For the complete documentation index, see llms.txt. This page is also available as Markdown.

Why can't I save an invoice?

If the Save button stays disabled, the invoice is missing something it requires. An invoice saves only once it has a customer and property, at least one line item, payment terms selected, and at least one unsaved change.

Unlike a quote, an invoice doesn't need terms and conditions and its total can be zero. The most common cause of a greyed-out Save is payment terms not being set, so check the Payment Terms field below the Invoice date.

Where to find it: On the open invoice, check the Save button, the line items, and the Payment Terms field

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