Problem: When creating an invoice, searching for a client returns no results. Verify the client exists in Portal > Clients list Ensure the client's status is "Publish" (active) Check that the client name or email matches your search term (search is case-insensitive) Verify the Invoice Builder search endpoint is not blocked by security plugins Problem: When assigning a client to a user, the change doesn't persist. Verify you have admin capability (manage_options) Ensure the nonce is valid on the form Check that the selected user actually exists in WordPress user list Review WordPress error logs for database update errors Problem: Currency preference dropdown is missing from client form. Verify Multi-Currency plugin is installed and activated Check that at least one currency is configured