Lock finalized invoices
Admins can lock invoices once they are finalized, preventing any further edits or billing actions on those invoices.
Month-level control by center
Invoice locking can be applied:
For a specific billing month
Across selected centers
This ensures billing data for that period is frozen after close.
What happens after invoices are locked
No retroactive billing changes
Once locked:
No additional charges can be added to invoices for that month
No debit notes can be created for backdated periods
No credit balances can be assigned to invoices from locked months
This prevents accidental or unauthorized changes after financial close.
Payments continue as normal
Payments can still be received and applied to locked invoices
Outstanding balances can still be collected
Payment reconciliation remains fully supported
Supports clean financial reconciliation
Locking invoices creates a clear cutoff point for accounting teams, ensuring:
Stable month-end reports
Accurate revenue recognition
Audit-ready financial records
Why this matters
Prevents surprise charges from being added after invoices are shared
Protects financial integrity once a billing period is closed
Simplifies reconciliation for finance and accounting teams
Supports compliance and audits with immutable historical data
Enables scale for multi-center organizations with strict controls