Unlock multiple invoices at once
When an invoice is printed off,emailed or PDF'd it is automatically locked to prevent crucial information from being edited. Once an invoice has been locked, the invoice is unable to be edited until it is unlocked.
To unlock an invoice, follow the steps below
Step 1 - Navigate to Clients File
Step 2 - Select clients file
Step 3 - Click on 'Invoicing' located in clients file
Step 4 - Click on 'Unlock Multiple'
Step 5 - Begin selecting invoices displayed on your screen.
- Once an invoice has been selected, the text will turn orange, to inform the user the invoice has been selected
Step 6 - One all invoices are selected, now select 'Click on the invoices and then click here'
Step 7 - A prompt will appear 'Are you sure you wish to unlock all these invoices', click 'ok' to proceed with this request
All invoices you selected will automatically unlock
Daniela Bozinoski -