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Holding an Invoice From Posting or From Payment

After an invoice has been created, you can hold it from being posted. For example, you might want to do this if the material is still being inspected or if it was damaged. When you hold an invoice, you cannot post the invoice lines. You can later release the hold so that the invoice can be posted.

You can also hold an invoice from being paid. This allows the invoice to be posted but prevents the creation of an invoice payment record.

This topic explains how to hold an invoice from posting or from payment.

To Hold an Invoice From Posting or Payment

1.	From the Site window, select the Invoicing view, Invoices tab, then the Invoices tab. By default, this tab lists all invoices by supplier.

2.	Right-click the invoice and select Hold and then From Posting or From Payment. The Invoice Note Details dialog appears.

3.	Fill in the Hold Information section:

Setting Name

Description

Reason

The reason that the invoice hold is being created. Select from the list of reasons for your site.

Held By

The name of the employee who entered the invoice note, invoice hold, or release.

Note	The text of the invoice note. You can enter up to 32,000 characters.

4.	When you are finished, click OK.