Infusion Knowledge Base

    Sorry, we didn't find any relevant articles for you.

    Send us your queries using the form below and we will get back to you with a solution.

    Hold a Customer Invoice

    Holds can be placed on invoices to prevent an invoice getting posted before it is complete and to ensure accuracy.

    The option to hold Customer invoices is available from the More Options menu of an invoice. An 'On Hold' invoice cannot be posted as part of a bulk post operation. 

    From the invoice, go to More Options in the toolbar, and then select Hold.


    The invoice will display the status of 'On Hold' in the toolbar.


    When users go to post the invoice, they will be now be advised that the invoice is on hold and asked if they still wish to post it.


    Put all invoices on hold by default 

    You can choose to ensure all invoices are placed on hold by default when saved. Go to Settings > Customer Invoice and Quote Settings. Switch on the button next to 'Put invoices on hold when saving'. Then select Save.

    Was this article helpful?

    Still can't find what you are looking for?

    Our award-winning customer care team is here for you.

    Contact Support

    Powered by