Put customer ledger entries on hold

Mark customer invoices as on hold (in dispute) so they’re easier to manage in credit control.

Putting entries on hold is the quickest way to flag disputes. It also helps prevent accidental processing.

Put an entry on hold

1. Search for Customer Ledger Entries.
2. Filter to the customer.
3. Find the entry you want to hold.
4. Select Edit List.
5. Set On Hold to a short reason code (for example, 'Dispute').

Remove an entry from hold

1. In Customer Ledger Entries, select Edit List.
2. Clear the On Hold field.

Some environments also include additional dispute fields.

If you see a Dispute Status field, keep it aligned with On Hold.