video1.0<iframe src="https://www.loom.com/embed/81da01b4b3964330957e948e8a448f75" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/81da01b4b3964330957e948e8a448f75-153760277034fa5a.gif175.299In this Loom, I’m showing how to lock documents behind an invoice. In Create, Invoice, there’s a new Locked Documents section where I select one or more files from the client’s set of client files, then confirm selection to tie the file to the invoice so the client cannot access it until it’s paid in full. After sending as normal, I can see which files are locked, which are unlocked, and which still need payment. On the client side, they see Pay to Unlock on Documents and on the invoice, and after paying they get access to the full list of available documents.