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I cannot generate an invoice or quote

This topic contains 7 replies, has 3 voices, and was last updated by  Guust 2 years, 4 months ago.

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  • March 23, 2020 at 11:59 am #4395

    ulrich@dap-group.com
    Free User
    Post count: 3

    Hi,
    I installed the invoicing- and quote plugin. It looked like all is there on the website, I completed the installation guide from your website. However when I want to make an invoice or quote, I am being ask to add an item to the invoice/quote, if I do so the item is not being added and the invoice/quote is not being generated (the screen indicates activity), If I refresh the screen the invoice-/quote number increases with 1 but no invoice/quote has been made. What have I missed in the installation instruction? please advise, much appreciated
    I am using WP version 5.3.2 on my website

    March 23, 2020 at 12:28 pm #4396

    Alex Rollin
    Moderator
    Post count: 27815

    Please share WP Admin credentials so we can check the settings on your site. Use a private reply so only our team can see the credentials.

    March 23, 2020 at 12:52 pm #4397

    ulrich@dap-group.com
    Free User
    Post count: 3
    This reply has been marked as private.
    March 23, 2020 at 1:15 pm #4398

    Guust
    Moderator
    Post count: 29970

    You have not created any items yet at Invoicing > Items.
    Thanks

    March 23, 2020 at 3:14 pm #4399

    ulrich@dap-group.com
    Free User
    Post count: 3

    Thank you
    does that mean that I can only create an invoice/quote with items pre-defined and the button “create new item” only refers to adding pre-defined items for the invoice/quote?

    I added an item to test and it I am able to make an invoice, thank you much appreciated

    March 23, 2020 at 11:06 pm #4401

    Guust
    Moderator
    Post count: 29970

    Yes, you only can sell things that you have created for sale.
    Thanks

    March 24, 2020 at 12:42 pm #4402

    ulrich@dap-group.com
    Free User
    Post count: 3

    Thank you your help is much appreciated

    March 24, 2020 at 1:02 pm #4403

    Guust
    Moderator
    Post count: 29970

    You’re welcome

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