Knowledge Base
Tradentrix's knowledge base walks you through everything from signing up your account to running your day-to-day work from the dashboard, covering jobs, customers, calendar, invoicing and more.
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Useful information
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Customer didn't get their email
If a customer says they never received an invoice, estimate or portal login link, here's what's actually going on and how to fix it.
First, check the spam folder
This is the most common cause. Ask them to check their spam or junk folder before anything else, emails from a new sender sometimes land there the first time.
Resending it
Open the invoice or estimate and click "Resend". On plans with customer portal access, this sends a brand new email with a fresh login link each time, so it's the right fix if a link has gone stale or was never opened. On the Starter plan, there's no portal, so the resend just re-sends the full invoice or estimate by email with a PDF attached instead of a link.
There's no way to see whether an email was actually delivered, opened, or bounced, sending is fire and forget on our side, so Resend is genuinely the best way to try again if you're not sure it arrived.
The portal login page as a backup
If your plan includes the customer portal, a customer can also go to your portal login page themselves and enter their email to request a fresh link, without you needing to do anything. This only works on plans with portal access though, on Starter there's no portal to log into at all, so a resent invoice or estimate email is the only option.