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13· Support

Troubleshooting

The issues that actually come up, with the fix that actually works. Start here before opening a ticket — most of these take under two minutes.

7 min readUpdated 24 Jul 2026All plans

Work through the checks in order. Each section ends with what to send us if the problem survives — including that detail up front usually saves a full round trip.

01

The client never got the invite

Almost always deliverability, not delivery failure. LynxRise records whether the message was accepted by the receiving server.

Invite statuspriya@meridian.co
Sent09:12
Accepted by server09:12
OpenedNot yet
BounceNone
  • Ask them to check spam and any quarantine their IT runs
  • Confirm the address has no typo, then resend from People
  • Verify your sending domain — unverified domains land in spam far more often
  • Copy the invite link and send it over your own email or chat as a fallback
Corporate filtersIf a client's whole company blocks the mail, ask them to allow-list your sending domain. Once allow-listed, later portal emails arrive normally.
02

The client can't see something you added

Four settings control this. Check them in this order — the answer is in one of them nearly every time.

Item visibility

New tasks, files, and invoices are internal until marked client-visible.

Page visibility

A page set to internal hides everything on it, even client-visible items.

Portal published

A draft portal is unreachable regardless of invites.

Contact permission

A billing-only contact cannot see projects; a collaborator cannot see invoices.

Diagnose with View as client
View as PriyaView as Sam · billing
Fastest checkUse View as client and pick the specific contact. If you can't see it there, they can't either.
03

Custom domain shows an error

Domain issues are DNS issues. The error text tells you which stage failed.

Domain diagnostics
Record not foundCNAME missing or wrong name
Points elsewhereDuplicate A/CNAME wins
Certificate pendingProxy enabled · set DNS-only
CAA blockedAllow the listed issuer
  • Subdomains use CNAME, not A
  • Delete conflicting records on the same hostname
  • Allow up to 24 hours for full propagation before assuming failure
  • The LynxRise address keeps working the whole time
Browser cache liesAfter fixing DNS, test in a private window or on mobile data. Your browser and OS may hold the old lookup for hours.
04

Upload failed or won't preview

Large uploads resume automatically, but unstable connections and unsupported formats behave differently.

  • Check remaining storage in Settings → Usage
  • Confirm the file is under your plan's per-file limit
  • Retry the same file — resumable uploads continue where they stopped
  • ZIPs and source design files download rather than preview; that's expected
  • Zero-byte or corrupted files are rejected on purpose
If it fails at the same percentage every timeThat's usually a network device or VPN dropping large requests. Try a different connection before assuming a platform fault.
05

An invoice won't pay or shows the wrong status

Payment state comes from your connected provider, so check both sides.

Invoice #0142
Provider connectedYes
Invoice statusSent
Provider statusSucceeded
ActionSync or mark paid
  • A draft invoice has no payment page — send it first
  • Card declines come from the client's bank; ask them to retry or use transfer
  • Bank transfers can take one to three days to confirm
  • Manual payments must be recorded by you or reminders keep sending
  • Reconnect the provider if its status shows as expired
06

Webhooks aren't arriving

Check delivery attempts in Settings → Developer before touching your code. The response code tells you where the problem is.

Signature mismatch

You verified against the parsed body. Use the raw request bytes.

Timeouts

Return 2xx immediately and process the payload asynchronously.

Endpoint disabled

24 hours of failures disables it. Fix, then re-enable and replay.

Duplicate handling

Retries are expected. De-duplicate on the event id.

Still stuck? Send us thisYour workspace name, the portal or invoice ID, what you expected, what happened, the timestamp, and a screenshot. With that, most tickets are answered in a single reply.

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