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Version: 3.1

Lock or unlock an invoice

Overview​

This flow describes how to lock or unlock an invoice in Care. 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​

PermissionAccess
Can Manage Locked InvoiceLets 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​

  • Care locks or unlocks the invoice.
  • A locked invoice accepts no more changes.
  • Care hides the totals of a locked invoice from users without the Can Manage Locked Invoice permission.
  • Care keeps a history of who locked or unlocked the invoice, and when.

Concepts:

Flows: