Make Invoice Settings accessible from Invoices Summary page
If I need to make changes to the invoice settings from within the invoice page, there's no way to access the settings. In fact, it was pretty hard to find the invoice settings at all! Please put a direct link from the Invoice summary page to the Invoice Settings. (I agree with another suggestion that access to Invoice Settings should be controlled by role type).
Natalie Ford
shared this idea
Good to hear you've an existing idea you'd like to support too around access to settings, Natalie. Currently only the Standard or Advisor roles will have access to Invoice Settings - more on this here.
When it comes to accessing Invoice Settings from sales, while it's not available from the list view of invoices, you'll find if you have the right role you can jump across from an individual invoice by clicking the 3 dots in the top right of the page - see my pic below.
Does this accomplish what you're after here?
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Natalie Ford
commented
Hi Kelly,
Thanks for this helpfu eply. It seems I was on "classic invoicing", so did not have this layout or menu option. When I clicked "switch to ne winvoicing", I got the view you show in your screenshot and now also have access to the setting from the three-dots menu.
This indeed resolves my request!
Thank you very much.