Processing Account Features and Permissions

	Account Owner (Natural Person Representative)	Authorized User	Admin
Dashboard
View account balance	✅	✅	✅
Access invoice table & details	✅	✅	✅
Quick action buttons:(create invoice, add contact, move money, and check deposit)	✅	✅	✅
Contact Management
Create, edit, view & delete contacts	✅	✅	✅
Search contacts	✅	✅	✅
Invoice Management
Create, edit, view, send & delete invoices	✅	✅	✅
Send reminder emails	✅	✅	✅
Pay an invoice	✅	✅	✅
Deposit Check for Invoice	✅	✅	✅
Generate and download invoices as PDFs	✅	✅	✅
Manually mark invoices as paid	✅	✅	✅
Transactions
View all transactions	✅	✅	✅
Export transactions as CSV	✅	✅	✅
Deposit Check
Deposit a check via mobile device	✅	✅	✅
Move Money
Add funds to the account	✅	✅	❌
Withdraw funds	✅	✅	❌
Send payments (non-invoiced)	✅	✅	❌
Payment Methods
Add or remove payment methods	✅	✅	❌
Set or change primary method	✅	✅	❌
Integrate PayPal	✅	✅	❌
Settings
View and manage user, business, and billing details	✅	✅	❌
White label invoices with custom logo	✅	✅	❌
Invite or remove admins	✅	✅	❌
View past statements	✅	✅	❌
Change password	✅	❌	❌
Manage authorized users	✅	❌	❌
Account Maintanence
Update personal info (name, email, phone)	✅	❌	❌
Edit business details (name, DBA, address, timezone)	✅	❌	❌