Locked invoice
Removing lock from invoice
Locked payment
Removing lock from payment
Invoice for payment is locked
Removing lock from invoice for payment
Handling locked invoice for payment
Reminder for payment is locked
Removing lock from reminder for payment
Handling locked reminder for payment
Locked invoice
An invoice is locked for a user when another user has opened the same invoice. The lock prevents simultaneous processing of the invoice by another user. The lock is automatically removed overnight or if you close the invoice when another user is not processing it.
When an invoice is locked, a lock icon is displayed in the Lock column; a red circle with a line in the middle.
Removing lock from invoice
- Double-click on the locked invoice -> the invoice and Invoice is locked notification will open (the notification is always displayed in the Sales Invoices language).
- Check the timestamp of the save in that window (Last save).
If the save date and time coincide with the current moment: another user is currently processing the same invoice. Close the invoice without processing it using the Close button and return to it later.
If the save date and time have been earlier: you can open the lock of the invoice if necessary, and then continue processing the invoice.
- Select the option to remove the lock; Close or Remove lock and close.
The Close option keeps the invoice locked
The Remove lock and close option removes the lock and closes the invoice.
Locked payment
A payment is locked for a user when another user has opened the same payment. The lock prevents simultaneous processing of the payment by another user. The lock is automatically removed overnight or if you close the payment when another user is not processing it.
When a payment is locked, a red circle with a line in the middle is displayed in the Lock column.
Removing lock from payment
Double-click on the locked payment -> the payment and Payment is locked notification will open.
Check the timestamp of the save in the Payment is locked window (Last save).
If the save date and time coincide with the current moment, another user is currently processing the same payment. Close the payment without processing it using the Close button and return to it later.
If the save date and time have been earlier, there is no simultaneous processing, and you can open the lock of the payment if necessary, and then continue processing the payment. Be careful with simultaneous processing!
The Close option keeps the payment locked.
The Remove lock and close option removes the lock from the payment and closes it. This option is recommended if the payment does not need to be modified.
The Remove lock and edit option removes the lock from the payment and opens it in edit mode.
Invoice for payment is locked
If the payment opens but its details cannot be edited, the invoice for the payment may be locked by another user. The lock prevents simultaneous processing of the same invoice/payment by another user. A notification is displayed on the open payment: Another person has locked the invoice for the payment (see more information).
When the invoice for payment is locked, a red circle with a line in the middle is displayed in the Lock column. The lock is not displayed on the invoice/payment itself if it is not locked. Note! The lock is automatically removed overnight or you can manually remove the lock using the instructions below.
Removing lock from invoice for payment
- Click on the green see more information heading of the Another person has locked the invoice for the payment (see more information) notification of the open payment.
- The More information field opens the Error in processing the payment window, which shows who has locked the invoice and when the invoice details were saved.
- Check the timestamp of the save in that window (Last save).
- If the save date and time coincide with the current moment: Close the payment without processing it using the Close button and return to it later.
- If the save date and time have been earlier: You can open the lock of the invoice if necessary, and then continue processing the payment. Be careful with simultaneous processing!
Handling locked invoice for payment
If the invoice has been locked previously, you can handle the locked invoice as follows:
- Click on the Open invoice button in the Error in processing the payment window -> the Invoice is locked window will open.
- Click on the Remove lock and close button -> the lock will be removed from the invoice and you can edit the payment.
Reminder for payment is locked
If the reminder opens but its details cannot be edited, the reminder for payment may be locked by another user. The lock prevents simultaneous processing of the same invoice/reminder for payment by another user. A notification is displayed on the open reminder for payment: Another person has locked the invoice for the payment (see more information).
When the reminder for payment is locked, a red circle with a line in the middle is displayed in the Lock column. The lock is not displayed on the reminder/payment itself if it is not locked. Note! The lock is automatically removed overnight or you can manually remove the lock using the instructions below.
Removing lock from reminder for payment
- Click on the green see more information heading of the Another person has locked the invoice for the payment (see more information) notification of the open reminder for payment.
- The More information field opens the Error in processing the reminder window, which shows who has locked the invoice and when the invoice details were saved.
- Check the timestamp of the save in that window (Last save).
- If the save date and time coincide with the current moment: Close the reminder without processing it using the Close button and return to it later.
- If the save date and time have been earlier: You can open the lock of the invoice if necessary, and then continue processing the reminder for payment. Be careful with simultaneous processing!
Handling locked reminder for payment
If the reminder has been locked previously, you can handle the locked reminder as follows:
- Click on the Open invoice button in the Error in processing the reminder window -> the Invoice is locked window will open.
- Click on the Remove lock and close button -> the lock will be removed from the reminder and you can edit the reminder for payment.