One of the most common questions from Uku users is: "Why can't I edit this invoice?" Understanding Uku's permission system is crucial for accounting firms where different team members need different levels of access to client billing information.
1. How to Edit an Invoice
If you're trying to modify an invoice and nothing happens when you click on it, follow these steps:
Open the invoice you want to edit
Look for the pencil icon at the top of the invoice
Click the pencil icon to enter edit mode
Make your changes
Save the invoice
2. Understanding Invoice Permissions
Uku has a built-in permission system to control who can view and edit invoices. There are two levels of permissions that 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 possible permission levels for each client:
Admin - Full access to edit invoices, contracts, and all client data
Member - Can work on tasks and track time, limited access to specific 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.
3. How to Check User Permissions
To see what permissions an employee has for a specific client:
Go to Clients from the left sidebar
Find and open the client whose invoices cannot be edited
Click on the "Edit" in the client profile
Review the list of team members and their permission levels under "Member"
Look for the employee in question and check their role
What you'll 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
4. How to Grant Invoice Editing Rights
Change Individual Client Permissions
If an employee needs to edit invoices for specific clients:
Navigate to Clients → Select the client
Click the "Edit"
Find the employee in the list
Click on their current permission level
Select "Admin" from the dropdown menu
Save changes.
5. Company-Wide Billing Settings
If you want employees to manage invoices for all their assigned clients:
Go to Settings & Apps from the main menu
Click on "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)
Save the changes.