Invoices Permissions

Permission name

Function

Edit incoming invoice

To edit an invoice and invoice lines section on an incoming invoice screen.

Edit invoice deposit

To see the Edit button on the command line for a deposit and to be able to edit the deposit information.

Edit outgoing invoice

To edit an invoice and invoice lines section on an outgoing invoice screen.

Edit payment agreement

To allow users to create and edit Payment agreements on the Payment agreements tab on an Invoice.

Generate invoice document

To see the document generation icon on the command line of an invoice in the Invoices list on the Invoices screen and be able to generate a invoice document.

Send invoice email

To see the email icon on the command line of an invoice in the Invoices list on the Invoices screen and be able to send the invoice as an email attachment.

View incoming invoice

To see the Invoices tile on the Home screen and view information on the Incoming invoice tab on the Invoices screen.

View invoice deposit

To see the Invoices tile on the Home screen and view information on the Deposit tab on the Invoices screen.

View outgoing invoice

To see the Invoices tile on the Home screen and view information on the Outgoing invoice tab on the Invoices screen.

View payment agreement

To allow users to view the Payment agreements tab on an Invoice.