User roles and their access to sales in Xero

Use this page to compare user roles and their access to the sales section (invoices, quotes, credit notes) of Xero Business Edition.

Sales invoices user role comparison

Full accessLimited access
 AdviserStandardIO + Approve and PayIO + SalesIO + DraftRead Only
Draft sales invoices Image of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-
View and edit sales invoices you createdImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-
View sales invoices created by othersImage of a check markImage of a check markImage of a check markImage of a check mark-Image of a check mark
Edit sales invoices created by othersImage of a check markImage of a check markImage of a check markImage of a check mark--
Copy or delete sales invoices you createdImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-
Copy, delete or void sales invoices created by othersImage of a check markImage of a check markImage of a check markImage of a check mark--
Approve invoices Image of a check markImage of a check markImage of a check markImage of a check mark--
Record payment on invoices Image of a check markImage of a check markImage of a check markImage of a check mark--
Recode invoicesImage of a check mark-----
Email invoices Image of a check markImage of a check markImage of a check markImage of a check mark--
Print invoices Image of a check markImage of a check markImage of a check markImage of a check mark-Image of a check mark
View online invoices Image of a check markImage of a check markImage of a check markImage of a check mark--
Send statementsImage of a check markImage of a check markImage of a check markImage of a check mark--
Create a batch depositImage of a check markImage of a check markImage of a check markImage of a check mark--
Edit a batch depositImage of a check markImage of a check mark----
View debtors list/pie chartImage of a check markImage of a check markImage of a check markImage of a check mark-Image of a check mark

Invoice Only + Purchases Only user role has no access to sales invoices.

Quotes user role comparison

Full accessLimited access

 

AdviserStandardIO + Approve and PayIO + SalesIO + DraftRead Only
Draft and revise quotes you createdImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-
Revise quotes created by othersImage of a check markImage of a check markImage of a check markImage of a check mark- -
View quotes you createdImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-
View quotes created by othersImage of a check markImage of a check markImage of a check markImage of a check mark- Image of a check mark
Email quotesImage of a check markImage of a check markImage of a check markImage of a check mark- -
Print quotes PDFsImage of a check markImage of a check markImage of a check markImage of a check mark-Image of a check mark
Mark quotes as acceptedImage of a check markImage of a check markImage of a check markImage of a check mark- -
Copy quotes to invoices or new quotes*Image of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-
Create invoices from quotes*Image of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-
Delete quotes*Image of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-

* Users with the Invoice Only + Draft user role can only take these actions for quotes they create.

Invoice Only + Purchases Only user role has no access to quotes.

Customer credit notes user role comparison

Full accessLimited access

 

AdviserStandardIO + Approve and PayIO + SalesRead Only
Create and approve customer credit notesImage of a check markImage of a check markImage of a check markImage of a check mark-
View customer credit notes created by othersImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark
Edit, delete or void customer credit notes (own or others')Image of a check markImage of a check markImage of a check markImage of a check mark-
Allocate credit to invoices and refund customer credit notesImage of a check markImage of a check markImage of a check markImage of a check mark-
Recode customer credit notesImage of a check mark----
Email customer credit notesImage of a check markImage of a check markImage of a check markImage of a check mark-
Print customer credit notesImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark
View debtors list/pie chartImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark

The following roles have no access to customer credit notes:

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