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User role | Invoice Only - Send receipt for payment

As the Standard user role is required to send a customer receipts for invoice payments or receive money transactions (https://central.xero.com/s/article/Send-a-receipt-to-a-customer), clerical staff assigned this role can view all bank account balances. As most business owners would prefer that bank balances remain confidential, adding the ability to generate customer receipts to the Invoices Only role would alleviate this concern.

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Gene Austin shared this idea  ·   ·  Report…  ·  Admin →
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  • Christopher Le commented  ·   ·  Report

    I refer to CX0015125030 CX0015456777
    I need some staff to have INVOICE ONLY permissions where
    - they can send receipts and invoices
    - they cannot see the bank balance
    - they can only see selected bank accounts to apply payment to

  • Yee Hou Tan commented  ·   ·  Report

    would like to have this feature enabled.

    its illogical someone can mark payments received but cannot send receipts. there is a break in the thought process which i hope xero can fix.

  • Build Energy commented  ·   ·  Report

    Really don't understand why this isn't allowed as a matter of course?! If someone is doing the job of adding payments to invoices, its crazy that they cannot then send the receipt...

  • Henry Allotey commented  ·   ·  Report

    Any response from the xero's team about this issue. I don't think this should be a difficult issue for the developers to handle. If there are any alternatives kindly share. Regards.

  • Travelworld Concierge commented  ·   ·  Report

    We just switched accounting system to Xero. We hv multiple users doing invoicing and receipts. Its ridiculous that the users can enter the payment but NOT print the receipt. Apparently they need to have full access to the company bank accounts to be able to print/send receipts.

    Can Xero please restrict bank account and allow this function in the User setting/role allocation

  • Helen Balaam commented  ·   ·  Report

    A staff member should not need access to bank accounts to send receipts. the payment sits in the invoice - they may even be the person who has entered the payment against the invoice - then to tell the customer they that are unable to issue a receipt when requested, is ludicrous.