Troubleshooting Quote And Invoice Problems

Most quote and invoice problems come down to access, status, or missing saved result context. Start there.

Generate Quote is missing

Check the account or workspace context first. Personal quote access requires an active Pro account. Workspace quote access requires a Business workspace context where you can edit the workspace. The action is also unavailable for archived projects.

The quote could not be created

A calculated scenario result is required before creating a quote. Open the version, select the scenario, and run Calculate if the result is missing or out of date.

The quote PDF or invoice PDF is unavailable

Draft documents do not export as PDFs. Issue the quote before downloading a quote PDF. Issue the invoice before downloading an invoice PDF.

Create Invoice is missing

Invoices can only be created from accepted quotes. If the quote is still draft, issued, declined, or cancelled, invoice creation will not be available.

Deposit or balance invoice is missing

Deposit invoices require the accepted quote to contain a deposit amount. Balance invoices require a remaining balance. If the quote does not have those amounts, GridGap hides or rejects that invoice type.

What to include in a support ticket

Include the project, version, scenario type, quote number, invoice number if there is one, the document status, and the exact action that failed. That is usually enough context for support to start in the right place.