Allow me to join the conversation and answer your question about limiting a user in QuickBooks Payment to email invoices only.
The steps given by my colleague @RoseMarjorieA will allow you to select a role for this certain user. You’ll have the option to choose what they can see and do.
Listed below are roles that would determine the access they’ll have in your account:
• Full Admin: Can access any page or feature available to the account.
• Limited Admin: Can manage users except for full admins. Can’t add accounts or services.
• Full User: Can access payments, reports, and statements. Can’t view account management pages.
• Limited User: Can access payments. Can’t access the merchant service center.
You may also modify or change access permissions by locating the user and clicking their role. From the drop-down that appears, select a new role.