[Read Only] Help! Why can't I make any edits or manage clients' billing?
Your current account access level is a Read Only Advisor.
This means that while you have an account login and can download invoices, the account does not have the ability to invite clients, create/edit/delete invoices, access payout transfers to the home office bank account, or make any invoice or email settings changes.
If you think you should have a different access level, the Account Owner for your firm can manage that on their end!