Locking an invoice means you will not be able to edit the invoice or edit events associated with the invoice (like moving, adding, or removing events) unless you specifically “unlock” the invoice. This can be useful to prevent making accidental changes to an invoice.
IN THIS ARTICLE
Locking An Invoice
You can manually lock any invoice anytime by opening the Edit Invoice screen and clicking the "Lock Invoice" button:
Configuring Auto Invoice Locking
In the Settings > Invoicing & Payments > Invoice Settings section of your account, you can configure your settings to lock invoices automatically when they are paid and/or emailed to the client. This will prevent you or your admin team from making accidental changes to an invoice your client has already seen.
Using the sidebar navigation menu, select “Settings."
Click on “Invoicing & Payments” in the sidebar. This will automatically take you to the "Invoice Settings" tab.
Here, you can enable or disable invoices auto-locking when they are emailed and when a payment is applied by using the "Auto Lock On Payment" and/or "Auto Lock On Email" settings.
Don’t forget to Save your changes once you adjust these settings to your satisfaction.
For example, if a client pays $100 for an invoice, and the next day a $20 service is added onto it, this would move the invoice from a "Paid" to "Past Due" status. Many companies would instead like this visit to be added to a new invoice, and auto-locking makes it easy to do that.
Note: A locked invoice can still have payments applied and is still visible to clients in their portal; however, no other changes can be made to the invoice while locked.
Unlocking An Invoice
Invoices can be unlocked at any time in a couple of different of ways.
Unlocking from the Scheduler
When a locked invoice is loaded on your Scheduler, an "Invoice Locked" button will be shown in the top right corner:
Click on this button to unlock the invoice.
Unlocking/Locking From Invoice Editor
While editing an invoice, you can unlock or lock it anytime.
Edit the invoice in question.
Scroll to the bottom of the invoice and look for the Lock/Unlock button.
Click this button. If the invoice is currently locked, the button will display “Unlock Invoice.” If the invoice is currently unlocked, the button with display “Lock Invoice.”
