Skip to main content
Two small tools that save a lot of explaining.

​
Notes

A note is a remark on the invoice for whoever opens it next. No recipient, no answer expected. Use it for the things that are obvious to you today and a mystery in three months. “Price agreed by phone on 3 June.” “This supplier always invoices a month late.” Notes can be edited and deleted by the person who wrote them, and the invoice list can filter on invoices that carry one.
Need an answer? Use a question instead. A note goes nowhere by itself.

​
Holds

A hold parks an invoice exactly where it is. Everyone sees why, and automatic processing and reprocessing leave it alone until you release it. Reasons you can pick: You can add a note when you place the hold, and it shows on the invoice, in the list, and in the audit trail.
A hold does not hide the invoice. It stays in the list with a badge, because a forgotten invoice is worse than a visible one.

​
Releasing

Open the invoice and choose Release hold. The invoice continues where it left off. Bulk reprocessing skips invoices on hold, and tells you how many it skipped and why.