How to put invoices on hold? How to accept invoices with "On-Hold" status?
Invoices are usually put on hold, if you are waiting for a credit note from the vendor or need clarification to avoid accidentally forwarding the invoice. The "On-Hold" functionality is available for all users.
Putting Invoices On Hold
To put an invoice on hold, follow these steps:
- Click the three dots on the right side.
- Select 'Put invoice on hold' from the menu.
A comment is requested when putting invoices on hold so that other users will know the reason for the hold.
Accepting Invoices With "On-Hold" Status
When an invoice is put on hold, it will move to the bottom of the handling queue. This ensures that the invoice does not reappear in the active invoices queue. However, the invoice can still be processed and moved forward at any time.
Users can accept an invoice that is on hold. Dooap will prompt them to decide whether to release the "On-Hold" status. By confirming “Yes”, the invoice will be moved forward in the process. By confirming “No”, the invoice will remain in the "On-Hold" status.
Email reminder
Dooap also offers an option to configure email reminders for users about invoices that are on hold.
If the invoice is at the AP step, then everyone in the AP department will receive the email. Similarly, if the invoice is at a reviewer or approver step, those users will receive the email notification.
To enable these email notifications, please contact us via email (support@dooap.com).