This guide covers how to lock and unlock invoices in Terial. Locking an invoice prevents accidental edits or deletions. Locked invoices cannot be modified until they are unlocked.
📽️ Video Tutorial Prefer to watch a video? Watch this short video on how to lock and unlock invoices.
Locked Invoices
Once an invoice is marked as Sent, it becomes locked and cannot be edited. This ensures consistency between Terial, your accounting system, and customer communications.
Why invoices are locked
Prevents changes after an invoice has been sent to a customer or accounting software
Ensures accurate records across internal tools and external systems
Reduces reconciliation issues and audit risk
How to unlock an invoice (Admins only)
Step 1: Navigate to the Invoice Table or open the Invoice directly.
Step 2: Deselect the Sent icon.
Step 3: The invoice will unlock and become editable. Reminder to mark the invoice as sent again once fully completed.
💡 Note: Only Admins can unlock invoices. Use this action carefully to maintain data integrity and accounting accuracy.
How to Lock an Invoice
Step 1: Navigate to the Service module → Invoices
Step 2: Select the invoice you would like to lock and scroll down to locate the invoice. You will see a check mark next to it.
Step 3: If you’d like to lock the invoice, click the checkmark. It will turn dark blue and display a timestamp along with the name of the admin who locked it. Once locked, no changes can be made to the invoice, and it cannot be deleted.
💡 Note: To make changes or delete the invoice, simply unlock it by unchecking the mark, then proceed with your edits.
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