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How to access Invoicing Module?

The three sections of the Invoice Module, i.e. the Invoice Creator, Invoice Manager and Invoice Payments, are accessed directly through the Navigation bar at the top of the application.


Access can only be granted to Advanced Users, of the type 'Tasks / Bookings / Rates’. If a Tab is missing please go to the Toolbox > Settings > Display > Module Bar Setup and select Invoice Payments, Invoice Manager and Invoice Creator to be shown.
By enabling the user permission Invoice Module Access, they get access to the Invoice Creator, and by enabling the Access Invoice Manager permission, they also get access to the Invoice Manager.



Access to Invoice Payments will be available for those Users with these two permissions enabled, after it is activated in the Server Setup > Financial Tab.


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