How do I manage access to invoice data?

Full control of who can access invoice information!

Customers may manage user permissions by accessing the Profile page and editing the Invoice permissions for each user.

Individually-selectable (per-user) options include:

  • View Invoices -- Invoices can be viewed but not edited.
  • Edit Invoices -- Invoices can be viewed and edited.
  • View Invoice Items -- Invoice items can be viewed but not edited.
  • Edit Invoice Items -- Invoice items can be viewed and edited.

invoice permissions