How do I put a customer\supplier invoice on hold?

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 " Systems Sales Ledger\Purchase Ledger Receipts\Payments".

• At "Customer\Supplier:", type in the Customer\Suppliers account code if known, or SEARCH for a Customer\Supplier.
• Press <Enter> twice and <Arrow key> to the relevant invoice.
• Press <Shift+F2> to get to the Document Holds screen.
• Check the amount you wish to put on hold is correct.
• Enter a comment of why the invoice needs to be on hold (if required).
• Enter the expiry date for the hold if you want the system automatically to remove the Document Hold at a given date. If the Hold needs to be indefinite, then this date should be left blank.
• Press <Esc> and press [Accept].

See also

• Getting Started
• Frequently Asked Questions
• Getting Started - Accounts
• How do I find a supplier?
• Creating a New Customer/Supplier
• Creating a Sales Ledger Posting
• How do I Produce a Text Invoice in Platinum?
• Paying off Customer Accounts
• Paying Suppliers
• How do I Take a Customer\Suppler Invoice off Hold?

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Keywords AND Misspellings

Customer, Supplier, Invoice, Payments, Document, hold

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