This method will allow admins to restrict access and visibility to invoices for Reps using the mobile app.
Step 1: Click on the gear icon next to the name of your business, at the top of the admin portal.
Step 2: Click on the tab under Company Profile marked Other Settings.
Step 3: Scroll down to the Invoices menu and look at the first option, labeled Active. Click on the button to switch this option to Off. This will indicate that you don't want invoices visible to reps.
Step 4: Now simply remember to scroll back up to the top of the menu and click the orange Save button in the top right, which finalize your changes.
Comments
0 comments
Please sign in to leave a comment.