Locking payments

Updated 18 days ago

check_circle_outline Locking payments are a Premium tier feature. If you're not on Premium and need to prevent changes being made to payments, please upgrade your plan.

Beacon makes it easy to keep a fixed record of your payment history with locked payments. Once locked, payments cannot be changed.

Need to make a change to a payment that's been locked? You'll need to unlock it first.

In this article:

link How locked payments work

Payments can be locked or unlocked. By default, only admins can lock and unlock payments.

You can give non-admins the ability to lock and unlock payments with roles & permissions.

Once payments are locked:

  • No one can change them
  • Smart & rollup fields stored on the payments will not be recalculated automatically

You'll see a handy locked icon on payments that have been locked:

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link Locking payments

When viewing any payment record, you can lock it by clicking the lock icon in the top-right of the page:

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Once locked, none of the fields will be editable:

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link Unlocking payments

Once a payment is locked, you can unlock it again if you need to make changes:

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link Locking payments in bulk

It's also possible to lock (and unlock) payments in bulk! When viewing a list of payments, you'll see lock and unlock options available:

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link Filtering

When viewing a list of payments, you can filter based on lock information:

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link Considerations for locked payments

While locked records is at its core a very simple feature, there's a few things to bear in mind:

link Smart & rollup fields

Smart fields and rollup fields on a locked record will not automatically recalculate when related records change, or when the formula itself is changed.

This is particularly important in the context of rules-based smart fields, which are useful for automatically allocating "income streams" to payments.

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link Gift Aid

Locked payments will still be added & removed from Gift Aid claims automatically:

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Practically speaking, this will only ever happen when person or Gift Aid declaration details are changed - as the payment itself is locked!

link Payout allocation

Locked payments will still automatically get allocated to payouts:

Screenshot 2021-09-08 at 08.34.44

link Refunds

When a payment is refunded in Stripe or GoCardless, Beacon automatically sets the Amount refunded field. Again - this will still get set automatically on locked records when refunds occur.

link Imports

If you're importing payments, and using deduplication rules to update existing payment records that are locked, then those payments will not be updated.

link Frequently asked questions

link Is it possible to lock record types other than payments?

Not currently. If this would be useful to you, let us know!


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