Invoicing permissions
The following permission levels are available for the Invoicing module.
L1 - Create estimate
(invoice_edit) |
L2 - Create, collect payments
(invoice_edit_money) |
L3 - Create, collect, lock (submit_invoice) |
L4 - Finance manager
(manage_invoice) |
|
View invoices | x | x | x | x |
Create invoices | x | x | x | x |
Edit invoices | x | x | x | |
Collect deposits/payments
|
x | x | x | |
Submit (lock) invoices
|
x | x | ||
Revise (unlock) invoices | x | |||
Delete invoices | x | |||
Edit invoicing settings | x | |||
Users with no permissions to invoicing will not have access to any of the following functions, including viewing invoices.