Can Customer Payments from a closed period be applied to an Invoice in an open period by a non-admin user (e.g. payment is received prior to sending out invoice)? I thought the “allow non-gl changes” setting/permission would control this but I can’t seem to get non-admin users this ability.

The period has to be set to allow non gl changes. That paired with the permission should allow you to apply payments.

Or

@Rebecca Hmm that is checked off in the manage accounting periods page for the relevant period already…

I would test in the SB and make sure there is no GL impact for the action you are wanting to take

Strange. There should be no GL impact for applying an existing customer payment to an invoice. AR's on both sides have been hit already. So the fact that the period is closed shouldn't matter. Especially if the invoice is the one in the open period, that's odd that NetSuite blocks you from this. What error do they get? Or does the customer payment not show up as a credit at all when you're on the "accept customer payment" screen?

The error that any non-admin user has no ability to edit the customer payment record at all. It's as if I didn't enable the allow non-gl changes permission but as far as I understand there's only two places to enable it, on the accounting period page and the role setup, of which I've done both.

Why even bother with that? Just do the steps from the suite answers article on zero dollar payments and be done with it?

Why do you even need to edit the customer payment record? You don't need to do that in order to apply the payment to an invoice. Go straight to a new 'accept customer payment' screen, choose the customer and you should see your invoice(s) and the customer payment with the credit on it there, waiting to be selected. Does that work?

@KevinJ of Kansas Probably because it took me a minute before I fully understood what was being suggested but thank you for the idea. 🙂