Troubleshooting
← All docsSolve common issues and keep JiffyTrade running smoothly.
Documents Not Sending
If your quotes, invoices, or letters are not being delivered by email, this is almost always related to your website’s email configuration…
PDF Not Generating or Downloading
If your quotes, invoices, or letters are not generating a PDF, follow the steps below. In most cases, this is related to…
Recurring Expenses Not Generating
If you have created a Recurring Expense Template but the actual expenses have not appeared yet, this is usually because the system…
Cannot Edit or Delete a Document (Locked Docs)
If you cannot click the Edit or Delete buttons for a document, it usually means the document is locked. Locked documents are…
Cannot Edit or Delete an Expense (Locked Expenses)
If the Edit or Delete buttons for an expense are disabled, the expense is likely locked. Locked expenses are protected from changes…
Cannot Delete a Customer
If you try to delete a customer and the Delete button is disabled, it usually means the customer has existing records linked…
Issues Uploading Documents
If you are having trouble uploading External Documents or Expense Receipts, the issue is usually related to file size limits, file types,…
License Activation Issues
If you’ve purchased a Pro or Whitelabel plan but are unable to activate your license in JiffyTrade, this guide will help you…
Plugin Conflicts
If JiffyTrade behaves unexpectedly, a conflict with another plugin or theme may be the cause. Common symptoms include: White screens Buttons not…
Role-Based Access Problems (RBAC)
If certain users cannot see or use parts of JiffyTrade, this is usually related to your Role-Based Access Control (RBAC) configuration. JiffyTrade…
Styling Looks Broken
If the layout of JiffyTrade appears broken or misaligned, this is usually caused by theme or CSS conflicts. Common symptoms include: Overlapping…
Backup & Restore Failing
If your backup or restore process does not complete successfully, follow the steps below. In most cases, issues are related to server…
Problems Migrating or Moving Sites
When moving JiffyTrade to a new domain or hosting provider, licensing and database structure are the most common causes of issues. 1️⃣…
Debug Mode & Log Issues
If you encounter unexpected errors, enabling debug logging can help identify the issue. 1️⃣ Enable WordPress Debug Logging In wp-config.php, add: define(…