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lindak1119
Level 7
January 28, 2019
Question

How can I put a specific invoice on hold while a customer appeals a charge, without changing customer's whole account to inactive?

  • January 28, 2019
  • 1 reply
  • 15 views
No text available

1 reply

J
JonpriL
Level 9
January 28, 2019

Hi @lindak1119,

 

Currently, you can put a customer's invoice on hold by keeping it as it is. Then, the result of the customer's appeal would tell how you can proceed.

 

If the invoice is valid, you will both decide for the invoice and due dates. Chances are, you need to edit the invoice to reflect the most updated information, including those mentioned dates.

 

On the other hand, if the invoice is invalid, you have the option to delete or void it.

 

Most importantly, I recommend seeking help with your accountant on how to properly handle the invoice once an appeal decision is served.

 

Please know that I'm always around here in the Community if you need a hand.

W
Wiseco LLC
May 20, 2020

Will quickbooks ever be adding this feature?  The expressed solution really doesn't help.  We need a little check box in the bill entry itself so that it cannot be payed via pay bills.  when you have 500 different invoices from one vender and a dispute on one of the invoices it sucks having it voided from the system, it can get lost in the either this way plus I have to pay someone to re-enter it, and or keep track of it.  For all those out there with this issue, we put the word hold in the reference number since you cant even see the memo in the pay bills section.

    M
    Maybelle_SQuickBooks Team
    QuickBooks Team
    May 20, 2020

    I know how important this feature working to you, @Wiseco LLC.

     

    Currently, this option unavailable in QuickBooks Online (QBO). For now, we can add a memo on the bill to indicate that it can't be paid via pay bills.

     

    I recommend visiting our QuickBooks blog from time to time to stay current with all the QuickBooks new.

     

    For future reference, you can visit this article to learn about running a report: Run a report with vendor totals.

     

    Should you have other questions while working QuickBooks, feel free to let me know as I'm always here to help.

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