This video highlights a new enhancement that adds permission controls for the auto invoice functionality within the point-of-sale system. It demonstrates how administrators can manage which users are authorized to perform automatic invoicing actions, helping organizations maintain better oversight of billing processes, improve operational control, and reduce the risk of unintended invoicing activity.
How to Grant or Restrict Auto-Invoice Permission for a User
Objective
This SOP explains how to control which users are allowed to auto-invoice orders through User Settings. Use this process to grant the permission only to approved team members and maintain tighter control over invoicing.
Key Steps
Open the User record and locate Permissions 0:00
Navigate to Users and open the relevant User record.
Confirm you are on the Users tab.
Locate the area where user permissions can be managed.
Use this section to control whether the user can auto-invoice orders.
2. Search for the Auto-Invoice permission 0:13
In the Permissions section, use the Search field at the top.
Type Auto to quickly filter the available permissions.
Find the permission labeled Auto-Invoice.
Review the result to ensure you are selecting the correct permission before making changes.
3. Enable Auto-Invoice and save the change 0:27
Select the Auto-Invoice permission.
Click Save to apply the update.
Confirm the user now has the ability to auto-invoice orders.
Use this control to limit invoicing access to approved users and improve process oversight.
Cautionary Notes
Only grant Auto-Invoice permission to users who are authorized to handle invoicing.
Be careful to select the correct permission before saving, since this directly affects billing workflow access.
Changes should be reviewed according to your organization’s approval process for user permissions.
Tips for Efficiency
Use the Search field and type Auto to find the permission faster.
Standardize permission reviews so only designated users receive auto-invoice access.
Periodically audit user permissions to ensure access remains appropriate.