How do I amend a document held record?

Summary

This article explains how to amend a a hold record which has been placed against an invoice or credit.

More Information

Go to " Reports & Settings Maintenance Options Add or Edit Document Holds".

• Enter a piece of text from the hold record e.g. a document number or customer or supplier name.
• Click [Search].

Alternatively click [Advanced].

• Select the "Ledger".
• Enter any other details to assist with your search then click [Search].
• Select the record to amend.
• Click [Edit]. You may amend the "Held amount", "Expiry date" and "Notes".
• Click [Done] and [Accept] the changes.

From Receipts/Payments

You may also amend a record whilst in " Sales Ledger Receipts" or " Purchase Ledger Payments".

• Enter the customer/supplier account.
• Press [Select].
• Click on the document with the hold record to amend and press <Shift+F2>.
• Follow the instructions above to amend or remove a hold record.

See also

• How do I Put a Customer\Supplier Invoice on Hold?
• How do I Take a Customer\Supplier Invoice off Hold?
• Posting Payments Received
• Paying Suppliers

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Keywords AND Misspellings

Supplier, Invoice, receipts, Document, hold, held, amend hold, payments, stop, amend held amount, held balance, hold record, edit hold

Tags

SL04, PL04, GR56