Document template fails
Confirm document type, organization template permissions, all required variables and valid fields. Save then preview the server-generated PDF; unsupported formatting or missing values can break the output.
PDF downloaded but looks wrong
Compare the current document revision, preview and expected line items, totals, tax and terms. A PDF issue is different from a messaging-delivery issue.
Email or WhatsApp delivery fails
Check connected mailbox, sender identity, recipient contact, WhatsApp pipeline number, template/window and delivery status. An accepted provider request is not always delivered or read.
Payment link fails
Verify the selected gateway account is actually connected, the invoice is payable, the currency is supported and the provider created a valid checkout session. Do not assume the visible Razorpay Connect Hub tile itself confirms live payment integration.
Refund, partial payment or credit discrepancy
Read the original invoice and payment ledger. Confirm provider outcomes and pending/uncertain state before recording a manual adjustment or retrying a financial transaction.
Evidence to include
Document/invoice UUID, template name, safe error code, action timestamp, intended send channel and sanitized comparison between rendered and expected result. Never share full card data or payment tokens.