General Information

Available User Roles

  • Can manage Invoices & Recurring Invoices

    • Create, Edit, Delete

    • Can send emails to customer regarding payments (Paymetn remidner, Over due reminder, Refund),

    • Can send SMS to customer regarding payments (Paymetn remidner, Over due reminder, Refund)

    • Can record payments

    • Can Change Status (Paid, Due, Partially Paid, Cancelled)

    • Can create invoice tasks

    • Can create invoice reminders

    • Can duplicate the invoice to create the new invoice based on the present invoice.

    • Upload documents

    • Download PDF invoice

    • Print Invoice

  • Can manage(create, edit, delete, sending emails, SMS, Record Refunds) Credit Notes

  • Can manage(create, edit, delete, sending emails, SMS) Quotes

  • Can manage(create, edit, delete, sending emails, SMS) Proposals

  • Can manage(create, edit, delete, sending emails, SMS) Contracts

  • Can manage(create, edit, delete) Products/Items

  • Can manage(create, edit, delete, sending emails, SMS) Purchase Orders

  • Can manage(create, edit, delete) Contacts & Can give user access to a contact

  • Can manage(create, edit, delete) Leads

  • Can manage(create, edit, delete) Projects

  • Can manage(create, edit, delete) Accounting

  • Can manage(create, edit, delete) Orders

  • Can manage(create, edit, delete) Tasks

  • Can manage(create, edit, delete) Assets Management

  • Can manage(create, edit, delete) Quick Notifications

  • Can manage(create, edit, delete) Knowledgebase

  • Can manage(create, edit, delete) Content Management

  • Can manage role permissions

  • Can change any setting from Master Settings

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