I searched forum already but unable to find any previous topic with final result I am facing a issue in issue regarding invoices. When creating sales invoice with tax (GST) included in it, we have to submit that invoice details to govt with HS codes of product and price + date. After submission …

may be, as this is related to tax department also, i think @lubos will take it seriously.

[image] Patch: I suspect the problem is different work flows result in different desirable behaviour of the lock data functionality. From memory the ability to change “non financial” data prior to the lock date was added so cheques could be cleared. Maybe there is a better solution. Finding it…

In most jurisdictions, modifying invoices after they have been issued and reported to tax authorities would be incorrect. If there is an error, the correct manner to adjust is to issue a credit note and a new invoice. You could set the lock date for the end of the month on the 15th of the next mon…

that is what i want. but there is no option to lock it

When you set the lock date, you can not modify transactions with a date prior to the lock date - well, most of the information on the transaction at least https://www.manager.io/guides/5510

no that is entirely diff use, I want to lock invoices, not transactions, payment is allowed even after 4 month of invoice, changing invoice data/products is not allowed

Presumably when you receive the payment it is entered with the current date In any case, you understand how it works now. If that doesn’t suit then the only thing to do is to change to another software package or accept that the software does not meet your needs but you will live with it

not agreed with your statement, this software fulfill most requirements and for 3 year am witness of many new feature by developers. that why i am hoping @lubos with consider it

I agree with your request. Mostly accountants would lock periods monthly right after they perform their closing adjustments. But for digitized invoices, locking needs to be done either more frequently – possibly daily, or in a more granular way – lock each transaction individually. Personally I hat…

Invoice lock after Date

Mark March 9, 2022, 12:50pm 16

Maybe this would be some kind of solution?: Closed invoice

Topic		Replies	Views
Further feature on the lock dates	7	1344	January 15, 2018
Requirements of tax law	5	297	May 1, 2023
Possibility of raising invoice as a non super user or admin to a past date	6	108	August 12, 2025
Auto date lock for more control	14	207	September 2, 2024
Invoice editing locked after entering the sale ( print - email )	1	709	May 6, 2015

Invoice lock after Date

Related topics