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CommunityHow do I fix a card that will not allow me to print or email an invoice.

How do I fix a card that will not allow me to print or email an invoice.

LEAP User (Customer) asked a question.

How do I fix a card that will not allow me to print or email an invoice.

I have 1 client that I am not able to print or email their invoice. Error is simply 'unable to print' or 'unable to email'. I am sure there is a simple fix, but I don't know what it is. Please advise suggestions. Thank you.


  • Hi there,

     

    Thank you for using our Community site. We recommend checking phone numbers and emails in cards to remove any unneeded special characters such as - or *.

    If the card has been corrupted, you can also try creating a new card and merging it with the former card.

    1. Menu > Home > under Cards > View Cards
    2. Select the first card.
    3. Hold Ctrl and select the second card.
    4. Once the two cards are selected, right-click and select Merge Cards. The two cards and their related matters will display.
    5. Select the card you wish to keep (the new card) and click OK. The cards will be merged and all related matters will be assigned to the selected card.

    If you have any further issue, please contact our Help Desk by opening up a support chat at the bottom right-hand corner of our Community site or email support@leap.us to log a call. Alternatively, you can schedule a call with us for a date and time that works for you. Click here to access our online booking system. Please include any troubleshooting tried.

     

    Kind regards,

    Misty Petty

    Help Desk Technician

    Expand Post

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How do I fix a card that will not allow me to print or email an invoice.