How Can I Make an Invoice Private?

Invoice privacy is a feature of InTimeCRM through which an invoice can be made private to the user who created it; however it is not restricted. No other user has the right to view the private invoices till they have given access.

Note: A private invoice can be viewed by the Account Owners, Admins, the user who created the invoice, and the reporting to user.

To make an invoice private:

  1. In the left Navigational Column, click the Sales tab and click Invoices in the drop down list.

  2. In the Invoices page, click New Invoice button.

    Invoice Privacy

  3. In the Template Name drop-down, select a template for the invoice.

  4. In the Invoices page, under the Item section, to make the invoice private, toggle the Invoice Privacy button.The button turns to blue once toggled.

    Invoice Privacy

  5. Click the Save button.

The invoice becomes private for this particular user. Private invoice can be differentiated by a security key icon under list of invoices.

Invoice Privacy

Note: You can also make an existing invoice private. From the Invoices list, under Invoice Id, click on a Invoice ID. Follow the procedure from step 4.

Frequently Asked Questions

Editing Invoices