You can lock Invoices to help prevent any additional changes from being made to an Invoice. Locking an Invoice essentially disables edit button on the Invoice overlay. Changes can still be made after the Invoice is unlocked.
Invoices are automatically locked when they are emailed or printed. This is done because the system assumes that the Invoice has been sent to the Client therefore additional changes should not be made.
You can also lock Invoices from the Invoice List without taking any additional action. To do this, use the following steps:
- Go to Accounting > Invoices.
- Apply filters, if needed, to view Invoices.
- Select the Invoices you would like to lock.
- Click Advanced Actions.
- Click Lock.
- On the Lock Invoices dialog, click OK.
There is not a way to unlock Invoices in bulk. If Invoices need to be unlocked you will need to do this on an Invoice by Invoice basis.