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jenna9817's avatar
jenna9817
User
5 months ago
Solved

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
    Genreve_S
    5 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 

     

Genreve_S's avatar
Genreve_S
MYOB Moderator
5 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