How to Edit an Invoice in Uku
TL;DR: If a team member cannot edit an invoice in Uku, the issue is almost always a permission setting. Grant Admin rights at the client level or enable the correct billing permission in Settings & Apps to resolve it within a minute.
Who can do this
Company administrators can change all permission settings.
Users with Admin rights for a specific client can edit that client's invoices.
How to Edit an Invoice
If nothing happens when you select an invoice, follow these steps:
Open the invoice you want to edit.
Select the pencil icon on the invoice header.
Make your changes in edit mode.
Select Save to apply your changes.
Understanding Invoice Permissions
Uku uses a permission system to control who can view and edit invoices. Two levels determine invoice editing access.
Client-Level Permissions
To edit a client's invoices, an employee must have Admin rights for that specific client. There are two permission levels for each client:
Admin -- Full access to edit invoices, contracts, and all client data.
Member -- Can work on tasks and track time, but has limited access to client information only.
Company-Level Billing Settings
Your company administrator can also set global permissions that affect who can manage invoices across all clients. These settings are configured in Settings & Apps > Billing > Settings.
How to Check User Permissions
To see what permissions an employee has for a specific client:
Go to Clients from the main navigation.
Find and open the client whose invoices cannot be edited.
Select Edit in the client profile.
Review the list of team members and their permission levels under the Members section.
Locate the employee in question and check their role.
What you will see:
If the employee has Admin next to their name, they should be able to edit invoices.
If they have User, they cannot edit invoices.
How to Grant Invoice Editing Rights
Change Individual Client Permissions
If an employee needs to edit invoices for specific clients:
Navigate to Clients and select the client.
Select Edit.
Find the employee in the members list.
Select their current permission level.
Choose Admin from the dropdown menu.
Select Save.
Company-Wide Billing Settings
If you want employees to manage invoices for all their assigned clients:
Go to Settings & Apps from the main menu.
Select the Billing app.
Select the Settings tab.
Enable one of these options:
Allow managers to view and create customer contracts and invoices -- Client admins can manage their clients' invoices.
Allow members to view and create their client invoices -- All members can create and adjust invoices for their clients.
Allow members to view their client invoices -- Read-only access (members can see but not edit).
Select Save.
Troubleshooting
The pencil icon does not appear on the invoice. You do not have Admin rights for this client. Ask your company administrator to upgrade your permission level for the client.
Permission was changed to Admin but the user still cannot edit invoices. Check company-level billing settings in Settings & Apps > Billing > Settings. A global restriction may override client-level permissions.
A new team member cannot see any invoices at all. The team member may not be added as a member to the client. Open the client profile, select Edit, and add them under the Members section.
Invoice fields are greyed out in edit mode. The invoice may already be finalized or sent. Check the invoice status and, if needed, contact your company administrator about whether finalized invoices can be re-opened.