Understand invoice and job locks
When to use this
Use this when work is complete but a downstream invoice or correction step is blocked by system state.
What you need first
- The job or invoice record you are trying to move forward
Steps
1. Identify whether the lock is on the job record, the invoice record, or both. 2. Check whether the work is actually complete and all required evidence exists. 3. Use the correct office correction path instead of editing around the lock.
What happens next
- Locks protect downstream truth for invoicing, audit, and client visibility.
If it goes wrong
- If you are unsure which record is blocking the workflow, escalate to the office user responsible for invoicing or corrections before changing operational history.