Lock Invoice Helper

The Lock Invoice helper is used to set the date locked for an invoice. Once an invoice is locked, the invoice is considered finalized. The invoice fields cannot be edited, except for Invoice Extended Information. Use the Unlock Invoice Wizard to unlock the invoice.

To use this helper

Click the Lock Invoice helper.

The helper will display the message “Lock this invoice?”

Click OK to lock the invoice.

When the helper exits, the wizard window is refreshed to reflect the locked status, and an “This invoice is locked” alert displays at the top of the window. You can no longer edit the invoice fields.

If you click Close, you return to the wizard without locking the invoice

There are several conditions that may prevent locking, such as underlinked lines, the invoice needs proration, and other conditions that prevent payment. Correct the listed invoice lines before attempting to lock the invoice again.