Invoice Hub Review - Hold Status

[Tonia0079]

What are some reasons for the HOLD status in the review section of the AR Hub? Working on utilizing the review status, and process. Who reviews invoices in your office - is it a Service Manager, CSR/Dispatcher, or someone in your Business Office?

[JasonHaller91]

We use the hold status to ensure POs are received and exported before invoicing. That way we are sure the PO and parts pricing are correct, since editing the PO is no longer available once the invoice is exported as well.

[krista-gac]

We have not begun using this YET! But are plans are for invoices the service or install managers still need to confirm with the technicians on before moving to the final stages.