Proforma Invoice settings and permissions

Administrators can find financial classifiers under **System Settings → Finance**. Rates, currencies, methods, application clauses, and **document templates** are managed here. Document templates help prepare frequently used texts and terms in advance.

Last updated 20 days ago

General Finance settings control numbering, default terms, pricing and VAT rules, PDF layout, automatic salesperson selection, sending options, and financial date locks. Before changing the number series or calculation rules, consider the impact on new documents.

Within the user role, separately assign permissions for viewing, creating, editing, deleting, and exporting permissions. "View own" typically covers documents created by the user or those where the user is listed as the salesperson. Organizational scope can further restrict the list.

Payment requires the Payments module permissions; conversion requires the Invoices creation permissions; and Tasks, Expenses, and Files are subject to their own permissions. If a button is missing, check the document status, role, organization, and enabled modules.

Was this helpful?

Still need help? Ask the team