It's great to have you here, @cmorrisonheating. Let's go through some troubleshooting steps to ensure you create your invoices seamlessly. Occasionally, the accumulated cache and cookies in the system can become outdated or corrupted, leading to unexpected behaviors.
Before we move forward, let's confirm that the products or services you've chosen have been created successfully. Let's go through Sales menu, then Products & Services.
Once you confirm this, let's begin by opening your QuickBooks account in a private window to rule out browser-related issues. You can do this by using the following keyboard shortcuts:
Also, I'd like to request a screenshot of the error message you received while creating your invoice. This extra information will assist us in identifying any similar reported issues.
For future reference, if you have received payment from one of your customers, you can record it in QuickBooks. It will mark your invoices as paid, ensuring that your financial records are accurate.
Following the troubleshooting steps, you can guarantee that you can create an invoice allowing you to select your preferred products or services without any interruptions or difficulties. Have a great day ahead, @cmorrisonheating.
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