Is there a way to put an invoice on HOLD and not include it in A/R? We have clients who ask us to put the invoices on hold.

Is there a way to put an invoice on HOLD and do not have it included in A/R. we often get requests from our sales rep to put the invoices on hold to give our clients grace period. The way I can do but not completely resolves my issue:

1. Put invoice date for next month

2. Create product/service codes that are not part of A/R.

But still the above is not even a workaround. Any suggestions?


Adjust the due date of the invoice, instead of your standard default of 2% 10, net 15, net 30 set the date far in the future (not the invoice date, the due date. It still will show in your A/R but won't be due.

You sold a product, you don't change the date of the sale. If you are accrual the date of the sale is the date of income. If hybrid (modified cash) the date income is posted is the date they pay.

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