--- title: Why can't I save customers and items or copy invoices? description: Explains why saved customers, saved items and copy invoice are not available on a no-charge invoice portal account, and how to get them back. --- [Skip to content](https://knowledge.qvalia.com/locked-features#main-content) - [English](https://knowledge.qvalia.com/locked-features) - [Svenska](https://knowledge.qvalia.com/sv/varfor-kan-jag-inte-spara-kunder-och-artiklar-eller-kopiera-fakturor) English Show submenu for translations [Submit a ticket](https://knowledge.qvalia.com/kb-tickets/new?hsLang=en) [Customer portal](https://servicedesk.qvalia.com/tickets?hsLang=en) ![Qvalia Logo New Blue transparent.png\]](https://knowledge.qvalia.com/hs-fs/hubfs/Qvalia%20Logo%20New%20Blue%20transparent.png?height=24&name=Qvalia%20Logo%20New%20Blue%20transparent.png) Open main navigation Close main navigation - - [English](https://knowledge.qvalia.com/locked-features) - [Svenska](https://knowledge.qvalia.com/sv/varfor-kan-jag-inte-spara-kunder-och-artiklar-eller-kopiera-fakturor) English Show submenu for translations - [Submit a ticket](https://knowledge.qvalia.com/kb-tickets/new) - [Customer portal](https://servicedesk.qvalia.com/tickets) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge base](https://knowledge.qvalia.com/?hsLang=en) 2. [Account](https://knowledge.qvalia.com/account?hsLang=en) # Why can't I save customers and items or copy invoices? ## You log in as usual, but can no longer select saved customers or items and the option to copy an earlier invoice is missing. These features are included from Connect Small. Historical invoices are not affected by the feature level of your plan. - **Saving customer records**, **saving products and items** and **copying an earlier invoice** require a subscription from **Connect Small**. - If you registered at no charge after a customer referred you to Qvalia as its invoice portal, you can still invoice that customer, but you enter customer and item details again for each invoice. - You upgrade yourself: **Settings → General settings → Plans & billing → Connect Small**. Connect Small costs EUR 9 per month. - If a customer referred you to Qvalia, you can send an unlimited number of invoices to the referring company. The exception applies to that invoice portal relationship, not to general use of the account. Prices exclude VAT. VAT is added where applicable. ### What moved, and what stayed Feature No-charge invoice portal account Connect Small Save customer records No Yes Save products and items No Yes Copy an earlier invoice No Yes Receive electronic orders via Peppol Yes (added in the same change) Yes Messages per month As shown for the account 25 Invoices to the company that referred you Unlimited Unlimited A **message** is an invoice, but also a credit note, a received electronic order, an order response or similar. Your invoice history is not affected. An empty customer list in the customer step of the invoice flow reflects the same change: the customer record is no longer included in your plan, and the details you enter for a single invoice apply to that invoice. ### How to upgrade to Connect Small 1. Log in at https://app.qvalia.com 2. Click the **Settings** cog in the top right corner. 3. Go to **General settings → Plans & billing**. 4. Select **Connect Small** and complete the payment. Three things that often surprise people: - **Your current level cannot be clicked.** Only plans you can switch to are selectable. That is how you can tell what the account is on today. - **Payment is by card.** Paying for an upgrade against an invoice is not possible today. - **The price is per company, not per login.** If you hold several companies under one login, for example as an accounting firm, each company that needs Connect Small is upgraded separately. The full plan overview is at https://qvalia.com/pricing/ (Swedish: https://qvalia.com/se/priser/). ### Did a customer set you up here? Many accounts exist because a customer uses Qvalia as their invoice portal and refers their suppliers here. If that is your situation, two things are worth knowing before you consider paying: - Invoices to the company that referred you do not count against the general message allowance. - What you pay for is convenience in your own work, not the ability to invoice. Stored customer and article records save time if you invoice often or to several recipients. In other words, if you invoice only that one customer, and not very often, you do not need to upgrade at all. ### If you prefer not to upgrade If you registered through a customer's invoice portal, you can continue without a subscription and send invoices to that company. You enter the recipient details and invoice lines again each time. Use towards other recipients is subject to the message allowance shown for your account. ### Common obstacles on the way to upgrading **You cannot find Plans & billing.** The view is shown to users with the **admin** role. Without it you see a settings menu that lacks the option, with no explanation in the interface. Ask the administrator of the account to carry out the upgrade, or to grant you admin access. **You are returned to the login screen and do not reach payment.** Try a different browser or a private window, then start the upgrade again from **Plans & billing**. Contact support if the problem persists. **You have paid but the new plan is not active.** Reload the browser. If the plan is still not shown as active, contact support with the payment date and company registration number. ### If it still does not work - **Check one last time:** which plan is shown as active under **Settings → General settings → Plans & billing**, and whether you are logged in to the right company if you hold several. - **Have this ready when you contact support:** the organization number of the company concerned, the plan you expect to be on, what you were doing when it stopped, the date of any payment, and a screenshot of what you see. - **Contact support:** through the support form at the bottom of https://qvalia.com or at help@qvalia.com. Phone support is not included for customers without a subscription. - [General](https://knowledge.qvalia.com/general?hsLang=en#main-content) - [Peppol](https://knowledge.qvalia.com/general?hsLang=en#peppol) - [Partner](https://knowledge.qvalia.com/partner?hsLang=en) - [Logs and monitoring](https://knowledge.qvalia.com/logs-and-monitoring?hsLang=en) - [Integrations](https://knowledge.qvalia.com/integrations?hsLang=en) - [Invoice management](https://knowledge.qvalia.com/invoice-management?hsLang=en) - [Order management](https://knowledge.qvalia.com/order-management?hsLang=en) - [Data management](https://knowledge.qvalia.com/data-management?hsLang=en) - [Security and compliance](https://knowledge.qvalia.com/security-and-compliance?hsLang=en) - [Account](https://knowledge.qvalia.com/account?hsLang=en) - [Troubleshooting](https://knowledge.qvalia.com/troubleshooting?hsLang=en) [![Chill listening crop-3](https://knowledge.qvalia.com/hs-fs/hubfs/Qvalia%20Logo%20New%20Blue%20transparent.png?width=107&height=24&name=Qvalia%20Logo%20New%20Blue%20transparent.png "Chill listening crop-3")](https://qvalia.com/) Knowledge base Copyright © 2025, Qvalia