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Who can access billing

Why billing, invoices, and analytics are limited to Owner and Admin roles.

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Written by Jason Praful

Billing-related features are limited to the people who manage your firm, to keep financial information appropriately restricted.

What's billing-gated

  • Billing & subscription — plans and payments.

  • Invoices — creating and managing client invoices.

  • Analytics — firm performance and financial analytics.

Recording expenses remains available to all team members, even though invoicing those expenses is restricted.

🖼️ Image slot — The "Billing Access Required" message shown to members without access.

Who has access

Owner and Admin roles have billing access; regular Members do not. If you need access, ask an Owner or Admin in your firm to grant you an admin role. See Inviting team members and understanding roles.

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