How do I put a customer\supplier invoice on hold?
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Summary
This article explains how you can prevent invoices being paid in Sales Ledger Receipts or Purchase Ledger Payments where there are queries to be resolved.
More Information
Go to " Sales Ledger Receipts" or " Purchase Ledger Payments".
- Enter the "Customer" or "Supplier" Account Code or search for their account code.
- Eenter a specific "Document" number and click [Select] or click [Select] to bring up all outstanding documents.
- Move to the Document that you want to put on hold and press <Shift+F2>.
- Press <F6> to add a document hold.
- Check the "Held Amount" is correct. The system will default to the outstanding document balance.
- Enter a "Note" as to why you are putting the document on hold, if required.
- If you would like the system to remove the hold record for you at a given date, use your <Up Arrow> arrow key to move up to the "Expiry date" date field.
- Enter the expiry date.
- If the Hold is to be indefinite, then this date should be left blank. You will need to manually remove the hold record before you will be able to pay the document.
- Press [Done] and click [Accept].
See also
- How do I Take a Customer\Supplier Invoice off Hold?
- How do I Amend a Held Record?
- Posting Payments Received
- Paying Suppliers
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Tags
SL04, PL04, GR56
