Permissions

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Invoicing

User access to the Invoicing tool depends on the user's access permission to the contract in the Prime Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Invoicing tool.

Prime Contracts

The following table highlights which user permissions are required to perform the described user action.

Task	None	Read Only	Standard	Admin
Create Payment
Create an Owner Invoice
Edit an Owner Invoice's Configurable PDF View
Email an Owner Invoice

Commitments

The following table highlights which user permissions are required to perform the described user action with the Invoicing tool.

Task	Read Only	Standard
Create Automatic Billing Periods
Create Manual Billing Periods
Create a Payment Issued
Create an Invoice on Behalf of a Subcontractor		¹
Create and Submit an Invoice as a Subcontractor	¹	¹
Create Invoice Contacts
Edit a Billing Period for Invoices
Create a Payment Received
Delete an Invoice
Enable the Payments Issued Subtab
Review Invoices as an Admin
Review Invoice Line Items as an Invoice Contact		²
Submit an Invoice as a Subcontractor		¹

¹ To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Invoice Contact on the commitment. See Add Invoice Contacts to a Commitment.

² To perform this task, users must have 'Standard' permission on the project's Commitments tool or be designated as an invoice contact on the commitment. See Add Invoice Contacts to a Commitment.