users-and-roles

My user is not able to view the Write Off option in invoices. What permission should I enable for their role?

Here’s how you can enable the Write Off option for your user’s role:

  • 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 Write Off option, and click Edit.
  • In the Sales section, click More permissions against Invoices and check Write Off Invoices.
  • Click Save.

Now, the user will have the required permission to write off invoices.

Note: You will not be able to edit a default role. If you have assigned a default role to your user, you can clone the default role and enable the necessary permissions. Save the new role and assign the created role to your user.

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