Why can't I change or delete this?

If Tallibook won't let you change something, the message on screen tells you why. Here's what each one means.

"Your books are read-only"

Your free trial ended (or your plan did) and no plan is chosen yet. Everything is still there to open, search and download. Choose a plan in Settings → Plan & billing to add and change things again. See Your free trial, and what happens after.

"… is part of Solo" or "… is part of Pro"

That feature isn't in your current plan. For example, customers and invoices are part of Solo, and meeting notes and team members are part of Pro. Anything you already have stays yours to open and export. See Plans and what each one includes.

"Only the business owner or an admin can do this"

You're a member of the business, and this action is for owners and admins, like downloading reports, voiding an invoice or changing settings. Ask the business owner. See Invite your team for the full list.

Protected records

Some things can't be changed because your tax records depend on them:

• Paid and void invoices can't be edited, and sent invoices can't be deleted (void them instead). See Edit, void or delete an invoice.
• An expense or trip that's on an invoice can't be deleted until you take it off the invoice.
• Income from an invoice payment is changed on the invoice, not in Money.
• Customers with invoices can't be deleted; mark them inactive instead.
• Categories can't be deleted; archive them instead.
• Timeline entries Tallibook added, like "Invoice opened by the customer", can't be deleted.

Not sure which one you've hit? Email hello@tallibook.com with a screenshot.