You can view all sales orders that are ready for invoicing, (status 45), but held by the system. There are three reasons to hold an order from invoicing:
- Proof-of-delivery
- Facilities to ensure the invoice is not raised until the customer accepts delivery of the goods
- Delay invoicing until all goods have been delivered. Mainly used for service order handling
Automatic hold
An order will automatically be held from invoicing if the Hold invoice field is set to YES in the Sales order type table.
An order is also automatically held back due to proof-of-delivery requirements, if the Proof of del hold field is set to YES in both the Sales order type table and in the Business partner file (Customer file panel). The hold due to proof-of-delivery is an added security measure allowing the customer to approve and sign for the reception of goods before being invoiced.
Manual hold
You can manually put an order on hold and deny invoicing by setting the Hold invoice field to YES in the Order header, Add info 2 panel.