Skip to main content

How to Edit an Invoice in Uku

If your team member can't modify an invoice in Uku, it's usually a simple permission issue that takes less than a minute to fix. This guide walks you through the two main reasons why invoice editing might be blocked and exactly how to resolve them.

Maria Müürsepp avatar
Written by Maria Müürsepp
Updated this week

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:

  1. Open the invoice you want to edit

  2. Look for the pencil icon at the top of the invoice

  3. Click the pencil icon to enter edit mode

  4. Make your changes

  5. 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:

  1. Go to Clients from the left sidebar

  2. Find and open the client whose invoices cannot be edited

  3. Click on the "Edit" in the client profile

  4. Review the list of team members and their permission levels under "Member"

  5. 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:

  1. Navigate to Clients → Select the client

  2. Click the "Edit"

  3. Find the employee in the list

  4. Click on their current permission level

  5. Select "Admin" from the dropdown menu

  6. Save changes.

5. Company-Wide Billing Settings

If you want employees to manage invoices for all their assigned clients:

  1. Go to Settings & Apps from the main menu

  2. Click on "Billing" app

  3. Select the "Settings" tab

  4. 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)

  5. Save the changes.

Did this answer your question?