Troubleshooting Issue to Billing Portal and FAQs

When a cadence step that issues an invoice to the Billing Portal doesn't behave as expected, the cause is usually the invoice's state, the record type, or the cadence step's own timing rules. This page collects the checks to run for the most common failures, along with answers to frequently asked questions about issuing invoices to the Billing Portal.

Troubleshooting

An Invoice did not issue to the Billing Portal

• Confirm the Invoice hasn't already been issued to the Billing Portal. It will be skipped if it has.
• Confirm the record is an Invoice, not a Credit Memo or another type.
• Check the Invoice's last-action details on the Cadences screen for the specific error.
• Confirm the cadence step timing rules match the Invoice due date.

The step is missing from the Cadence editor

• Confirm your role has permission to edit cadences.
• Refresh the page and try again.

Frequently Asked Questions

Can I add more than one Issue to Billing Portal step to a cadence?
No. Each cadence template supports this action only once.

Does this send an Invoice email?
No. The action publishes the Invoice to the Billing Portal without sending an email.

Related information

For steps to add this action to a cadence, see Add the Issue to Billing Portal Cadence Step.

To understand exactly how this action behaves once triggered, see How the Issue to Billing Portal Action Works.