Allocating payment to lock period invoice for customers
Hi,
we have a customer who paid for there invoice in april however payment was never allocated.
Can you allocate a payment to a invoice in the locked period?
if yes how is this done?
and are there any consquences EG BAS
If No how do you remove this from the AR report as the customer has paid
Thank you
Jenna
Hi jenna9817,
Thanks for posting and welcome to the Community Forum.
I understand the need to create a payment for the invoice. If you are going to create a payment for the invoice, the application will allow you if the date of the payment is past the lock date period. However, if you need to create a payment inside the lock period date, you will need to lift the lock period before recording that payment.
I recommend reading through this article, Lock a Period. This will provide further information about how lock periods work.
Let us know if you require any further assistance with this.
Thanks,
Genreve
