Locked Period

Use these settings to prevent changes being made to invoices or payments that took place before a specific date.

Setting up a locked period

Locking a period will not prevent allocating new payments towards an invoice, as long as those payments have a date that is not within the locked period.

1. If the side menu is not visible, click

2. In the side menu, click Settings.

3. Click Billing and accounting.

4. Click Locked period.

5. In the Locked dates section, set the lock date. All invoices and payments made before this date will be locked.

6. Click Save changes.

Settings for locking dates on invoices