Learn how to lock or unlock a billing period from the Payer Invoicing screen. Locking a billing period helps prevent further edits to invoices within that period until it is unlocked.
Go to Menu > Accounting > Payer Invoicing.
Locate the Billing Period drop-down list.
Click the down arrow and select the billing period you want to lock or unlock.
Click Load to display the selected billing period.
Once the billing period has loaded, locate the Unlocked Lock icon above the invoice list.
The icon is located to the right of the Search field.
Hovering over the icon displays "Toggle Period Locked/Unlocked."
Click the Unlocked Lock icon.
A confirmation message will appear asking:
"Are you sure you wish to lock this billing period?"
Click Confirm to lock the billing period.
Click Cancel if you do not wish to continue.
Once confirmed, the icon will change to a Locked Lock icon, indicating that the billing period is now locked and can no longer be edited until it is unlocked.
Load the desired billing period by selecting it from the Billing Period drop-down and clicking Load.
Click the Locked Lock icon.
Confirm that you want to unlock the billing period.
Once unlocked, the icon will return to the Unlocked Lock icon, and invoices within that billing period can be edited again.
Lock billing periods after reviewing invoices to help prevent accidental changes.
Only unlock a billing period when updates or corrections are required.
The lock/unlock icon is located above the invoice list, immediately to the right of the Search field.