Release and Alter Holds

Use this form to put AR invoices on hold, or to release invoices from hold — for example, to manage situations where there may be a dispute surrounding a customer or invoice value. The total value of a transaction can be held, or just a portion of the balance. For example, you can hold just one or several lines of the transaction. Greentree Desktop has pre-defined hold codes, but you can set up your own hold codes on the Hold Code Maintenance form.

Note: You can also put invoices on hold on the AR Invoice Entry form.

You cannot select invoices on hold in AR Receipt Entry, AR Credit Note Entry, or AR Journal Entry. If the assigned hold code is retained, the value of the held invoice displays in the customer's Retention balance, which you can view on the Main tab on the Customer Maintenance form. You can also include invoices on hold in the Aged Balance report.

Note: Transactions on hold are updated to other modules — for example, Fixed Assets and Job Costing.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Customer Details

Select the customer of the invoices to review. You can use either the Code, Alpha, or Name to select the customer.

When the customer is selected, the table populates with the customer's invoices using the filtering options selected. These include:

Show children - If the customer is a parent to one or more child customers, this option is enabled to show transactions for all child customers, rather than just the parent invoices.
Show futures - Select this option to display future-dated transactions in the table for selection those not yet due for payment.
Holds only - Select this option to display only invoices that are on hold.
No holds only - Select this option to display only invoices that are not on hold.
All transactions - Select this option to display all invoices for the selected customer, regardless of the hold status.

Use the Select column to either select an invoice to put on hold (click box), or to release an invoice from hold.

Click the Save icon to save the selections and run hold status updates.