This permission gives a user the ability to:
Enter sales (invoices, sales receipts).
Create estimates and generate invoices from estimates.
Apply reimbursable expenses to sales.
Do progress billing.
Receive and deposit customer payments.
Enter returns (credit memos).
Apply finance charges to late payments.
Access customer and job information in the Customer Center.
Maintain the Customer Type, Job Type, Customer Messages, Payment Method, and Ship Via lists.
Use the accounts receivable register and individual customer registers.
Customize the look of sales forms.
Print sales forms and mailing labels. To allow printing, you must select
either Full Access or Create and print transactions under Selective
Create accounts receivable, sales, and customer reports. To allow access to
these reports, you must select either Full Access or Create transactions
and Create Reports under Selective Access.
Enter statement charges and prepare statements. To allow this, you must
select either Full Access or Create and print transactions under
See and print all associated sales and accounts receivable information in the Customer Center and Vendor Center.
Important: This permission does not provide the ability to change or
delete previously-recorded transactions. You can assign permission to change
and delete transactions when you come to the window titled "Changing or