Invoice Hold / Promise to Pay / Transaction Notes

The Inquiry tab is used to manage the records of the customer through placing invoices on hold, marking them as promised to pay, and placing notes on transactions. 

How to Place an Invoice on Hold

Placing an invoice on hold is done by selecting the invoice from the list, and then pressing the Hold/Unhold button: 

Once an invoice is placed on hold it will be highlighted in pink and it will not be able to be processed further, disabling the invoice from being receipted against. The field next to the hold/unhold button will show the total of all invoices on hold for the customer.  

To take the invoice off hold, select the invoice and press the Hold/Unhold button. 

Transaction Notes

Often used in conjunction with the hold button, there needs to be notes placed on the invoice to explain the reason for hold, but transaction notes on the invoices/receipts are not limited to this. Place Transaction Notes in the bottom right-hand side of the screen, and save the message: 

These notes will remain on the transaction and will show up in some reports that look at the invoice level.  

Promise to Pay

Similar to the Hold/Unhold button, the promise to pay is a way of flagging invoices on the screen for ease in tracking activity. Selecting the invoice from the list and pressing the Set/Unset Promise to Pay button will flag the transaction and highlight the line in purple: 

The field next to the promise to pay will sum the total lines currently in promise to pay but will not disrupt future activities to those transactions the way hold does. These transactions will be flagged in reports that look at the invoice level.