Unlock an invoice & when this would happen

When an invoice is printed off, emailed or created as a PDF 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.

Why am i receiving an email when an invoice is unlocked
Whenever an invoice is unlocked, two emails are sent automatically

  • All supervisors within the business are sent an email alerting them all that an invoice has been unlocked.
  • The case manger for who created the invoice is also sent an email alerting them their invoice has been unlocked.

This is done as a security measure to ensure all the relevant individuals are aware of the unlocked invoice.

To learn how to unlock an Invoice, follow the steps below:

Step 1 - Select Clients

Step 2 - Select the client you wish to make payment to

Step 3 - Select 'Invoicing'

 

Step 4 - Hover your mouse over the 'Actions' tab and select 'Unlock'

 

Step 5 - A pop up will appear asking if you would like to unlock the invoice to edit the invoice. Click 'Unlock'

 

Step 6 - Now you will see the 'Status' change from Locked to 'unlocked'. You can now click the invoice number and 'Edit' the invoice

James Hogan -

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