Locking an Invoice prevents users from adding new items to unpaid/old invoices at a later date, which can throw off accounting reports. When an invoice is locked, you cannot add new items and the invoice will not show as an option in the billing field on the medical record form or during the check in process. Staff profiles with the edit invoice permission will be able to unlock the invoice if needed, by editing the status back to 'Open'.
To lock an invoice manually:
Navigate to the applicable invoice
Click on "edit invoice"
Change Status to "Locked"
Click "Save"
To lock invoices automatically:
Click on Settings
Click on the edit icon for the "Lock Open Invoices" line under "Configurations"
Select the option to automatically lock open invoices
Specify the number of days after which the invoice should be locked. This is from the date the invoice was created.
Save your changes
For more information about invoices, see: Working with Invoices |