This article explains how to provide users with the correct permissions to access, create, edit, and manage invoicing features in Rocketlane. These permissions determine what each role or user type can perform within the invoicing workflow.

Overview

Rocketlane provides granular invoicing permissions so you can control who can view invoices, update invoice details, request approvals, manage billing schedules, and modify invoice field settings. You can assign these permissions to any user type through the Permissions section in Settings.

How to Access Invoicing Permissions

1. Navigate to Settings

2. Select Permissions

3. Choose the user type you want to configure

4. Scroll to the Invoicing section

You will see a list of invoicing permissions that can be adjusted based on responsibility and access needs.

Invoicing Permission Levels

Several permissions support access at different scopes. When a permission has a scope selector, you can click Global to choose from the available options:

Scope Options

Invoice Access and Action Permissions

Below is a complete list of invoicing actions you can enable for a user type.

Access and Creation

• Can access invoices

• Can create and edit invoices

Approval Workflow Permissions

• Can request approvals on invoices

• Can edit approval requests on invoices

• Can approve or reject approval requests assigned to them

• Can approve or reject any approval requests on invoices

Status Management

• Can manually override invoice status to approved

Financial Record Management

• Can create and manage payment records

• Can create and manage write-off records

Invoice Control

• Can void an invoice

• Can delete an invoice

Each of the above permissions supports scope configurations.

Billing Events and Billing Schedules

The following permissions apply when working with billing events or project billing schedules.

• Can view billing events for the project

• Can create and manage billing events for the project
  Users with this permission can manage billing events, create billing schedules manually, or import billing schedule templates.

Invoice Settings Permissions

These permissions define who can configure invoice-related settings across the workspace.

• Can manage invoice essential settings

• Can manage approval workflows

• Can manage invoice custom fields

Managing Invoice Fields

Users with the appropriate permissions can:

• Create new invoice fields from the settings page

• Edit existing invoice fields
  (For example, disable a field, show or hide a custom field on the invoice PDF, add or remove options from a multi-select field, or move fields across sections)

• Delete invoice fields

• Create and manage invoice field sections
  (Users can create new sections, rearrange them, or delete them)

Billing Schedule Templates

• Can manage billing schedule templates