Granular Permissions for Invoice Editing and Payment Processing

Description:

• A customer has requested the ability for technicians to edit invoices and process payments on-site, while not having access to the status of all invoices.

• This feature aims to provide more granular permissions for specific actions related to invoices.

Details:

• Invoice Editing and Payment Processing: Allow technicians to edit invoices and process payments while on-site.

• Restricted Invoice Status Access: Prevent technicians from accessing the status of all invoices, limiting their view to only the invoices they are working on.

• Stripe Integration: Explore the possibility of enabling payment processing through the app with Stripe integration, as a potential solution to meet the customer's needs.

Benefits:

• Enhanced flexibility and efficiency by allowing technicians to complete necessary actions on-site.

• Improved security and data privacy by restricting access to invoice statuses.

Note:

This feature is a suggestion from a customer and is currently under consideration. We will review its feasibility and potential benefits to our platform before proceeding. The current system permissions allow for invoices to be either available or not available, with no granular permissions in place at this time.