Lock and Unlock Invoices
Once you've created an invoice, changes to the event or deal might still occur. Locking ensures that the invoice remains unaltered, preserving its historical accuracy and the exact details, such as the PDF format, sender name, and project name. This feature safeguards against unintended changes due to updates in account or project settings. This article will show you how to lock and unlock your invoices.
Table of Contents
Lock Your Invoice
Unlock Your Invoice
What Does It Mean to Lock an Invoice?
Locking an invoice means finalizing its details so that:
The invoice PDF remains unchanged, keeping the details exactly as they were when sent, including information such as the sender name or company name.
Future changes to your ABOSS account, such as renaming your company or project, will not affect already locked invoices.
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 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."
