Invoice Hub Review - Hold Status

Tonia0079
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

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?

2 REPLIES 2

JasonHaller91
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

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
Contributor III

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. 

Gulfshore Air Conditioning, Niceville FL
CSR/Dispatcher Group Moderator & LadyTitans Member