PricelyDocs

Troubleshooting

Quick fixes for the problems people run into most.

3 min read

Plans and limits

What you seeWhyFix
You can't create another quoteFree includes 10 quotes per calendar month.Wait for the count to reset on the 1st, or upgrade.
Client Limit ReachedFree allows 10 clients at a time.Delete a client you no longer need to free a slot, or upgrade for unlimited clients.
Team Limit ReachedYour plan's seats are full, counting pending invites.Cancel an unused invite, remove someone, or upgrade.
A feature shows a lock badgeIt needs the plan named on the badge.See Plans and billing.

Teammates

What you seeFix
This invitation was sent to a different email address.Sign in with the exact email address the invite was sent to.
This invitation has expired. or has already been used.Invite links last 7 days and work once. Ask an owner or admin for a new one.
The invite email didn't arriveInvites come from invites@pricely.me. Ask your teammate to check spam, or copy the invite link from the Team page and send it yourself.
You can't see the Team pageOnly owners and admins can manage the team.

Clients and payments

What you seeFix
A client didn't get their portal PINCheck the email on their client record matches what they typed, and ask them to check spam. They can request a new PIN after 2 minutes. See portal troubleshooting.
Clients don't see a Pay with Card buttonCard payments need Pro and a fully connected Stripe account. See Stripe payments.
Stripe setup was not finished.Open Settings›Payment Collection and click Continue Stripe setup.
A bank transfer arrived but the invoice is still unpaidBank transfers aren't detected automatically. Record the payment.

Automation

What you seeFix
A reminder wasn't sentThe invoice must be sent (not a draft), have a due date and a client email, and that reminder must be turned on. Reminders go out once a day. See Reminders.
A late fee wasn't addedThe invoice must be overdue and a fee set in Invoice Settings. Fees are added at most once every 28 days.
A recurring invoice didn't appearThe first new invoice is created one period after you set up the schedule, as a draft, and nothing is created while a schedule is paused. See Recurring invoices.
You didn't get a notification emailCheck the switch is on in Settings›Notifications and that your Business Profile email is right. See Notifications.
Your webhook isn't receiving eventsThe URL must be public and use https://. Click Send test in the webhook dialog to see your endpoint's answer. See webhook troubleshooting.

Account

What you seeFix
For security, log out and sign back in… when deleting your accountLog out, sign in again, and delete within a few minutes.
You need a copy of your dataDownload a backup from Settings›Data & Backup.

Still stuck?

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