https://ohcnwiki.tellmey.fyi/index.php?action=history&feed=atom&title=Flows%2FLock_or_unlock_an_invoice 2026-11-04T14:03:32Z Revision history for this page on the wiki MediaWiki 1.45.4 https://ohcnwiki.tellmey.fyi/index.php?title=Flows/Lock_or_unlock_an_invoice&diff=984&oldid=prev 2026-08-14T11:43:22Z

<p>Sync version 3.1 docs from ohcnetwork/docs@38d3e1f. (via create-page on MediaWiki MCP Server)</p> <p><b>New page</b></p><div>{{Doc header<br /> |type=flow<br /> |domain=billing<br /> |title=Lock or unlock an invoice<br /> |summary=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.<br /> |order=1<br /> |introduced=3.0<br /> |concept=Concepts/Invoice<br /> }}<br /> <br /> == Overview ==<br /> <br /> This flow describes how to lock or unlock an [[Concepts/Invoice|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.<br /> <br /> == Pre-requisites ==<br /> <br /> * Someone created the invoice, and you open the page of that invoice.<br /> * You have the permissions listed below.<br /> <br /> == Permissions ==<br /> <br /> {| class=&quot;wikitable&quot;<br /> ! Permission !! Access<br /> |-<br /> | Can Manage Locked Invoice || Lets you lock an invoice, unlock an invoice, and view the full detail of a locked invoice. Facility Admin and Admin have this permission.<br /> |}<br /> <br /> == Steps ==<br /> <br /> === 1. Open the invoice page ===<br /> <br /> Open the invoice that you want to lock or unlock.<br /> <br /> {{Note|1=A locked invoice hides its full detail. To see the full detail, you need the Can Manage Locked Invoice permission.}}<br /> <br /> === 2. Open the dropdown menu ===<br /> <br /> Click the dropdown menu on the invoice page.<br /> <br /> === 3. Lock or unlock the invoice ===<br /> <br /> Select &#039;&#039;&#039;Lock Invoice&#039;&#039;&#039; to lock the invoice. If the invoice is locked, select &#039;&#039;&#039;Unlock Invoice&#039;&#039;&#039; to unlock it.<br /> <br /> == Expected Outcome ==<br /> <br /> * Care locks or unlocks the invoice.<br /> * A locked invoice accepts no more changes.<br /> * Care hides the totals of a locked invoice from users without the Can Manage Locked Invoice permission.<br /> * Care keeps a history of who locked or unlocked the invoice, and when.<br /> {{Navbox billing}}<br /> <br /> {{Related}}</div>

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