Troubleshooting & FAQ
The questions that come up most, grouped by symptom. Each answer links to the guide that goes deeper.
Signing in and access
A menu item I expect is missing from the sidebar
Two things hide a menu: your role lacks view permission on it, or the module is switched off for the business. Administrators check both under Users & Permissions and Settings → Modules. Plan-locked modules (Loyalty & Offers on Silver and Gold) show a lock instead of a toggle.
A quick action or dashboard card is missing
Quick actions need create permission on their module; cards are offered only when your role can view the numbers behind them. See Dashboard.
A 'trial ends in N days' reminder appears on my very first sign-in
That's normal — the reminder shows from day one of a trial. Maybe later dismisses it. See Quick onboard.
Selling and billing
The invoice won't save — Create Invoice stays disabled
A new sale invoice requires payments that cover the total; the FILL button on a payment row takes the whole balance. Serial-tracked items also need their units picked. See Sale Invoices.
I can't edit or delete an invoice
Tax invoices are never deleted — they're cancelled with a reason, and the number stays in the GST series. POS bills can't be edited from Sale Invoices at all: amend them from POS Billing during the shift, or raise a credit note. See Sale Invoices.
POS says 'Open a counter session before billing'
Every bill belongs to a shift. Open one from the session pill — cashier plus opening float — and the counter goes live. See POS Billing.
The counter is locked for new sessions
The previous shift closed with an unreconciled cash variance. An Admin or Manager reconciles it with remarks — in the open-session dialog or from Counter Sessions.
I can't submit the POS Day Book
Every shift of the day must be closed first, and a cash variance needs remarks. Once submitted, the entry is immutable. See POS Day Book.
A quotation can't be deleted or converted
Only drafts delete; anything sent stays as history. A rejected quote must be revised before it converts, and serial-tracked items convert via a sale order or the invoice form. See Quotations.
Stock and purchases
Stock is wrong for one item
Use a stock adjustment with a reason — Add, Remove, or Correction. For many items, run a Stock Audit. See Adjust stock.
The supplier search shows no results on a purchase order
The search lists supplier-type contacts only. A contact becomes a supplier when a GST number is saved on it in the form. See Add customers & suppliers.
A purchase order can't be cancelled or edited
Once goods are received against it, the linked purchase invoice must be dealt with first. See Purchase Orders.
A stock transfer can't be cancelled
Cancel is refused when the destination store no longer holds the goods to send back. See Stock Transfers.
Money and reports
A day book entry can't be edited
It has been reviewed and registered — that lock is one-way. Only unregistered entries edit or delete. See Day Book.
A voucher was recorded wrongly
Cancel it — it stays in the register for audit but counts in no balances. Cancelled vouchers can't be edited. See Receipts & Payments.
A financial year can't be approved
Debits must equal credits; the banner names the difference. Manual rows cover what documents can't know. See Financial Reports.
Setup and data
A category or expense head can't be deleted
It's still used by items or expense lines — deactivate it instead. See Set up your business.
Sample data can't be loaded
It's only offered on an empty store; once real billing starts, the option goes away. See Your account & billing.
An API key stopped working
It was revoked — keys inherit their creator's permissions and stop the moment they're revoked. Create a new one under Settings → API Keys.