Place an Invoice on Hold

If an invoice is required to be processed but must go through additional validation or is awaiting additional funds, Internal Approvers can use the 'Place on Hold' feature to manage these invoices. These invoices will remain in the current approver's Tasks but must be taken Off Hold before they can be approved. 

Placing Invoices on Hold

Users can view an Invoice by either clicking the link to the Invoice in an email notification or clicking the Documents Icon to go to the Document Management System then selecting the 'Invoices' tab.

Search for an Invoice by Plan Number or Contractor then click the PDF Icon to view the Invoice page.

Click the three dots at the top of the page and select 'Place On Hold'.

When an invoice is placed on hold, it opens up a modal that allows Building Managers to record a note to support the action.

This note will appear in the Document History for future reference.

This function restricts the invoice from moving through the approval process and the invoice status will also change to 'On Hold'

Approvers can also reverse the Invoice status if needed by clicking the 3 dots and selecting 'Take off Hold'

This changes the invoice status back to Under Review for approval and payment processing.

For more information, please see Invoice Processing.

Building Managers should contact us with any further questions regarding this process.