How can we provide access to Field Technicians to generate invoices?
- 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
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Click the “Invoice Generation by Field Staff” checkbox to grant permission to field staff to generate 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 the “Invoice Generation by Field Staff” checkbox to grant permission to field staff to generate the invoices