Within a PL account you can double click on an invoice – and change the status to any of the following:
There is also a notes field which you can add notes onto, which will then appear on the Held Invoice report.
They will all appear on the report on individual lines, the amount, invoice number, status, notes – etc.
Also – when doing a Suggest Payments run – these invoices will be excluded from the reporting amounts for each account.
When posting a payment to a PL account – there is also a column for Status which will show as “HELD” if there is a query against the invoice.
