Allowing All Staff to Accept Client Payments
For client convenience, firms may choose to allow all staff members to accept payments—even if they are not assigned the Billing role in their user profile.
When this feature is enabled:
Users will have limited access to view current client balances through the Client Billing tab only.
Users will be able to record payments.
Users will not have permission to view full billing details or generate invoices.
This setting provides flexibility for collecting payments while maintaining appropriate billing access controls.
NOTE: This feature is available only to firms integrating with Stripe for online payments.
If a client has an outstanding balance greater than $1, any authorized user can collect a full credit card payment by selecting the “Process Payment” link from the Client’s Billing tab.
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