The invoice and coupon permissions, and the emails clients get about invoices.
What your team may do with invoices and coupons, and which emails clients get about their invoices.
Overview
This guide lists the invoice and coupon permissions and the invoice emails.
Who Can Access
Agency Admin
Invoice Permissions
Set them in Settings → Roles & Permissions under Invoices. The owner and co-admins can do everything. Limit Invoices by Department shows a member only invoices for their department’s services.
| Permission | What it allows |
|---|
| View Invoices | See the list and invoices |
| Create Invoices | Create invoices |
| Edit Invoices | Edit invoices, addresses and reminders |
| Delete Invoices | Delete invoices |
| Manage Invoice Status | Mark as Paid and Mark as Unpaid |
| Process Refunds | Refund |
| Send Invoice Email | Send to Client and Send Email |
| Duplicate Invoices | Duplicate |
| Download Invoice PDF | Download PDF |
| Manage Payment Links | Copy Payment Link, Share and Payment Link |
| Edit Billing Address | Update Address |
| Bulk Manage Invoices | The bulk bar |
| Export Invoices | Export |
| View Invoice History | The History card and page |
| View Invoice Amount | See amounts; without it they show Hidden |
| View Client Contact | See client email and phone |
Coupon Permissions
Under Services, forms & coupons: View Coupons, Create Coupons, Edit Coupons, Delete Coupons, Manage Coupon Status and Bulk Manage Coupons.
Invoice Emails
| Email | When it goes |
|---|
| Invoice unpaid | Send to Client, Send Email, creating with Send email notification, and Mark as Unpaid |
| Invoice paid | Mark as Paid, or a payment |
| Payment refunded | A refund |
| Payment due receipt | The rest of a partly paid invoice |
| Invoice due soon, due today and overdue | Invoice reminders |
| New invoice | Each subscription renewal |
Edit the wording in Settings → Email Templates. Every email needs its template switched on and your own email server set up.
Frequently Asked Questions
Can a team member manage subscriptions?⌄
They can see subscriptions with View Invoices. Creating and changing them is for the owner and co-admins.
