Block or Delay Transactions on an Invoice

In certain situations, it may be necessary to Block a payment from being included in the Gross Invoice.

Additionally, there is the choice to Delay a payment, which you may want to include in the following invoice (possibly to allow more time for the payment to be processed or cleared).

Block a Payment

1. Navigate to the Client Profile 
2. Select the Client
3. From the “Invoices” section of the Client Profile, select the invoice containing the payment to be blocked. 
4. From the Transactions section, check the box next to the transaction to be blocked, then select “Block”
5. A message will appear, instructing the user to regenerate the invoice in order to update it without the blocked transaction(s)
6. “Regenerate” the invoice
7. Next, navigate to the “Standard Gross” Invoice profile and Generate the invoice for the desired date range
8. Go to Clients → Invoice → Verification. Find the pending invoice from the list. Check the box to process the invoice to the next step. Click the “Verify” button to verify the checked invoice
9. Click the “Remittance” button to move forward to the next step. 
10. Click the “Delivery” button to deliver the invoice. 

Delay a Payment

1. Navigate to the Client Profile 
2. Select the Client
3. From the “Invoices” section of the Client Profile, select the invoice containing the payment to be blocked. 
4. From the Transactions section, left-click on the transaction to be delayed. This will open the transaction detail on the account. 
5. In the Invoice sub-section, click on the “Delay” option 
6. A confirmation window will appear, asking if you want to remove this transaction. Click YES. This transaction will appear on the next invoice once it has been generated.