How to Manage Credit Note Permissions

This article explains how to manage staff permissions for issuing credit notes.

Step 1: Navigate to Team

Start by logging into your Pabau account using your login credentials. Then, navigate to the Team tab. Click to expand it and select the "Team" sub-tab.

Step 2: Access Staff Member Profile

On the "Team" page, you'll see a list of all your staff members. Select the staff member whose permissions you want to adjust.

NOTE: Credit note permissions are enabled by default.

Step 3: Switch to the Permissions Tab

On the staff member's profile, navigate to the "Permissions" tab to make the necessary adjustments.

To adjust permissions, click the arrow located at the far right side of the feature name to expand the feature you want to modify and it will reveal the available options. In this case, select the "Money" feature.

Step 4: Enable/Disable Credit Note Permissions

A list of all permission settings will appear. Locate the "Credit create Credit Notes" option and toggle it according to your preference:

Active: The staff member can issue credit notes for invoices.
Inactive: The staff member will not be allowed to issue credit notes.

Step 5: Save Changes

Make sure to click "Save Changes" at the top right corner of the page to update the staff member's permissions.

By following these steps, you can manage your staff member's permissions to issue credit notes.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.