There are often scenarios, in particular involving third-party payers, where invoices have been raised for services provided to patients, but you're not ready to include them when sending invoices out in bulk.
The Hold Invoices function is designed to assist in these scenarios. It removes owing invoices from the results returned by the Outstanding Invoices report, as well as the NDIS bulk export, so they won't be caught up in a bulk print, email, or claim run.
Note: holding an invoice only filters it out of these two bulk tools. It does not stop the invoice being printed or emailed individually from the patient or payer's account, and it does not stop the invoice being paid.
To enable the Hold Invoices feature, open the patient or payer file and go to the Accounts tab. In the Invoice & Statement Options section, enable the Hold Invoices setting.
Note: enabling this on a payer file will place all outstanding invoices across all linked patients on hold.
When sending invoices in bulk using the Outstanding Invoices report, any invoices on accounts that have been put on hold will not filter into the report by default. You will need to adjust the filter if you wish to include the invoices on hold.
You can also use the filter highlighted above to search for invoices that have been placed on hold to ensure you're staying on top of them.
When you're ready to include these invoices, you can disable the Hold Invoices setting on the relevant patient or payer.