Once an invoice has been printed or downloaded as a PDF, it will be automatically locked. The locked invoice prevents users without the correct access from modifying it after being finalised. You can unlock one or multiple invoices at a time.
Unlocking a single invoice
1. From your client's file, click Invoicing
2. Click on Actions, then Unlock
Unlocking multiple invoices at once
1. From your client's file, click Invoicing
2. Click on Unlock Multiple, and select each invoice row you wish to unlock by clicking on an empty part of the row.
3. Click on the invoices and then click here! to unlock the selected invoices.
💡 The text on each row will change to orange once selected
Restrict users from unlocking invoices
1. From the Dashboard, go to Setup > Settings > Feature Permissions
2. Click Manage next to the user whose access you want to restrict
3. Next to Invoices, select No then click on Save Permissions
🚀 Did you know that our add-on Xero allows you to easily reconcile all of your payments and invoices?
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