3 min read
Document problems
Documents on the move: check offline PDF access in Google Drive on Android
Prepare the specific PDF for offline use in Google Drive, then test opening it with Wi-Fi and mobile data switched off before you travel.
Business and document management
Document problems
Resolve a missing invoice, an unreadable attachment or an unclear document.
Subtopics
13 · Articles
3 min read
Document problems
A multipage document on iPhone: save and check the complete scan
Scan the paper document in Files, retain every page and check legibility, order and the saved file before sending it.
5 min read
Document problems
An invoice was renamed twice. How do you find the original email?
Your accountant asks where the PDF you sent came from, but its name in the shared folder no longer matches the supplier’s attachment. Link the file to a specific message and record what you found, so nobody has to retrace the steps next time.
5 min read
Attachments and access
Your accountant cannot open an invoice on Google Drive. How to fix access
The PDF link works for you but your accountant cannot access it. Check the recipient account, file sharing and company restrictions. Use the message template to ask for help.
6 min read
Document checks
The invoice still names the old company. What to check after updating billing details
Changed your profile but the invoice still names the old company? Separate future billing from a correction request, with a supplier message and accountant handoff note.
6 min read
Attachments and access
Invoice PDFs too large for Gmail: send several emails or a link?
What to do when invoice PDFs exceed Gmail’s limit. Identify whether one file or the whole batch is too large, then send every original with a clear file list.
6 min read
Attachments and access
Invoices arrived in a ZIP file. How to prepare them for your accountant
How to unzip invoices on Windows and Mac, check each PDF and spot missing documents. Includes a folder example and a message to your supplier.
6 min read
Attachments and access
The invoice arrived, but the PDF will not open. What should you send your accountant?
Your invoice attachment has arrived, but your accountant cannot read it. Find out what to try when the preview fails or a password is required, and how to ask the supplier for a readable copy.
3 min read
Attachments and access
Payment confirmation arrived, but no invoice. Where should you look?
With online services, the document may be waiting in your customer account. How to find the right place, organisation and period, without rediscovering it every month.
3 min read
Document checks
Two similar invoices: a copy, correction or another purchase?
Do not delete a document just because the filename or amount matches. Three common situations show what to compare and what to explain to your accountant.
3 min read
Document checks
The money has left. Why does your accountant still need a document?
A payment is a useful clue when searching, but may not explain the entire purchase. How to link a transaction to an invoice and give your accountant the context they need.
3 min read
Document checks
The computer read the invoice. Does it understand what is on it?
The difference between reading text and assigning a document correctly. Where human review pays off and why a confident-looking result may not be right.
3 min read
Document checks
A suspicious invoice arrived. What to check before responding
A changed bank account number, an unexpected attachment or an urgent request. How to verify a message independently and avoid making decisions under pressure.
Free resources
Checklists, templates and files from published articles. Choose a resource for the task at hand.
Template
A message that tells the supplier exactly what you need →
The invoice still names the old company. What to check after updating billing details
Download · TXTA message that tells the supplier exactly what you need →
The invoice still names the old company. What to check after updating billing details
TemplateGive your accountant the document and the request status →
The invoice still names the old company. What to check after updating billing details
TemplateA message that gives the owner the information they need →
Your accountant cannot open an invoice on Google Drive. How to fix access
TemplateTell your accountant how many emails and files to expect →
Invoice PDFs too large for Gmail: send several emails or a link?
TemplateWhen the ZIP asks for a password or will not extract →
Invoices arrived in a ZIP file. How to prepare them for your accountant
TemplateIf the file is still unreadable, ask for a fresh export →
The invoice arrived, but the PDF will not open. What should you send your accountant?