Who can see and change finances and invoices
The Business owner can do everything. A Member needs the Finances permission to see the Finances menu, and the Invoicing permission to see and change invoices and records.
- Software
- Accounting
- Who can do this
- Business owner, Member
- Updated
Business owner
The Business owner can see every financial record, invoice and payment, and do everything with them.
Member
A Member needs permissions, which the Business owner gives in Settings, Members.
- To see Finances in the menu, with Overview: Finances set to Read.
- To see the figures and records of the overview, Sales invoices and Purchase invoices: also Invoicing set to Read.
- To add, change, send, pay, void, copy, import, export and delete: Invoicing set to Write.
Sales invoices and Purchase invoices are part of the Finances menu. Without Finances, a Member doesn’t see them in the menu, even with Invoicing.
Other permissions the finance screens use
- To create a contact from an invoice or expense form, with the plus button: Contacts set to Write.
- To choose one of your bank accounts in the Payment section: Bank set to Read. Without it, the list only offers Other.
- To match a payment to a bank transaction: Bank set to Write, with Invoicing set to Write.
The settings of finances
These tabs of Settings need Invoicing set to Read to open them, and Write to change them:
- Invoice series: the numbering of your invoices.
- Invoice messages: the e-mails sent with invoices.
- Payment categories: the categories of incomes and expenses.
- Invoice design: how your invoices look.
- Payment providers: how clients pay online. Only the Business owner can connect Stripe.
Every Member can open the Invoice items tab. Changing it needs Invoicing set to Write.
What a reader sees
A Member with Invoicing set to Read only can open the lists, filter, search and sort them, and preview each invoice. The Add new and Export buttons don’t show, and the lines can’t be ticked.
- In Sales invoices and Purchase invoices, the actions button (⋮) of a line only offers to preview, open the public link and download.
- In the overview, the lines have no actions button.
A button they may not use doesn’t show.
Your clients
Your clients never see these screens. They only see the page of an invoice you send them. See Let clients pay an invoice online.
Common questions
Why can't a Member export the list?
Export shows only with Invoicing set to Write.
Can a Member restore a deleted invoice?
Yes, with Invoicing set to Write. See Restore a deleted item.
Do the cards of the dashboard follow the same rules?
Yes. The To get paid, To pay, Overdue and Quotes cards of the Dashboard need Invoicing set to Read. Their buttons to add an invoice need Write.