Invoice Permissions

• 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