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Troubleshooting
troubleshooting guide
Quick fixes for problems users hit most often in Beentara admin.
For setup context, start with Getting Started. For deep feature help, use the User Guide index.
Email or WhatsApp not sending
Symptoms: Invoice published but customer did not receive email; toast says SMTP not configured or WhatsApp delivery failed.
Email (SMTP)
- Open Profile menu → Settings (
/setting). - Expand Login Mail & Passkey — verify SMTP host, port, username, and password.
- Save and test by publishing a small draft invoice to yourself.
Draft vs Published
Draft documents are saved internally only — they are not emailed or sent via WhatsApp until you Publish.
WhatsApp (AiSensy)
- In Settings (
/setting), expand WhatsApp (AiSensy) — Billing. - Paste your AiSensy API key, account email, and Live API campaign names (invoice, quote, and optionally receipt / credit note).
- Campaigns must be API Campaigns set to Live, attached to an approved TEXT template (Interactive Actions None). Billing WhatsApp is separate from CRM messaging.
Related: WhatsApp (AiSensy) setup · Settings · Invoices — delivery options
Payment link not working (Razorpay)
Symptoms: Customer cannot pay online; pay link missing or checkout fails.
- Open Settings → expand Payment Gateway (Razorpay) (
/setting). - Enter valid Key ID and Key Secret from your Razorpay dashboard.
- Save and publish a new invoice — the pay link is generated on publish.
Also check:
- Invoice is Published, not Draft.
- Grand total is greater than zero.
- Razorpay account is active and not in test/live mismatch.
Related: Settings guide · Receipts
Permission denied
Symptoms: Menu item missing, page shows access error, or action button disabled.
| Cause | Fix |
|---|---|
| Staff account without permission | Admin grants module.read / module.create in user settings |
| Wrong account type | Staff use limited views — confirm you need admin access |
| Trial or subscription expired | Check Trial Status and Subscription |
Common permission keys: billing.read, crm.read, customers.read, products.read, settings.read.
Related: Getting Started — Permissions
Invoice stuck in Draft vs Published
| Status | Meaning | Customer sees it? |
|---|---|---|
| Draft | Saved internally | No — not sent |
| Published | Sent / live | Yes — email, WhatsApp, portal |
Fix: Open the invoice → Edit → click Publish (or Update if already published).
On the list page, use Invoice Summary → Inactive (Draft) filter to find unpublished invoices.
Related: Invoices guide
Quote not converting to invoice
- Open quote detail (
/invoice-detail/:idfor quote documents). - Click Convert to invoice (visible on approved quotes).
- Review line items on the new invoice form and Publish.
If the button is missing, the quote may still be a draft or already converted.
Related: Quotes guide
Bulk delete blocked
Symptoms: Delete selected fails; message says customer or record is linked.
| Record | Usually blocked when… |
|---|---|
| Customers | Linked to invoices, receipts, or orders |
| Products | Referenced on orders or invoices |
| Invoices | Published with payments — delete individually with care |
Fix: Archive or deactivate instead of delete where available (e.g. toggle customer/product Inactive). Remove dependencies first, then delete.
CRM reminders not notifying
- Allow browser notifications when Beentara prompts on the CRM page.
- Check Reminders tab for due items.
- Staff only see reminders for assigned leads.
Related: CRM guide
Storefront not updating
- Confirm products are Active and in stock.
- Check Themes — theme must be installed and activated (
/appearance/themes). - Clear browser cache or open storefront in incognito.
Related: Setup storefront workflow
Customer portal login fails
Symptoms: Customer cannot OTP-login to portal.
- Copy the correct portal link from Invoices overflow menu (⋮) → portal link.
- Customer must use the email on file for that business.
- OTP expires — request a new code.
Related: Customer portal guide
Still stuck?
- Help & Support in admin — WhatsApp or email Beentara support.
- Check Glossary for naming confusion (e.g. Variations vs Attributes).
- Review What's new if a feature recently changed.
Frequently asked questions
Why did my invoice email fail?
Most often SMTP is not configured in Settings → Login Mail & Passkey. Configure SMTP and publish again.
Can staff delete customers?
Only if they have delete permission and the customer has no linked invoices. Admins may still see bulk delete blocked for protected records.
Where is Razorpay configured?
Profile menu → Settings (/setting) → Payment Gateway (Razorpay) accordion section.