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Are there user permissions to manage invoices on Cloud?

A
Written by Ashok P

Yes, there are user permissions to manage invoices on Cloud. These permissions apply to invoices generated for projects, change orders, subscriptions, service contracts, and service calls.

Go to "Settings > Account > Users & Permissions," and click a user group or a user.

Under the "Invoices" permissions group, you will see 2 permissions:

  • Create & manage invoices: Allows the user to create and edit invoices. Without these permissions, the invoices are read-only; the users can share and present them.

  • Delete invoices: Allows the user to delete invoices.

Set one or both permissions to ON for the user or the users in the group.

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