Problem At present, once a staff user is granted “View & Manage Invoices” permission, they automatically see: Lifetime totals (All-time earnings, overdue, draft, etc.) The full historical list of paid invoices This exposes sensitive financial figures that many business owners prefer to keep private from junior staff. There is currently no way to: Hide or mask the revenue widgets while still letting staff create invoices. Archive, delete, or hide old paid invoices to keep the list clean and limit visibility. Proposed Solution Granular Permission Toggle Add a separate switch under Payments → Invoices for “Show Revenue Widgets / Totals”. When off, staff can still create, send, and manage invoices, but the dashboard metrics are hidden. Invoice Archive | Delete | Hide Allow admins to archive or delete historical invoices. Archived invoices disappear from staff view (web + LeadConnector app) but remain retrievable by admins. Deletion restricted to Super Admins with an “Are you sure?” double-confirm. Enhanced Filters & Default Views Add “This Month / Last Month / Custom” quick filters that update the totals as well as the list. Remember each user’s last-used filter or allow an admin-set default (e.g., current month only). Benefits Protects sensitive turnover data while still empowering staff to bill customers. Declutters the Payments dashboard for high-volume accounts, speeding up daily work. Supports varied privacy policies across regions without complicating the user workflow. Provides parity between Web App & LeadConnector Mobile, ensuring consistent staff experience. If implemented, this would solve a major pain-point for agencies onboarding UK & EU businesses that need tighter internal controls, while also giving every account cleaner data management. Additionally, it would be really helpful to have the ability to assign an invoice to a specific user, similar to how contacts or opportunities can be assigned. This would allow for: Role-based visibility (e.g. staff only see the invoices they’ve issued) Cleaner user-specific dashboards Easier performance tracking and accountability for client billing This is especially useful for teams where multiple staff members issue invoices but should only see their own work, not the full history of others.
