Locked Period Settings

The Locked period tab lets you prevent edits to invoices issued before a certain date. This includes deleting and editing items on invoices issued before the locked period end date.

For example, if your locked period ends on April 1st, no admin will be able to edit or delete any invoice issued before April 1st.

You can refund, credit or even cancel invoices issued within the locked period as long as you record the new transaction after the locked period ends.

For example, if your locked period ends on April 1st, you can refund, credit or even cancel any invoice issued before that date, as long as the new transaction's date is April 2nd or later.

You can also receive payments for invoices issued within the locked period, as long as the payment is recorded after the locked period end date.

You can access the Locked period tab via Settings > Invoices and tax > Locked period on the Admin Panel.

Defining a Locked Period

1. Log in to dashboard.nexudus.com if you aren't already.

2. Click Settings > Invoices and tax.

3. Click on the Locked period tab.

4. Click on the calendar icon.

5. Select the end date of the Locked period.

6. Click the Save Changes button.

All set! Your locked period is now implemented. No admin will be able to edit any invoice issued prior to the selected date. No admin will be able to issue backdated invoices within that locked period.

Removing a Locked Period

1. Log in to dashboard.nexudus.com if you aren't already.

2. Click Settings > Invoices and tax.

3. Click on the Locked period tab.

4. Remove the date.

5. Click the Save Changes button.

All set! Your locked period is now removed.