My user is not able to view the Write Off option in invoices. What permission should I enable for their role?
Here’s how you can enable the Write Off option for your user’s role:
- Go to Settings in the top-right corner of the page.
- Select Roles under Users & Roles.
- Click the + New Role button in the top-right corner or select an existing role for which you want to enable the Write Off option, and click Edit.
- In the Sales section, click More permissions against Invoices and check Write Off Invoices.
- Click Save.
Now, the user will have the required permission to write off invoices.
Note: You will not be able to edit a default role. If you have assigned a default role to your user, you can clone the default role and enable the necessary permissions. Save the new role and assign the created role to your user.