Sent an estimate or invoice and the client says it never arrived? Here's how to make sure it lands.
What to check
The email address. Open the client's record and confirm their email is correct — a small typo sends it nowhere.
Spam and junk. Ask the client to check those folders and search for "Fieldsity".
Resend it. Open the estimate or invoice and use Email again. The Email Tracking tab shows what was sent and when.
Share another way. Download the PDF and send it yourself, or point the client to your Client Portal where they can view and pay directly.
Tip: The Client Portal sidesteps email entirely — clients sign in to see every estimate and invoice in one place. See What is the Fieldsity Client Portal?
Related: Send an invoice to a client.