# 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.

## “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](https://www.skileo.com/help/en/let-clients-pay-invoices-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](https://www.skileo.com/help/en/restore-deleted-items).

### 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”.

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https://www.skileo.com/help/en/who-can-see-finances · Updated: 2026-11-05