How to enable Invoicing Permissions

How to enable invoicing capabilities for users

Weston Zimmerman avatar
Written by Weston Zimmerman
Updated over a week ago

You can restrict who can and can't invoice your customers by setting up their user account with the Invoicing Permission. You can do this by defining permissions for a Role, and then assigning that Role to a User.

Follow along with this tutorial to see how it's done.

Step by Step:

Step 1:

First of all, go to your My Company settings.

Step 2:

Scroll down to the Roles section on the My Company page and click on the role for which you want to edit permissions.

Step 3:

This generates a popup. Turn the toggle on or off to show or hide pricing information and hit Save.

Step 4:

Next, go to Users on the main menu and select the User whose permissions you wish to edit.

Step 5:

Turn on the toggle for the role which you want the user to have, with the desired permissions.

Step 6:

Hit Save.

That's it!

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