Choose how much Invoicing access Admins, Managers, and Employees should have. These permissions help protect customer and financial information.
Open Roles & Permissions
Open Settings.
Select Invoicing.
Find Roles & Permissions.
Select the role you want to update.
Choose an access level
Select one of the following:
Full Access — can create, view, edit, and send all invoices.
Create Drafts Only — can create and edit Draft invoices but can’t send them.
View Only — can view invoices but can’t create or edit them.
No Access — can’t access Invoicing.
5. Select Select.
6. Review the updated permission.
7.Select Save.
Default access
Admins have Full Access by default. Managers and Employees have No Access unless an Admin changes their permissions.
Review access carefully before allowing another role to view or manage invoices.
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