Who can create invoices and record payments

Two separate permissions

Billing in IzzyTap rests on two staff permissions:

• The power to create invoices and quotations.
• The power to request payment and mark invoices paid.

A staff member's role decides whether they have each one. If a teammate cannot see a billing button, it is almost always because their role does not include that permission.

Which roles can do it

These roles can both create invoices and quotations and mark invoices paid:

• Administrator (the firm owner).
• Operations manager.
• Case manager.
• Billing officer.

These roles cannot:

• Document officer.
• Support agent.
• AML compliance officer.

So a support agent or document officer will not see the invoicing and payment controls at all, by design.

Where the buttons appear

For a staff member who has the permissions, the controls show up in a few places:

• On a company's Payments tab, the Mark paid button on each unpaid invoice, and the Send invoice and Create quotation buttons.
• Inside a request thread, the option to raise a payment request, which becomes an invoice in the conversation.
• On the firm's Invoices and Quotations pages under Finance.

The money reports are separate

Being able to mark an invoice paid is not the same as being able to open the firm-wide financial reports. Your Accounts, which includes the Receivables and Payments reports and the firm's revenue totals, is only available to the firm owner. So a billing officer can record payments and issue invoices, but will not see the whole-firm accounts and revenue.

Changing what a teammate can do

If someone needs to invoice or take payments and cannot, an administrator can change their role. See staff roles for what each role can do and add a team member for setting the role when you invite someone.