{"id":150807,"date":"2026-10-11T09:38:02","date_gmt":"2026-10-11T09:38:02","guid":{"rendered":"https:\/\/docs.daftra.com\/faq\/%d9%87%d9%84-%d9%8a%d9%85%d9%83%d9%86-%d8%aa%d8%b9%d8%af%d9%8a%d9%84-%d9%85%d9%86%d8%b4%d8%a6-%d8%a7%d9%84%d9%81%d8%a7%d8%aa%d9%88%d8%b1%d8%a9%d8%9f\/"},"modified":"2026-10-15T12:27:17","modified_gmt":"2026-10-15T12:27:17","slug":"can-the-invoice-creator-be-changed","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/can-the-invoice-creator-be-changed\/","title":{"rendered":"Can the Invoice Creator Be Changed?"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The <strong style=\"color: #111827;\">invoice creator<\/strong> cannot be edited for any user, including the account owner; the system records it automatically in the name of the user who created the invoice, and it appears\u00a0 \u00a0 \u00a0 on the invoice page as <strong style=\"color: #111827;\">Created By<\/strong>, and in <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/invoices\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Manage Invoices<\/strong><\/a> in the <strong style=\"color: #111827;\">Added By<\/strong> column and filter.<\/p>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Notice:<\/strong> The invoice creator isn&#8217;t the <strong style=\"color: #111827;\">salesperson (the seller)<\/strong>. The salesperson is an independent field that can be changed from editing the invoice with the permission <strong style=\"color: #111827;\">Change Salesperson<\/strong>, but it doesn&#8217;t change who created the invoice.<\/p>\n<\/div>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">The Difference Between the Two Fields<\/h3>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\"><\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Invoice Creator<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Salesperson (Seller)<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">What it is<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The user who created the invoice in the system.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The employee responsible for the sale, who can be someone other than the one who created the invoice.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Where it appears<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Created By<\/strong> on the invoice page, and the <strong style=\"color: #111827;\">Added By<\/strong> column and filter in <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/invoices\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Manage Invoices<\/strong><\/a>.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The <strong style=\"color: #111827;\">Salesperson<\/strong> field in the invoice form and page, and the <strong style=\"color: #111827;\">Salesperson<\/strong> filter in the invoices list.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">How it&#8217;s determined<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Automatically as the current user when the invoice is created.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">By default the current user, and it can be chosen when creating or editing, or <strong style=\"color: #111827;\">Multiple<\/strong> to specify a salesperson for each line.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Can it be edited?<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">No<\/strong>, there is no screen, permission, or setting to change it.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Yes<\/strong>, from <strong style=\"color: #111827;\">editing<\/strong> the invoice for whoever has the permission <strong style=\"color: #111827;\">Change Salesperson<\/strong>.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">What it depends on<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The permissions <strong style=\"color: #111827;\">Edit &amp; Delete Own Invoices<\/strong> and adding payment operations to own invoices, and the invoice appearing to whoever has the permission to view own invoices.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Sales commissions and the salesperson reports, and the invoice appearing to whoever has the permission <strong style=\"color: #111827;\">View Own Invoices<\/strong>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">The Alternative According to What You Need<\/h3>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">If the goal is to attribute the sale to another employee<\/strong> (commission or reports): change the <strong style=\"color: #111827;\">Salesperson<\/strong> from editing the invoice, and you need the permission <strong style=\"color: #111827;\">Change Salesperson<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">If the goal is for another employee to edit the invoice<\/strong>: changing the salesperson isn&#8217;t enough; because the permission to edit own invoices depends on the invoice creator. Give them the permission <strong style=\"color: #111827;\">Edit &amp; Delete All Invoices<\/strong> from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/roles\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Employee Roles<\/strong><\/a>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">If the invoice must be in another employee&#8217;s name<\/strong>: log in with their account, open the invoice and click <strong style=\"color: #111827;\">Copy<\/strong> then save the copy, then delete the original invoice. The new invoice gets a new number, so review the payments recorded on the original, and don&#8217;t use this method with a sent e-invoice.<\/li>\n<\/ul>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">For the full details about editing the invoice and its permissions, see <a style=\"color: #1a56db;\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/editing-invoice\/\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Editing a Sales Invoice<\/strong><\/a>.<\/p>\n<\/div>\n","protected":false},"author":17,"template":"","categories":[2149,2155,2151],"tags":[22017,22534,22536,5218,22535,22537,22538,22533,4127,4519,22540,22539],"class_list":["post-150807","faq","type-faq","status-publish","hentry","category-invoices-and-estimates","category-sales-invoice","category-invoices-operations","tag-added-by","tag-change-invoice-creator","tag-change-salesperson-permission","tag-copy-invoice","tag-created-by","tag-edit-own-invoices-permission","tag-how-do-i-edit-the-invoice-creator","tag-invoice-creator","tag-sales-commissions","tag-salesperson","tag-whats-the-difference-between-the-invoice-creator-and-the-salesperson","tag-why-cant-the-owner-change-the-invoice-creator"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Can the Invoice Creator Be Changed? 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