Managing Invoicing Hold
You may need to delay invoicing clients for several different reasons including charge verification, approval processes, batch invoicing, etc. Invoicing Hold Status allows you to easily manage invoicing holds on individual Billable Charges to control whether those charges get invoiced.
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Navigate to the Billable Charges list.
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Locate and select the Billable Charge(s) whose Invoicing Hold Status you would like to update. You can use the Status filter to narrow your selection.
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From the Actions drop down, select Manage Invoicing Hold.
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In the popup, select the Invoicing Hold Status from the drop down and fill out the free text Invoicing Hold Reason field.
The Invoicing Hold Status drop down options come with two default statuses: On Hold and Hold Released. Additional statuses are customizable to each corporation. There will always be two types of statuses - statuses that prevent invoicing (On Hold) and statuses that do not prevent invoicing (Hold Released). These statuses then trigger changes to the Billable Charge Status and the ability to invoice the charge.
Default Invoicing Hold Status Invoicing Hold Status Type Billable Charge Status Can be Invoiced? On Hold
Prevents invoicing
On Hold
No
Hold Released
Does not prevent invoicing
Removes "On Hold" Status and moves the charge into it's correct status along the invoicing process (Not Ready to Bill, Ready to Bill, Processing, Needs Review, Invoicing, Invoiced, Unbillable, Processing Failed)
Yes
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Click Save and Continue.
Upon save, the Billable Charge Status will automatically update based on the Invoice Hold Status selected. Billable Charges in the Status of "On Hold" can not be invoiced.
The Invoicing Hold Status will also appear as filterable columns on the Billable Charge list screen. All additional edit history is available on the Billable Charge.
To remove the Invoicing Hold on the charge, repeat the steps above, but select an Invoicing Hold Status that does not prevent invoicing for Step 4. This will automatically trigger the Billable Charge Status of "On Hold" to be updated and allow the charge to be invoiced.
To set up a default Invoicing Hold Status for your billable Charges, see Default Invoicing Hold Status.