Troubleshooting
First checks for common beta problems.
Update available
Choose Refresh app in the desktop sidebar/footer or mobile Menu.
Wrong or missing data
- Check the active Workspace and make sure you are not in Practice.
- Refresh the app.
- Check filters such as Active/Archived, date range, type, or status.
- Use Search to look for the record.
Cannot sign in
Confirm the correct email/password. Temporary beta passwords may require a password change on first login.
Archived record disappeared
Change the View filter to Archived or All, then restore it if needed.
Cannot permanently delete
Customers with transaction history and products used on sales documents are protected from permanent deletion.
Unexpected price
Pricing order is customer-specific price → customer discount → standard price. A manual transaction override takes priority.
Still stuck?
Use Contact Support.