You can unlock an invoice using one of the four methods:

  • Unlock an invoice from Take Payments window
  • Unlock an invoice from Today’s Sales window
  • Unlock an invoice from Search Invoice/Receipt Number window
  • Unlock an invoice from  Guest Details

Learn more about why is an invoice is locked.

Before you begin, be aware of the following:

  • You cannot unlock an invoice that belongs to another center if your organization has a policy of accepting payment only in the center of purchase.
  • You must have the permissions to unlock an invoice. In case you do not have the required permissions, contact your store owner or manager. 
  • You cannot unlock an invoice if the invoice is under financial lock. For more information, see Financial Lock.

To unlock an invoice from Take Payments window

  1. In the Appointment Book, click the appointment and select Take Payment.
  2. Click the lock icon next to the invoice number.

       The Unlock window opens and prompts you to enter your credentials.
   3. Enter the Username and Password.
       Note: You must have the permission unlock an invoice. In case you do not have
       the required permissions, contact your store owner or manager.

   4. Click OK.The invoice is unlocked and allows editing.

To unlock an invoice from Today's Sales window

  1. In the Appointment Book, click on an empty slot and select Today’s Sales.

       The Today’s Sales dialog box opens.
   2. Identify and click the invoice number.
   3. Click the lock icon next to the invoice number.

       The Unlock window opens and prompts you to enter your credentials.
   4. Enter the Username and Password.
       Note: You must have the permission unlock an invoice. In case you do not have
       the required permissions, contact your store owner or manager.
   5. Click OK.
       The invoice is unlocked and allows editing.

To unlock an invoice from Search Invoice/Receipt Number window

  1. In the Appointment Book, click on an empty slot, and select Search Invoice No/Receipt No.
    The Search for an Invoice or a Receipt dialog box opens.

   2. On the Search for an Invoice or a Receipt dialog box:
       a. Select either Invoice Number or Receipt Number from the list.
       b. Enter the number in the adjacent box, and click the arrow icon.
       The dialog box displays the information about the invoice or the receipt, along
       with following options:

          - Show: Appears for all invoices and allows you to open the invoice
          - Reopen: Appears only if the invoice is closed and allows you to reopen it
          - Return: Appears if the invoice includes a product sale and allows you to
            process product returns

       c. Click Show.
           The Take Payment window opens.
       d. Click the lock icon next to the invoice number.
       e. Enter the Username and Password.
           Note: You must have the permission unlock an invoice. In case you do not have
           the required permissions, contact your store owner or manager.
        f. Click OK.
           The invoice is unlocked and allows editing.

To unlock an invoice from Guest Details

  1. Open Guest Details and navigate to the Payments tab.The Payments tab opens with the list of invoices.
  2. Identify and click the Invoice Number

     The Take Payment window opens.
  3. Click Show.
      The Take Payment window opens.
  4. Click the lock icon next to the invoice number.

  5. Enter the Username and Password.
      Note: You must have the permission unlock an invoice. In case you do not have
      the required permissions, contact your store owner or manager.

  6. Click OK.
      The invoice is unlocked and allows editing.

See Also

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