Restrict Deletion of Membership Invoices
Businesses can enable role-based permission to restrict the voiding or deleting of system-generated invoices for membership dunning, ensuring only authorized users can perform these actions. This helps maintain accurate financial records and prevent collection discrepancies.
Important
This security role permission is disabled by default for all roles in your organization.
At the organization level, click Configuration.
Navigate to Security > Security roles.
Choose the user role (for example, Center Manager) for which you want to enable the permission.
Navigate to the Permissions tab and expand the Marketing Manager section.
Select the Manage membership dunning invoices checkbox to grant the role this capability.
Click Save to apply the updated permissions to the selected role.
Impacts and considerations
To access membership invoices and collection-related settings, refer to Configure rules for collecting recurring membership payments.
Deleting invoices can cause accounting discrepancies, disrupt audits, and erase transaction history, leading to reporting errors and compliance issues. It removes critical data needed for tracking payments, refunds, and customer records, increasing the risk of disputes.
Limit this access to authorized personnel only and consider voiding invoices to preserve financial records.