MANSOQ Billing
Lock or unlock an invoice
This flow describes how to lock or unlock an invoice in MANSOQ. A lock prevents further changes to the invoice. A lock also hides the invoice totals from anyone without the Can Manage Locked Invoice permission. Pre-requisites - Someone created…
3.1 · versioned documentation · 2 min read
Overview
This flow describes how to lock or unlock an invoice in MANSOQ. A lock prevents further changes to the invoice. A lock also hides the invoice totals from anyone without the Can Manage Locked Invoice permission.
Pre-requisites
- Someone created the invoice, and you open the page of that invoice.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Manage Locked Invoice | Lets you lock an invoice, unlock an invoice, and view the full detail of a locked invoice. Facility Admin and Admin have this permission. |
Steps
1. Open the invoice page
Open the invoice that you want to lock or unlock.
Note: A locked invoice hides its full detail. To see the full detail, you need the Can Manage Locked Invoice permission.
2. Open the dropdown menu
Click the dropdown menu on the invoice page.
3. Lock or unlock the invoice
Select Lock Invoice to lock the invoice. If the invoice is locked, select Unlock Invoice to unlock it.
Expected Outcome
- MANSOQ locks or unlocks the invoice.
- A locked invoice accepts no more changes.
- MANSOQ hides the totals of a locked invoice from users without the Can Manage Locked Invoice permission.
- MANSOQ keeps a history of who locked or unlocked the invoice, and when.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.