Close or Lock an Invoice.
It would be nice to have a function that locks/unlocks an invoice. Sometimes my tech has added time after an invoice has been emailed. Currently, we are using the emailed flag as our check, but it does not prevent potential errors.
david.shibli
shared this idea
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Holly Oswalt
commented
This would be extremely helpful.
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Ryan (CTO, Pinellas Computers)
commented
I was just about to write this up myself. Great idea!
We're looking for functionality to allow global admins (and other users as part of a security group level) to LOCK/FREEZE many different types of RS documents. This would include Invoices, Tickets, Estimates, Purchase Orders, etc. It could work a lot like the "Finalize" option in Ticket worksheets, where once it's locked, only users with "Manage" permission could unlock it for modifications :) The lock/freeze option would go perfectly in the Actions drop down menu.
And on a similar topic, adding the option to make an invoice a DRAFT (the same way you can with Estimates) would help with modifications before they are ready to go live. Thanks Troy!
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Chris
commented
This would be a VERY helpful feature to add.