An invoice doesn't show what I expected

“There’s no chemical line.”

Check three things: Bill Chemicals Separately is on under Settings → Organization; the chemicals were recorded as coming from your truck rather than from the customer’s own supply; and the product has a cost and unit that make sense together. A product PoolHelm can’t price records no cost rather than guessing — and it tells you, both on the product and in your morning briefing.

“The chemical price looks wrong.”

Open Settings → Chemical Products and read the chip on that row. An amber BILLS AT COST chip means no markup is set, so the customer is paying exactly what you paid. A green chip shows the marked-up price. See “How chemicals are billed.”

“The amount is lower than I expected.”

Look for a negative line — a referral credit comes off as its own line rather than being deducted silently.

“I need to change it and I can’t.”

Only drafts are editable. Once an invoice has been sent, its lines are fixed, because your customer is holding a copy. If nothing has been paid against it, void it and create a corrected one.

“I can’t void it.”

PoolHelm blocks a void once a payment has been recorded against the invoice — voiding it would leave a payment attached to nothing. Refund the payment in Stripe first, then void.

“The customer paid but it still says unpaid.”

If they paid by card, give it a minute and use Sync with Stripe at the top of the Invoices page. If they paid you by check or cash, you record it: open the invoice and choose Record payment.

“Autopay was on but nothing was charged.”

Two possibilities. Either no card is saved — the toggle records what you intended, a saved card is what makes a charge possible — or you’re inside the hour. Automatic charges are scheduled roughly an hour after an invoice is sent; the invoice tells you when the attempt is due.

See also: “How invoicing works” and “Set up autopay for a customer.”