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
  • 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