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How to apply a hold status on a supplier invoice

This guide explains how to place a Hold status on supplier invoices to prevent payment until issues are resolved.

Step by Step Guide:

    1. Navigate to Master files > Suppliers.

    2. Click on a Supplier Code that needs to be placed on hold.

    3. Click Hold, located at the top right of the screen.

    4. There are two options to choose from:

    Hold All Invoices For This Supplier - Select this option for existing unpaid or new invoices for this Supplier that can’t be paid until the Hold status is removed.

    Hold - Select this option for an individual invoice to be held.

    Tip: It is advisable to enter NOTES against the Supplier to indicate the reasons that the Hold has been applied.

    The existence of a HOLD is indicated in a number of places:

    • On the Supplier Invoices Search screen: Invoice numbers on Hold are highlighted in green.
    • Where ‘all invoices’ for a Supplier are on hold –the Supplier Code is highlighted in green.
    • The Hold hyperlink will have an asterisk next to it.