Documentation Index
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Why Send, Void, Convert, Delete, or Invite is grey, hidden, or refused.
| What you see | Why | What to do |
|---|---|---|
| Select a customer to enable sending. | No customer on the draft | Pick one on Details |
| Add at least one line item with a price to enable sending. | Lines are empty, or the price is blank | Add a priced line |
| Saving in progress… | A save is still running | Wait, then send |
| Complete these items before sending | Invoice readiness still has a red row | Open How to send an invoice and clear that row |
| Customer tax ID required, or a registration-number row | Your country needs that ID before send | Add it on the customer or the company. The names are in Rules for your country |
| Reverse charge needs a customer VAT number | A line is reverse charge and they have no VAT number | Add the number, or switch the line to normal VAT |
| No payment methods set up | Card, bank, check, and cash are all off | Invoice settings, or the Payment step |
| Send blocked until tax is confirmed | The company tax profile is not saved | Settings → Company → Tax, or Confirm tax profile |
| What you see | Why | What to do |
|---|---|---|
| Void is not offered | The invoice was already sent | Create a credit note. A sent invoice is not voided |
| This invoice was sent and registered with the tax authority | It is on the fiscal register | Credit note, not void |
| Delete is missing | It is not a draft, or it is immutable | Void a draft that was never sent. Credit a sent one |
| Batch delete skips a row | That invoice has a recorded payment | Leave it. Do not drop a payment by deleting the invoice |
| What you see | Why | What to do |
|---|---|---|
| Convert to invoice is missing | The estimate has a payment schedule, or one payment collected in full when they approve | Convert to job, then invoice each stage |
| Convert to job is not the next step | It is still Draft, Declined, Expired, or already Converted | Send it, or Mark approved. An expired estimate cannot be accepted in Client Hub |
| Discount will not apply | More than one package is on the estimate | The customer picks one package. A discount applies to a single package |
| Generate with AI on contract terms is off | There is no line item yet | Add a line, then generate the terms |
| Do not service | That flag is on the customer | Turn it off under Edit customer before you book new work. Old jobs stay |
| Finish visit is blocked | A required photo, signature, or checklist item is still open | The wrap-up list names the item. Complete it, then finish |
| Fill times with AI will not book a slot | No customer, or no address when travel should count | Add both, then save. Times are not booked until you save |
| New estimate is missing on a job | Allow estimates on jobs is off | Job settings |
| What you see | Why | What to do |
|---|---|---|
| Add team member does nothing useful | There is no active subscription, or you are not an owner or admin | Settings → Plan & billing, then invite |
| Customer cannot pay by card | Jomioz Payments is not Ready to accept payments, or card is off on the invoice | Connect Stripe, then Accept card payments on invoices |
| Unlock AI drafting | Drafting needs Pro | Upgrade, or write the text yourself. Business & AI notes can be saved before that |
| Send to Xero is missing or fails | Plan is not Growth or Pro, Xero is not connected, or account mapping is unsaved | Connect Xero |
| Delete customer is refused | They have jobs, estimates, invoices, payments, or a saved card | Archive them. The history stays |
