> ## Documentation Index > Fetch the complete documentation index at: https://support.jomioz.com/llms.txt > Use this file to discover all available pages before exploring further. # When a button is missing > Why Send, Void, Convert, Delete, or Invite is grey, hidden, or refused. The button is usually off because a rule on that record has not been met. Fix the row below, then try again. ## Sending an invoice | 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](/help/invoice-send) 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](/help/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** | **Save draft** still works when send is blocked. It does not email the customer. ## Void, delete, and credit | What you see | Why | What to do | | --------------------------------------------------------------- | ------------------------------------- | ------------------------------------------------------------------------------ | | **Void** is not offered | The invoice was already sent | [Create a credit note](/help/invoice-corrective). 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 | ## Estimates and jobs | 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](/help/estimate-accept), 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](/settings/jobs) | ## Team, cards, and AI | 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](/integrations/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](/integrations/xero) | | **Delete customer** is refused | They have jobs, estimates, invoices, payments, or a saved card | **Archive** them. The history stays | ## Customers you cannot remove **This customer cannot be deleted** means **Archive instead**. If any selected customer has jobs, estimates, invoices, payments, or a saved card, **Delete** stays off for the whole selection. Deselect those rows, or archive them. It does not skip the blocked rows and delete the rest. Invoice delete is different: selecting several invoices skips any invoice that already has a recorded payment. If the control you need is not in this list, email [info@jomioz.com](mailto:info@jomioz.com) and name the screen, for example “Invoice, Issue & send, grey”.