How can I put an invoice on hold? Or, a customer on hold?

Let me help with your question about putting the customer on hold, proper.alexis.

You can temporary make the customer inactive in your QBO account. Here's how:

1. Go to the Sales menu and proceed to the Customers tab.
2. Look for the name of the customer and click on it.
3. Click the Edit button in the upper-right hand corner.
4. Select Make inactive.
5. Click Yes.

To make the customer active again, you can go back to the same page and click the Make Active button in the upper-right hand corner. Here's an article about this for more details: Add and Manage Customers in QuickBooks Online.

However, there's no option to do the same for invoices. You'll want to delete or void them instead. Check out this article as a guide: Void or Delete Transactions in QuickBooks Online.

Feel free to watch this video tutorial just in case you want to do the same for your vendors: How to Manage Your Vendors List.

Please don't hesitate to reach out to us again if you have other questions. I'd be glad to jump right back to help you again.

This is not a good option.  Customer Service should be able to see that the account is on credit hold, so that they can notify the customer and ask them to contact accounting.  By simply making the customer inactive, could trigger someone with access to be able to reactivate.  It would be best if QuickBooks came up with an option to put the customer on credit hold so that everyone from customer service to production and shipping can see that and not process any orders without having hte release from the credit department.

There are many other softwares that offer this as an option.

I agree. There should be a better way to put a customer on Hold, so everyone can see. I don't really like any of the options I've seen so far. Yes you can go into company preference and set it there, but that is for everyone overdue. Thats not a good alternative either. Has QB come up with anything new since this was posted?

Thank you,

Linda

Thank you for bringing up this valuable point, Linda. An improved method for placing a customer on hold would indeed be a fantastic enhancement, particularly if it provides greater flexibility and better visibility into income transactions. However, in QuickBooks Online (QBO), the only available option for achieving this at the moment is to make the customer inactive temporarily.

We consider our users' feedback a key factor when deciding which features to implement, with the number of requests for specific functionality playing an important role. We encourage you to share your valuable idea directly with our product development team so it can be considered for future updates. To provide your feedback, follow these steps:

1. Log in to your QuickBooks Online account.
2. Go to the Gear icon in the upper right and choose Feedback under Profile.
3. Type in your recommendation in the Share your feedback field.
4. Click Next to submit.  

Alternatively, you can explore and integrate a third-party application with your QBO account to access the specific feature you need. Simply visit the My integrations icon located at the top-right corner of the screen, then select + Find Integrations.

Should you have any other concerns, feel free to leave a comment below.