Placing and managing invoices On Hold
The On Hold feature allows you to temporarily remove invoices from a landlord's statement. It is particularly useful when the landlord's income for the month is insufficient to cover all expenses, enabling the invoice to be carried over and included in a future statement.
Invoices that have bee placed On Hold will not appear automatically on the next statement. Once you create the next statement you will see the on hold expenses on the side panel.
Placing Invoices On Hold
- Find and open the invoice you want to put on hold.
- Once the invoice is open Click on the Check box On hold from statement
- Click Save and Close.
- Your invoice is now On Hold and that can be seen on the Expenses page in the On Hold column. Invoices that have been placed on hold can be seen with a checked Check box.
- You can also see the On Hold invoices on the Landlords page.
- Click on the Expenses tab then you will see the On Hold Invoice check box selected.
Managing Invoices On Hold
When creating a statement, you can easily include invoices that are On hold, or return invoices from the statement back to the On hold status using the panel on the right.
- Click on Statement & Payout.
- Once the statement page is open you will see all On Hold invoices on the right.
- You can click the arrow next to any On Hold invoice to bring it back into the statement.
- Similarly, if you wish to exclude an invoice, you can click the delete button, which will move it to the On Hold list.
Transactions placed on hold will reappear in the next statement under the 'On Hold' section, allowing you to include them when you are ready to do so.