Placing Billing Documents On Hold

When you run the reminders process you can choose to exclude billing documents. Excluded billing documents are available for inclusion the next time you run the reminders process.

If you want to exclude billing documents from the reminder process entirely, you can set their status to "On Hold". You can place billing documents on hold if their status is "Draft","Completed", or "Posted". When you place a billing document on hold, all transaction line items with the type "Account" are also placed on hold. Transaction line items created by the Background Posting Scheduler for billing documents that are "On Hold" are automatically placed on hold.

You can choose to place individual billing documents on hold or place multiple documents on hold from the Billing Documents list view.

To place an individual billing document "On Hold":

  1. Click the Billing Documents tab.
  2. Click the number of the document that you want to place "On Hold". The Billing Document page displays.
  3. Click Place On Hold. A confirmation message displays.
  4. Click OK.

To place multiple billing documents "On Hold":

  1. Click the Billing Documents tab.
  2. Select the billing documents you want to place on hold.
  3. Click Place On Hold. A confirmation message displays.
  4. Click OK.

To release an individual billing document from "On Hold":

  1. Click the Billing Documents tab.
  2. Click the number of the document that you want to release from "on Hold". The Billing Document page displays.
  3. Click Release For Collection. A confirmation message displays.
  4. Click OK.

To release multiple billing documents from "On Hold":

  1. Click the Billing Documents tab.
  2. Select the billing documents you want to remove the "On Hold" status from.
  3. Click Release For Collection. A confirmation message displays.
  4. Click OK.