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fredjfleury
Level 1

I am FULL ADMIN and can use "Customised Invoices" which we have set up however my users/employees do not have customised Invoices

 
1 Comment 1
RazzieE
QuickBooks Team

I am FULL ADMIN and can use "Customised Invoices" which we have set up however my users/employees do not have customised Invoices

Welcome to the Community, @fredjfleury.

 

To give your employees the ability to use or edit customized invoices, you'll need to adjust their user permissions. You can either grant them Standard access or create a Custom Role for more specific control.

 

Change to a Standard User

 

  1. Click the Gear icon and select Manage users.
  2. Find the employee in the list and click Edit.
  3. Select the Roles tab and choose Standard all access.
  4. Once done, click Save changes.

 

Create a Custom Role for Advance users only

 

  1. Go to the Gear icon and click Manage users.
  2. Find the employee in the list and click Edit.
  3. Select the Roles tab and click Add new role.
  4. Give the role a name.
  5. Under Sales, check the box for Invoices. Ensure Create and Edit permissions are selected.
  6. Once done, click Save changes.

 

Repeat these steps for any other employees who need access. Once updated, they’ll be able to select and apply your customized templates directly from the Customize menu on any invoice.

 

If you have follow-up questions, please don't hesitate to click the reply button!