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. 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.
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:
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.