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ljosel
Level 2

Company employee can't access different invoice templates

We've created separate invoice templates, one for Services and another for Products.  We access them from the "Customize" button that appears on the bottom of the Invoice screen.

One of our employees, whose access on QBO is limited to Customer info, including the ability to create invoices, does not see the "Customize" button and therefore cannot select which invoice template will be used.  Invoices she creates use a generic template (although it has the correct company info, including the logo) that isn't one of the ones we've created for Services or Products.

Any idea how she can use those templates??

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