Recurring Payment Permissions

• Can view recurring payments

• User can view Lists → Recurring Payments

• User can see payment status (active, paid, finished, unpaid, cancelled, or past due)

• This permission is required for all further settings in this category

• Can create recurring payments

• User can create recurring payments on a client timeline

• Can edit recurring payments

• User can edit recurring payments on the client when manually adding them

• Can cancel recurring payments

• User can cancel active recurring payments on a client timeline

• Can delete recurring payments

• User can delete recurring payments on a client timeline

• Can change settings

• User can edit Lists → Recurring Payments → Settings

• For example, user can set up new recurring payments