Fix a problem
Send and track does not work
Send and track always says why it stopped. Match the message you see to the fix below.
- Applies to: Invoice generator and the other generators
- Type: Troubleshooting
- Updated 4 November 2026
What you need
- Your client’s email in Bill to
- At least one line
- A free account
Try this, in order
- Open Review & Export and select Send and track. Read the message it shows.
- “Add the email first. A tracked link needs somewhere to go.” Type the client’s email in the Bill to section.
- “Add at least one line before sending.” Add a line with a description.
- “Sign in to send and track”: sign in or sign up. You come back to the same document, ready to send.
- Select Send and track again.
What you should see
“Link ready. Nothing has been emailed from here yet.” with a Copy link button.
The free allowance
The first four documents you send as tracked links are free. After that a box says “That was your fourth tracked document”. Building, editing and exporting stay free, and documents you already sent keep working. Downloading a PDF and sending it yourself has no limit.
Common problems
It says “That did not send. Check your connection and try again.”
The page could not reach us. Check your connection and select Send and track again.
It worked, but my client got nothing.
That is expected. Send and track makes the link and you send it. See my client did not get the email.
Ready to try it?
Open the invoice generatorStill stuck?
Tell us the page you were on and what you pressed, and we will help you sort it out.