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Invoice Only Access - View Contact History

Users with the Invoice Only (Approve and Pay) role should be able to view historic invoices/credite notes/bills for a customer or supplier within their contact page.

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Rosie Braisted shared this idea  ·   ·  Report…  ·  Admin →
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  • Dina Hartono commented  ·   ·  Report

    Invoice only to be able to see Contacts and activity history in contact. No ability to change financial details.

  • Graham King commented  ·   ·  Report

    ...and the customer details should be correct as on the historc invoices as sent to at the time. i.e. not retrospectively changed if the customer name or address changes