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Disabling Manual Invoice Status Modification

← Configuring Draft Editing Options

Invoices are supposed to be finalized using the Finalize functionality. Finalizing invoices sets them to Open, sets a unique final invoice number, and generates the PDF documents to be sent out.

To prevent users from accidentally (or incorrectly) changing the invoice status manually, you set the Status field to Read-Only.

  1. Navigate to the object management settings of the Invoice object (ONB2__Invoice__c).
  2. Click Page Layouts.
  3. In the Invoice Layout row, click Edit.
  4. Click next to the Status field to open the field properties.
  5. Select the Read-Only checkbox.
  6. Click OK to save the field properties.

  7. Click Save to save the modified page layout.

    For help about modifying page layouts, see Managing Pages.