Before you start...
Invoice locking is not available on all accounts. Contact support@nookal.com for more information.
Nookal's Invoice Locking feature allows invoices to be locked after a set period to prevent any further modification. Read below to discover how to enable this, as well as the customisation options available.
Enabling Invoice Locking
1. After Invoice Locking is applied to your account by Nookal Support, navigate to Setup.
2. Click Advanced under Extensions.
3. Toggle Invoice Locking to enable and click Configure.
Invoice Locking Options
After clicking Configure the Invoice Locking options will appear as follows:
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Lock Period - use the drop-downs to set a number of days following a certain time period to lock invoices. This can be from 1 day to 4 weeks after invoice creation.
Other options include locking invoices at the end of every week, month or year with a further drop-down to select an end day or month. For example: -
Case Change - If enabled, this allows the Case to be changed on the invoice after the lock period.
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Code Change - If enabled, this allows the Item code to be changed on the invoice after the lock period.
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Diary Change - If enabled, this allows adding appointments and classes to the diary outside the date limits set in the lock period.
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Late Items - If enabled, this allows additional items to be added to the invoice after the lock period.
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Late Voiding - If enabled, this allows invoices to be voided after the lock period.
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Payer Change - If enabled, this allows the payer to be changed after the lock period.
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Provider Change - If enabled, this allows the Provider to be changed against invoice items after the lock period.
Override Accounts
It's possible to allow specific Permission Groups the ability to override all of the invoice locking parameters so they can modify invoices at any time.
This can be set by clicking into the Permission Groups field and selecting applicable Permission Groups from the list.
After making the required changes, click Save.