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  1. Invoice Only User Permissions: Add Payment Services

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    1 comment  ·  For accountants & bookkeepers  ·  Admin →
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    Frances Gallagher commented  · 

    Hi Kaitlin

    I appreciate your response. Since this user sends all invoices to clients, is it possible to include a payment tab on the invoices. (see attached just like mine) Payment allocations and receipt sending are not done by this user. To facilitate a prompt payment, we simply need the payment tab to be sent with the invoice. This user doesn't need to have access to bank account information, reports etc.

    Looking forward to hearing from you.

    Kind Regards,
    Frances Gallagher.