Difference between revisions of "How do I amend a document held record?"
From Catalyst
(Bulk update) |
(Bulk update) |
||
Line 21: | Line 21: | ||
== See also == | == See also == | ||
− | * [[How do I | + | * [[How do I put a customer\supplier invoice on hold?]] |
− | * [[How do I | + | * [[How do I take a customer\supplier invoice off hold?]] |
* [[Posting payments received]] | * [[Posting payments received]] | ||
* [[Paying suppliers]] | * [[Paying suppliers]] |
Revision as of 05:28, 18 April 2019
Summary
This article explains how to amend hold records which have 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 edit 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
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
GR56, PL04, SL04