Invoice Permissions
Invoice Permissions control the Invoices tab on the Client Timeline and the Lists → Invoices tab.
• Can view Invoices
• User can view invoices in Read Only Mode
• This permission is required to view Lists → Invoices and Client Timeline → Invoices. These options are hidden if this permission isn't checked.
• IMPORTANT: This permission is overridden if Hide appointment prices is checked in the Special Permissions section.
• This permission is required for all further settings in this category
• Can create invoices
• User can create invoices
• When creating on an appointment, this is all that is needed to charge a client
• Note: The Can issue invoices permission must also be granted so the client can pay the invoice
• Note: The Can edit invoices permission is needed if the invoice is not associated with an appointment
• Can issue invoices
• User can issue the invoice
• An invoice cannot be paid until it is issued
• An invoice cannot be sent to a client until it is issued
• Once issued, an invoice cannot be returned to a draft state
• Can edit invoices
• User can edit an invoice
• When a user adds an invoice on an appointment, the system uses the system settings, which allow the user to override those settings
• This permission is not required when creating an invoice on an appointment
• This permission is required when creating an invoice not assigned to an appointment
• Can cancel invoices
• User can cancel invoices
• Invoices marked Paid cannot be cancelled; they must be refunded first
• Can delete invoices
• User can delete an invoice
• An invoice paid by a Credit Card/merchant cannot be deleted
• Recorded/offline payments must be removed before you can delete the invoice
• Can charge invoices
• User can manually charge a client's credit card on file
• Can refund invoices
• User can issue refunds
• Can send invoice reminders
• User can send an invoice reminder on the invoice
• To do so, open the Invoice and click Actions → Send Reminder
• Note: Currently, issuing a Reminder does not extend the invoice expiration date!
• Can change invoice settings
• User can edit the Lists → Invoices → Invoice Settings pages
• Can edit paid invoices
• User can edit the invoice information after it's in a paid status
• If a user edits a paid invoice to less then what was paid, PracticeQ will automatically issue a payment credit. It will take the difference from the invoice and add it to the credit balance. Therefore, it's best to adjust the amount paid before amount due.
• Can manage all invoices
• User can manage invoices for all clients