Difference between revisions of "How do I take a customer\supplier invoice off hold?"

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== Summary ==
 
== Summary ==
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After you have placed an invoice on hold, at some point you will want to remove this to allow the document to be paid off, this article explains how.
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This article explains how to remove a a hold record which has been placed against an invoice or credit.
  
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== Details ==
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== More Information ==
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*At {{DataPrompt|Customer\Supplier:}} type in the Customer\Suppliers account code if known, or [[How do I Find a Supllier?|search]] for a Customer\Supplier.
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Go to {{Menu|{{RP}}|Maintenance Options|Add or Edit Document Holds}}.
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*Press {{KeyPress|Enter}} twice.
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* Enter a piece of text from the hold record e.g. a document number or customer or supplier name.
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*Arrow key to the relevant invoice.
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* Click {{Button|Search}}.
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*Press {{KeyPress|S-F2}} to get to the document hold screen.
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Alternatively click {{Button|Advanced}}.
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*This will show all the document holds currently logged against the selected invoice. Arrow key to the required hold and press {{KeyPress|F10}} and on the "Are you sure you wish to delete?" box Click {{Button|Yes}}.
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* Select the {{DataPrompt|Ledger}}.
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* Enter any other details to assist with your search then click {{Button|Search}}.
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* Select the record to remove.
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* Click {{Button|Remove}} and choose {{Button|Yes}} to confirm. This ''does not'' remove the document itself.
  
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You will now be able to pay off the invoice as required.
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=== From Receipts/Payments ===
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You may also remove a record whilst in {{Menu|{{SL}}|Receipts}} or {{Menu|{{PL}}|Payments}}.
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* Enter the customer/supplier account.
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* Press {{Button|Select}}.
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* Click on the document with the hold record to amend and press {{KeyPress|S-F2}}.
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* Follow the instructions above to remove a hold record.
  
 
== See also ==
 
== See also ==
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*[[Paying Off Customer Accounts]]
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* [[How do I put a customer\supplier invoice on hold?]]
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*[[Paying Suppliers]]
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* [[ How do I Amend a Held Record?]]
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* [[How do I review hold records?]]
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* [[Posting payments received]]
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* [[Paying suppliers]]
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{{KB_Tags|supplier, invoice, receipts, document, hold, held, remove hold, payments, stop}}
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{{FAQ}}{{How}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}
  
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{{KB_Tags|Supplier, Invoice, receipts, Document, hold}} 
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{{KB_Ref|GR56, PL04, SL04}}
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{{KB_PL}} {{FAQ}} {{ZN_Admin}} {{ZN_Accounts}}
 

Latest revision as of 14:54, 10 February 2022

Summary

This article explains how to remove 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 remove.
  • Click [Remove] and choose [Yes] to confirm. This does not remove the document itself.

From Receipts/Payments

You may also remove 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 remove a hold record.

See also


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Keywords AND Misspellings
supplier, invoice, receipts, document, hold, held, remove hold, payments, stop
Tags

GR56, PL04, SL04

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