Audience: Accounting Manager
Summary: Reviews the behavior of On Hold invoices and how to change their status.
MineralTree allows invoices to be marked On Hold, which prevents them from being selected for payment until the status is removed.
Behavior of On Hold invoices
On the Invoices tab, hover over the triangle icon to see that an invoice is On Hold.
The Invoice Details page also displays the On Hold status, visible to Accounting Manager users before submitting an invoice for payment.
In most accounting systems, the On Hold status exists only within MineralTree. Exceptions:
- NetSuite and Intacct – MineralTree bidirectionally syncs the On Hold status with these systems.
- In NetSuite, invoices with a status of Rejected Approval or Pending Approval do not sync to MineralTree until those statuses are resolved.
Note: On Hold status does not apply to Draft invoices. It can only be managed on Unpaid invoices.
Modify the On Hold status
Accounting Manager users manage On Hold status from the Invoice Details page of unpaid invoices. Access this page via the Review function or by clicking the invoice number.
- The On Hold option appears as a dropdown menu below the Pay button in the top right corner.
- If the Pay option is selected while the invoice is On Hold, the status is automatically removed and the invoice can be paid.
Modify the On Hold status in New View
In the New View, Accounting Manager users manage On Hold status from the updated Invoice Details page of unpaid invoices. Access this page via the Review function or by clicking the invoice number.
- The On Hold option appears as a dropdown menu next to the Save button in the top right corner.