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Can manage Invoices & Recurring Invoices
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Create, Edit, Delete
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Can send emails to customer regarding payments (Paymetn remidner, Over due reminder, Refund),
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Can send SMS to customer regarding payments (Paymetn remidner, Over due reminder, Refund)
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Can record payments
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Can Change Status (Paid, Due, Partially Paid, Cancelled)
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Can create invoice tasks
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Can create invoice reminders
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Can duplicate the invoice to create the new invoice based on the present invoice.
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Upload documents
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Download PDF invoice
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Print Invoice
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Can manage(create, edit, delete, sending emails, SMS, Record Refunds) Credit Notes
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Can manage(create, edit, delete, sending emails, SMS) Quotes
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Can manage(create, edit, delete, sending emails, SMS) Proposals
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Can manage(create, edit, delete, sending emails, SMS) Contracts
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Can manage(create, edit, delete) Products/Items
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Can manage(create, edit, delete, sending emails, SMS) Purchase Orders
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Can manage(create, edit, delete) Contacts & Can give user access to a contact
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Can manage(create, edit, delete) Leads
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Can manage(create, edit, delete) Projects
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Can manage(create, edit, delete) Accounting
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Can manage(create, edit, delete) Orders
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Can manage(create, edit, delete) Tasks
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Can manage(create, edit, delete) Assets Management
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Can manage(create, edit, delete) Quick Notifications
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Can manage(create, edit, delete) Knowledgebase
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Can manage(create, edit, delete) Content Management
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Can manage role permissions
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Can change any setting from Master Settings