Lock and Unlock Invoices
Once you've created an invoice, changes to the event or deal might still occur. If you want to prevent your invoice from being altered, locking it will ensure no further changes are made. This article will show you how to lock and unlock your invoices.
Table of Contents
1. Lock Your Invoice
2. Unlock Your Invoice
1. Lock Your Invoice
During the process of creating or sending out your invoice, you will see a status bar. On the right side of the menu, you’ll find the Lock icon, which is grey by default.
To lock your invoice, simply click on the Lock icon.
You’ll know your invoice is locked when:
You can no longer change the invoice template.
The Lock icon turns permanently blue.
2. Unlock Your Invoice
If you need to unlock the invoice, click the Lock icon again.
Your invoice template will stay marked as "Custom," meaning changes to the original template won't affect the invoice. If you wish to make changes, switch the template back to a standard one that doesn't display "Custom."
