Emailing invoice to client reveals the details of my account when pressing the View and Pay button

Gloria

I sent an invoice via email and the attached invoice at the bottom of the email looks perfectly fine. However, when pressing the View & Pay button, it opens up my entire account revealing all the details. That is not cool.

Also, there is no link attached for payment although I have also opened a Stripe account and I expected that to be present.

I can't find the Chat link to speak with someone. These are only the 3 problems I having at the time.

Coach Kristina

Hello @Gloria,

Thank you for letting us know you're encountering these issues.

Could you clarify what you mean when you say it opens up your entire account, revealing all the details? Is it redirecting to a web page with all that information, showing a pop-up with that information, etc.? If possible, would you please post a screenshot, making sure all personal information is redacted from that screenshot?

If you're not seeing a link for payment, please make sure your Stripe account is correctly set up. Please see this article for instructions:

https://support.simplifi.quicken.com/en/articles/11125795-invoices-receiving-online-payments-with-stripe.

Were you trying to contact chat through the web app or the mobile app? For help finding the link in the web app, click here. For help finding the link in the mobile app, click here.

I hope this helps!