Lock payments in closed balanced folios
This setting allows you to restrict payment actions in folios that are already closed and balanced. When enabled, the system does not allow adding, transferring, or cancelling payments on such folios. Exception: this only applies to Card payment refunds, which remain enabled.
This setting can be useful when:
- You want to prevent changes to closed folios to ensure the accuracy of reports;
- When you need stricter control over payment operations in the object;
- To achieve better compatibility with accounting systems that rely on the immutability of balanced folios;
You can activate the setting by selecting Settings -> All Settings -> Documents -> Document behaviour from the navigation menu. Activate the Lock payments in closed balanced folios checkbox and save.
