Put an Invoice on Hold

The Billing Wizard, Quick Invoice and Active Invoices all contain an option for putting invoices on hold. These invoices remain with a status of "hold" until they are resubmitted through eBillingHub and their status is updated, or a user submits them manually to an eBilling vendor and updates their status in the eBillingHub system.

There are several reasons why you may want to put an invoice on hold:

• If the invoice contains validation errors. In this case, you would correct the validation errors (if possible), uncheck the Billing Wizard or Quick Invoice option for putting the invoices on hold, and resubmit the invoices.
• If automatic submission is not supported for the eBilling vendor associated with the invoice. In this case, eBillingHub will automatically put the invoice on hold when it is submitted through the Billing Wizard or Quick Invoice. To see which clients (and their vendors) are supported by automatic submission, check the Client List. If automatic submission is not supported for a client, you must manually upload and submit the invoice file.
• If the client has requested that multiple invoices be combined into a single electronic billing file. In this case, you need to put these invoices on hold to prevent any individual invoice from being automatically submitted. Refer to the instructions on multi-invoice processing for more information.
• If eBillingHub Customer Support asks you to put an invoice on hold for the purpose of troubleshooting a problem with the invoice.

How to Put Invoices on Hold

On the Step 3 - Review Validation Report window, select one of the following check boxes:

• - Change the status of all listed invoices to "hold."
•  - Change the status of all invoices that have generated warnings to "hold" with the exception of invoices that only include timekeeper rate validation warnings.
•  - Change the status of only those invoices that contain validation errors to "hold."
•  - Change the status of an individual invoice to "hold."