Which permissions control the Invoicing module?

Which permissions control the Invoicing module?

Which permissions control the Invoicing module?

Invoicing uses three permission keys. The * wildcard satisfies any of them.

Permission keys

Permission What it gates
billing:view View access to the Invoicing landing page, Invoices, Payments, Student Balances, and the Financial Dashboard. Every invoicing page is wrapped in PermissionGate required="billing:view".
billing:manage The action buttons: Create Invoice, Send Reminder, Record Payment, Void Invoice, issue Refund, and Manage Credits (deposit invoices and offline deposits). Holders of only billing:view see the data but not these actions.
settings:manage The Invoicing Settings page — QuickBooks connection and both the QuickBooks Defaults and Invoicing Defaults forms. The section is wrapped in PermissionGate required="settings:manage".

What each role sees

  • View-only (billing:view) — reads invoices, payments, balances, and the dashboard. No reminders, payments, voids, refunds, or credit actions.
  • Manager (billing:manage, with billing:view) — everything above plus all invoice and payment actions and credit management.
  • Settings (settings:manage) — connects QuickBooks and edits invoicing defaults and QuickBooks account mappings.

Notes

  • Without billing:view, the Financial Dashboard shows You do not have permission to view the financial dashboard.
  • Without settings:manage, Invoicing Settings shows You do not have permission to manage settings.
  • These are the school's own roles for billing its students. They are unrelated to your HangarOS subscription. See [[invoicing-overview]].

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