a major problem!
</Note>