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Jul 23, 2024 11:47 AM UTC
Question

Why can't we see the "customise" function at the bottom of the screen when creating estimate/invoices? enabling us to print/ send custom docs when user is restricted

User has restricted sales

1 reply

Jul 23, 2024 12:51 PM UTC

Hello sam-quinn, thanks for joining the Community

 

Only users with admin-level access (primary or company) have access to view and use Custom form style templates. This is linked to the Customise button on the sales form (invoice and estimate) meaning only admin users will see the function. 

 

To leave feedback for further user permissions, please see the Settings > Feedback in QuickBooks. I'm just a post away if you have further questions or require additional assistance.