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How do I lock my invoice?
How do I lock my invoice?

Prevent your invoices from changing

Geertje avatar
Written by Geertje
Updated over a week ago

When you've created an invoice, it's still possible something in the event or deal changes. If you don't want your invoice to change aswel. Locking your invoices will prevent them from changing! This article will show you how to lock and unlock invoices.

To lock and unlock contracts, go this article.

Lock your invoice

While creating and probably even sending out your invoice, you will find the status bar like below.

The Lock-icon in the menu on the right. Simply click. It's grey by default.

You can tell your invoice is locked when you aren't able to change the invoice template, and when you find the blue Lock-icon is permanently blue.

To unlock, simply click on the Lock-icon again. Your template will remain Custom, therefor changes made won't effect your invoice. If you want to make changes, change the template back to the normal template that doesn't say 'custom'.

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