When a payment is made through the Customer Statement link, if one or more of the related Invoices or Credit Memos belong to a locked accounting period, the Credit Memo cannot be applied to the corresponding Invoice. As a result, the Customer Payment cannot fully apply the transactions, and both the Credit Memo and the Invoice remain in an open status because the Credit Memo belongs to a locked accounting period.







To allow the Credit Memo to be applied to the related Invoice(s) and ensure both the Credit Memo and Invoice are fully applied, enable the Allow Non-G/L Changes option for the locked accounting period.

 1. Navigate  to Setup → Accounting → Manage Accounting Periods
 2. Go to your required period and click on the period name.
 3. Enable the checkbox "Allow Non-G/L Changes"



Enabling this option allows the Credit Memo record to be edited even though it belongs to a locked accounting period. As a result, the Script can edit the Credit Memo, apply the related Invoices, and successfully create the Customer Payment. Without this setting enabled, the Credit Memo remains non-editable, preventing the script from applying the Invoices.