Put invoices and credit notes on hold

Find this screen

Open: Invoicing > Invoicing List, then select invoice(s) or credit note(s) and select Amend Status.

Open: Invoicing > Invoices > Amend Invoice Status.

How to

Choose invoices and credit notes

You can select the invoices or credit notes to amend in a few ways:

Open: Invoicing > Invoicing List, then select the invoice or credit note and select Amend Status.

Open: Invoicing > Invoices > Amend Invoice Status.
You can use the Selection Criteria to filter the list, for example by customer.

Put on hold and off hold

Select the invoices or credit notes from the list, then click On Hold or Off Hold.

Invoices that are On Hold can't be amended or printed.

Useful info

About putting invoice and credit notes on hold

Putting an invoice or credit note on hold prevents it from being printed or amended.

This is useful if you need to prevent an invoice or credit note being sent to a customer until a query is resolved.

Once the invoice or credit note is printed, you can only post or cancel it.

About setting credit limits

You can set a credit limit on a customer's account to help you control the customer's debt.

Once the customer's account balance is more than their credit limit, any invoices and orders that are entered for the customer are automatically put on hold. You can take them off hold as required, even if the customer's account is still over the credit limit.

You can allow certain users to override this. This is set in the Invoice and Order User Permissions. Once set, the user will see a warning when entering the order or invoice, and they can choose to continue to save it without it being put on hold.

About invoice and credit notes statuses

Invoices and credit notes can have the following statuses:

Draft	Saved but not printed. Can be amended or put On Hold. The invoice or credit note number has been assigned.
On Hold	Can't be amended or printed until taken off hold.
Printed	Can't be amended. To make amendments, the invoice or credit note must be cancelled and then entered again.
Completed	Customer and nominal accounts have been updated. Stock levels updated.
Cancelled	Any lines are removed.

Fix it

Can't see an invoice or credit note in the list

Only invoices and credit notes that haven't been printed are displayed. These have a status of Draft.
If you've selected both invoices and credit notes from the Invoicing List, only the invoices will be displayed, as you only change one type at a time. You'll need to re-select any credit notes from the list.

What happens when I

Put an invoice or credit note on hold

The invoice / credit note can't be amended or printed.