My user is unable to void invoices. What permission should I enable for their role?

To allow a user to void invoices, you need to enable the Void invoices permission for their role. You can create a custom role or clone the default one, and assign necessary permissions. Here’s how:

Go to Settings in the top-right corner of the page.
Select Roles under Users & Roles.
Click the + New Role button in the top-right corner or select an existing role for which you want to enable the void option, and click Edit.
In the Sales section, click More Permissions against Invoices and check Void invoices.
Click Save.

Note: Creating custom roles is available only in certain plans of Zoho Books. Visit the pricing page to check if it’s currently available in your plan.

Insight: Apart from enabling the Void invoices permission, you can also enable Communication, Write Off invoices, and Edit and Delete approved invoices permissions, if required, under More Permissions against Invoices in the Role Creation page.

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