📝 Unable to manually type Credit Note Invoice Reference

Aaron
Aaron
  • Updated

If the user is trying to manually raise and produce a credit in Workshop > Invoicing > Raise Credit, the user will need to enter in an invoice reference number within the 'Reference' field as shown below:

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However sometimes this Reference field will not be visible for the user to type into. The reason for this is because there is a separate access level required for this field to be visible.

In order to set the access level limit for a user to be able to have access to the Invoice Reference box, go to Workshop > Parameters > Parameters > Access Levels. As highlighted below the department requires a workshop access level of 80 or above to be able to have a visible Invoice Reference Box. 

This access level can be altered higher, or lower via this screen. Alternatively, the individual user's access level can be amended to a Workshop access level of 80 or above within Administration > User Admin - Users Tab.

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