Customers and Sites to Hold

This window can be used to define the customer and site combinations, that if used on an invoice, will cause the invoice to be put On Hold to prevent posting, to enable additional billings to be merged to the same invoice.
It can be accessed from the window on the Customers and Sites to Hold field in the "Merge/Auto-Hold Settings" section of the Company Billing Parameters.

The Held invoices can be released for posting from Hold/Release Current Invoices when the billing period is complete or the job is finished at the site.

The prompts are:

SEQ

The sequence number tracks the customer/site records.
Multiple records for a customer can be entered to accommodate multiple customer sites.

CUSTOMER #

Type ALL, or enter a specific customer number, or select one from the Accounting Customer Search window.

NAME

The customer's name displays.

SITE

Enter the site number, or one from the Site Search window.
Global sites cannot be assigned.

Note: Site search window is only provided if a specific customer number has been defined.

NAME

The site name displays.

Finished?

Click ACCEPT to accept the invoice/site records.