How to enable invoices access to Field Technician?
- First, tap on your username on the top right of your screen
- A dropdown will open up, and click on “Company Settings”
- Click on “Invoice” to open up the settings of invoice generation
- Click on the checkbox of “Invoices Visible to Field Staff” to grant permission to field staff to see the invoices
Here are the steps for Web:
Step 1: First, tap on your username on the top right of your screen
Step 2: A dropdown will open up, and click on “Company Settings”
Step 3: Click on “Invoice” to open up the settings of invoice generation
Step 4: Click on the checkbox of “Invoices Visible to Field Staff” to grant permission to field staff to see the invoices