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Setting up security for custom invoice formats

Before a member of a security group can access and create custom invoice formats, you must give them access to it.

If you do not allow access, the Custom button on the Invoice Formats window (Setup > Invoice Formats) is visible but inactive.

Note:

Give only a limited number of employees access to custom invoice formats. In this way, you ensure that your invoicing remains simple and controllable.

From the Company menu, click Security.

Click the security group you want to give access to custom invoice formats, and click Edit.
Click the Setup tab, and select the Custom invoice formats check box. This check box is unavailable unless you first select the Invoice formats check box.
Click Save.