Overview

 This article explains some of the actions users cannot carry out with payments when an accounting period has been closed.


Credits Creation

Users will not be able to create credits (neither associate to invoices or standalone credits) when the credit date is within an accounting period already closed.

Credits Approval/Rejection

The system will also restrict users from approving, Rejecting, or Reopen Credits when the credit date is within an accounting period already closed.

Edit Credits

Users will not be able to edit credits when the credit date is within an accounting period already closed.

Mark Credits as Synchronized

Users will be able to mark credits as synchronized through the API, even if the credit date is within an accounting period already closed.

View Credit Details

Users will be able to view the credit details, add comments and print credits in PDF even if the credit date is within an accounting period already closed

Information

The system will always validate the credit date (not the invoice date) to restrict or allow users to perform transactions with credits within accounting periods already closed.