Troubleshooting

If something is not working as expected, start here. Each page covers a specific area, account access, payments, email delivery, integrations, file

Can't find the delete option on an invoice

The Delete option is hidden on an invoice when it belongs to a subscription. Here's how to handle it: The invoice belongs to a subscription Invoices...

Common account issues

Most account issues come down to login credentials, two-factor authentication, or workspace access. The fixes are straightforward, and in most cases,...

Could not authenticate with provided details

This error appears when connecting a custom email account (IMAP/SMTP) and the password is rejected. If you're using Gmail or Google Workspace Google...

Custom domain not working after adding CNAME

If your custom domain isn't loading after you've added the CNAME record, work through these checks: Use the Verify now button: in Settings > Branding...

Domain registrar doesn't accept the CNAME target

Some domain registrars reject yourworkspace.plutio.com as a CNAME target value. Solution Try adding a trailing dot after the domain.

Email and notification troubleshooting

Notification delivery depends on email provider settings, notification preferences in your workspace, and in some cases, DNS configuration for custom...

Email verification: what it does and does not do

The verified flag on a Plutio user's email is informational. It is not a login gate. This page explains what verified actually does, what it does not do, and...

Emails landing in spam or junk folder

Emails sent from Plutio's default servers (@plutio.com) are optimized for delivery. But once you connect your own custom email, delivery depends on your...

File upload issues

File uploads work across projects, conversations, proposals, invoices, and wiki pages. When an upload fails, the cause is usually a size limit,...

Integration troubleshooting

Integrations connect Plutio to external services like Gmail, Google Calendar, Zoom, and custom IMAP/SMTP email providers.

Invoice PDF download issues

If you're having trouble downloading or viewing an invoice PDF, here are the most common causes and how to fix them.

Not receiving emails using your own provider

Once you connect your own email provider, Plutio no longer handles email sending: your provider does.

Payment and invoice troubleshooting

Payment issues usually trace back to the payment processor, card details, or an invoice configuration that needs adjusting.

Performance and loading issues

Most performance issues trace back to browser cache, extensions, or network conditions, and the quickest fixes are browser-side. 1.

Permission and access issues

Permissions are role-based, with per-entity overrides that can further restrict or grant access. When a feature or entity isn't visible, the answer is...

Your Connection is Not Private (SSL error)

If you see "Your connection is not private" when visiting your custom domain, the SSL certificate hasn't been issued or applied yet.