This article describes how to temporarily pause payments to vendors and owners. You can do it in two ways:
For a specific vendor or owner.
On the vendor or owner record, you can select the Hold Payments checkbox. In this case, you can still create payables for the vendor/owner, but each payable will be marked "hold payment", and the system will not process the payables (it will not write checks or schedule EFT payments).
For specific payables.
On the Payable screen, you can select the Hold Payment checkbox. This option is recommended if you only want to block a few payments, not all of them.
To temporarily put a hold on payments to a vendor or owner
Open the vendor or owner record.
Click the Edit icon.
Select the Hold Payments checkbox.
Click Save.
When you create new payables for this vendor, the Hold Payments checkbox is selected.
These payables cannot be processed on the Make Payments screen (the system will not write checks for them or create EFT payments).
Note: Putting payments to a vendor or owner on hold does not affect existing payables to that vendor or owner. If there are open payables to the vendor, you can open them and select the Hold Payments checkbox if needed.
To put individual payables on hold
Open the payable record.
Click the Edit icon .
Select the Hold Payments checkbox.
Click Save.
Results of putting payables on hold
"On hold" payables still appear on the Vendor and Owner ledgers and on all reports. For full visibility, they also appear on the Make Payments screen, but the Select checkbox for them does not appear, and a note appears explaining that they are on hold. This ensures full visibility of pending payments while preventing accidental processing until the hold is removed.
The following screenshot shows the Make Payments screen with two pending payments. The first one is on hold and the second one is not.
For the "on hold" payable, there is no selection checkbox, and there's a Notice icon. If you click the icon, it displays the following message:
After the hold is removed
When the hold is removed from the Owner or Vendor screen, all new payables are created without the hold; however, existing payables must be manually updated to clear the checkbox.