Forum Discussion

jenna9817's avatar
jenna9817
Contributing User
11 months ago

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 ar...
  • Genreve_S's avatar
    11 months ago

    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