Billing permissions

• Only Company Owners and Company Admins can change billing permission toggles.
• Toggles apply company-wide and affect what every Company Member can see and do in the Billing module.
• For non-permission billing settings (rounding, invoice dates, numbering, email delivery, PDF grouping), see Billing settings.

1. Click Settings & Apps from the main navigation.
2. Open the Billing app.
3. Go to the Settings tab and scroll to Member rights.
4. Make your changes and click Save.

Uku has two independent permission axes that interact in billing:

• Company role — Company Owner, Company Admin, or Company Member. Set via the Administrator checkbox on the member profile.
• Client permission — Client Admin or Client Member on a specific client. Set under the client profile > Members tab.

Company Owners and Company Admins bypass all billing permission toggles — they always have full billing access. The toggles only affect Company Members. Within Company Members, some toggles apply to all Company Members, while toggle 1 applies only to those who also hold Client Admin permission on the specific client in question.

When enabled, a Company Member who holds Client Admin permission on a client can:

• View and create contracts for that client
• View and create invoices for that client
• Export invoices for that client
• Edit invoice rows on that client

This capability is scoped to the specific clients where the user holds Client Admin permission — it does not grant company-wide billing access. Without this toggle, only Company Owners and Company Admins can work with contracts.

Note on UI wording: The toggle label uses “managers” as shorthand for “Company Members with Client Admin permission on the client.” There is no Manager company role in Uku — the three company roles are Company Owner, Company Admin, and Company Member.

When enabled, all Company Members (regardless of client permissions) can:

• View invoices on clients they are assigned to
• Create new invoices on those clients
• Export invoices

This does not grant access to contracts.

The most restrictive option. When enabled, Company Members can view invoices on clients they are assigned to but cannot create, edit, or export them. Read-only access only.

When this toggle is on, only Company Owners can create or edit products in Billing. Company Admins lose access to product management when this setting is enabled.

When enabled, Company Members can email finalised invoices directly to clients from Uku. Works in combination with the other permission toggles — a Company Member needs at least view-and-create access (toggle 2) to have an invoice to send.

Action	Company Owner	Company Admin	Member + Client Admin (toggle 1 on)	Member (toggle 2 on)	Member (toggle 3 on)
View contracts	Yes	Yes	Yes	No	No
Create/edit contracts	Yes	Yes	Yes	No	No
View invoices	Yes	Yes	Yes	Yes	Yes
Create invoices	Yes	Yes	Yes	Yes	No
Edit invoice rows	Yes	Yes	Yes	No	No
Export invoices	Yes	Yes	Yes	Yes	No
Send invoices to clients	Yes	Yes	Per toggle 5	Per toggle 5	No
Manage products	Yes	Per toggle 4	No	No	No
Change billing settings	Yes	Yes	No	No	No

If all toggles are off, Company Members see no billing data at all.

Only Company Owners and Company Admins can access billing settings. If you need a setting changed, contact your Company Owner or Company Admin.

Check toggle 1 (contract and invoice management for Client Admins) and toggle 2 (all Company Members view and create). Toggle 1 only applies if the member holds Client Admin on the client; toggle 2 grants invoice creation to every Company Member on clients they are assigned to.

Check toggle 4 (Allow only Company Owners to add and update products). When this toggle is on, Company Admins lose product management access.

Toggle 5 (Allow members to send invoices to clients) controls send capability separately from view/create. Enable toggle 5 in addition to toggle 2 to let Members email finalised invoices.