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Business workspace / Testing & troubleshooting

Troubleshoot invitations, requests, and payouts

Find the next safe step when a link, message, connection, or test payout needs attention.

2 min readUpdated October 26, 2026

01

An invitation email is missing

  1. 1Check that the saved recipient address is correct and ask the customer to check spam.
  2. 2Open References and use Email invite for that individual customer.
  3. 3If the record was saved but delivery failed, retry the existing record instead of adding another.

02

A request cannot be accepted or sent

An expired offer is no longer pending. A wrong-account warning requires Switch accounts and the invited email.

If New request has no eligible references, verify the customer is active and opted in, then relax advanced filters. Another reference may already have accepted a first-to-accept opportunity.

03

Google connection does not finish

Allow popups for Proofly, return to Your Google inbox, and use retry or reconnect. Complete the Google consent screen and verify the resulting status. A reply-email setting alone does not connect Gmail.

04

Cash-out is unavailable or still pending

Check for eligible completed test rewards, a ready Stripe test account, and available test funding. Live rewards remain locked.

Wait for the progress state and provider result. A pending/submitted result is not paid. Avoid repeated submissions while a payout is processing.

Check payout readiness

Return to the app and check test account setup status.

Illustrative wireframe · Fictional details

See the payout result

A provider-confirmed test result; not a live transfer or guaranteed arrival.

Illustrative wireframe · Fictional details

05

Protect the relationship

For an unavailable invitation or unclear proof requirement, contact the business person who invited you. Never send bank information in Messages or upload unrelated customer data as evidence.

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