If the green Create New Invoice button on a job is grey (or missing entirely), walk through the checks below in order. Nine times out of ten, the first one your job trips is the answer.

Step 1: Is QuickBooks Online connected?

If SynkedUP told you the job "must be linked to QuickBooks" before you could create an invoice, that's the first thing to verify.

Go to System Setup → Integrations and look at the QuickBooks Online tile. It should show a green Connected status. If it doesn't, click Connect to QuickBooks Online and follow the prompts. Once connected, return to the job and keep going.

Heads up: connecting QuickBooks doesn't, by itself, turn the Create Invoice button green. You still need the checks below. If you've connected QB and the button is still grey, you're in the right place — keep going.

For deeper QuickBooks customer-linking issues (chain-link icon not showing, sync errors, etc.), see Troubleshooting QuickBooks Online Customer Issues in SynkedUP.

Step 2: Is at least one workarea Approved?

This is by far the most common cause.

Open the job and look for an error message at the top — if you see "none of your workareas has been approved," you know what to do.
Click a workarea that's going to be part of the job and turn the Approved toggle on.
Save the job.
Go back to the Invoicing tab — the Create New Invoice button should be there.

Step 3: Do you have Invoicing permission?

The Create New Invoice button only appears for users whose role includes invoicing access.

You need either the Accounting or Administrator role, and Allow Invoicing needs to be turned on for that role on My Company → Roles. If you're unsure how roles work, see How User Roles Work in SynkedUP.

An admin in your company logs in.
Go to Setup → Users and click your username.
Scroll to User Roles and toggle Administrator, Accounting, or both.
Save.

When you log back in, the Invoicing tab (and the green button) will be there.

Step 4: Per-Visit pricing — are visits marked Completed?

If the job's pricing type is Per Visit, the Create Invoice button stays grey until at least one time card on the job is marked Completed.

Go to the job's Time tab.
Find the time card for the visit you're trying to invoice.
Open it, and update the status to Completed.

Step 5: Time & Materials pricing — are actuals recorded?

If the job's pricing type is Time and Materials, you need at least some actual labor or material entries recorded to the job before you can invoice. Without actuals there's nothing to bill, so the button stays grey.

Record the labor and/or materials against the job, then return to the Invoicing tab.

Step 6: Is the customer linked to QuickBooks?

When QuickBooks is your invoicing system, the customer on the job also needs to be linked to a QuickBooks customer record. Look for the chain-link icon next to the customer name on the Invoicing tab.

If the link icon is missing or clicking it does nothing, see Troubleshooting QuickBooks Online Customer Issues in SynkedUP — that article walks through all the QBO-side gotchas (unlinked customers, inactive QB records, invisible characters in email/phone fields, etc.).

Step 7: Is the cost code linked to a QuickBooks Service? (QuickBooks users only)

This step only applies if you're using QuickBooks Online as your invoicing system. Skip it if you're on SynkedUP Payments.

The job's cost code needs to map to a QuickBooks Service (not a Category). If it's pointing to a Category, the invoice won't create.

Check and update the mapping in System Setup → Cost Codes.

Step 8: Is there anything left to invoice?

If the Not Invoiced amount on the job is $0, everything has already been invoiced — there's nothing for the button to do. Open the Invoicing tab and review the existing invoices for the job. For Per-Visit jobs, confirm you haven't already invoiced the completed visits.