Access and permissions
Which permission each Billing screen needs, who may see and change what, and the rules that keep people from approving their own work.
On this page (8)
Permissions by screen
| Screen | Menu | Permission needed |
|---|---|---|
| Billing overview | Billing > Overview | billing.view |
| To invoice (backlog) | Billing > Customers > To invoice | billing.view (list), billing.manage (create) |
| Customer invoices | Billing > Customers > Invoices | billing.view |
| Credit notes | Billing > Customers > Credit notes | billing.view |
| Refunds | Billing > Customers > Refunds | billing.view; approve needs billing.refund.approve |
| Recurring contracts | Billing > Customers > Recurring invoices | billing.view / billing.manage |
| Vendor bills | Billing > Vendors > Bills | billing.view |
| Debit notes | Billing > Vendors > Debit notes | billing.view |
| Waiting for approval | Billing > Approvals | billing.view; deciding needs billing.approve |
| Billing record | Billing > open any invoice / bill / note | billing.view; edit billing.manage; post document.invoice |
| Invoice register | Billing > Reporting > Invoice register | billing.view |
| Tax bridge | Billing > Reporting > Tax bridge | billing.view |
| Correction chain | Billing > Reporting > Correction chain | billing.view |
| Instalments due | Billing > Reporting > Instalments due | billing.view; hand-off billing.manage |
| Grouping policies | Billing > Configuration > Grouping policies | billing.view; changes billing.configure |
| Approval policies | Billing > Configuration > Approval policies | billing.configure |
| Correction reasons | Billing > Configuration > Correction reasons | billing.configure |
| Issue profiles | Billing > Configuration > Issue profiles | billing.configure |
| Revenue recognition | Billing > Configuration > Revenue recognition | billing.configure |
| Billing features | Applications > Billing > Features | Company admin (configuration rights) |
| Billing fields | Applications > Billing > Fields | Company admin |
| Invoice document | Sales > Invoices / Purchase > Bills (Open document) | document.view / document.invoice |
All Billing screens
| Rule | What the system does |
|---|---|
| View only | Lists and records open; no Edit, Send, Approve, Post, Credit, Refund, New; API writes refused 'You do not have permission for this action.' |
| Company isolation | Not found; lists show only company A; a contact/product/reason of company B is refused |
Billing record
| Rule | What the system does |
|---|---|
| Maker cannot approve own invoice | Refused: 'Somebody other than the person who prepared this invoice must decide it.' |
| Post needs document.invoice | Try Post |
| Posted invoice is immutable | Edit header, edit lines on the document, re-run approval |
| Approval tied to content | Approval voided ('changed since'); posting refused |
Refunds
| Rule | What the system does |
|---|---|
| Requester cannot approve own refund | Refused: 'Somebody other than the person who prepared this refund must decide it.' |
Any billing master
| Rule | What the system does |
|---|---|
| Author cannot activate own policy | Refused: 'Somebody other than the person who prepared this <kind> must decide it.' |
Applications > Billing
| Rule | What the system does |
|---|---|
| Feature switches need two people | Refused; a second admin must approve |
| Legal snapshot protected | Locked - cannot be switched off |
Audit
| Rule | What the system does |
|---|---|
| Every billing command audited | Audit rows billing.* with actor and changes, written in the same transaction (a refused command leaves none) |
Not done
| Rule | What the system does |
|---|---|
| Self-billing / evaluated receipt settlement / OCR | N/A expected - not built (feature shows Planned) |
| Down payment as a liability; deposit policies (M08) | N/A expected - IMPLEMENTATION.md says it posts to revenue; note what happens |
| Disputes, write-offs and dunning from Billing | N/A expected - live in Accounting; only the collections hand-off event links them |
| Recurring line grid; invoices posted before Billing | N/A expected - lines are JSON; old invoices have no snapshot or instalments |
| Backlog speed | Expected slow (~7 s on 1,400 orders) and capped at 300 orders - note the time |