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Place Hold

Modules > Advanced recurring contract billing > Billing schedules > All or Active billing schedules > [select a billing schedule line] > [select Place hold]

Modules > Advanced recurring contract billing > Billing schedules > All or Active billing schedules > [select a billing schedule] > [select Place hold]

Modules > Advanced recurring contract billing > Billing schedules > All or Active billing schedules > [select a billing schedule] >[select a billing schedule line] > [select Place hold]

Use this page to specify the details of the hold for a billing schedule or a single billing schedule line.

You can place a hold on a billing schedule or billing schedule line in one of the following ways: 

Tip: If you want to terminate several billing schedules in a single action, use the Mass Hold Processing page.

Hold a Schedule

To put a hold on a billing schedule, follow these steps: 

  1. Select a billing schedule or a billing schedule line, and select Hold > Place Hold: 
  2. To have a partial credit given to the customer, set Adjust schedule to Yes, and specify the Hold date.
    When Adjust schedule is set to No, no credit is created.
  3. Select the Reason code, and if needed specify additional notes in the Note box.
  4. Select OK.

Fields

This page contains the following fields: 

Field Description
Adjust schedule

Select to create an adjustment for the billing schedule : 

  • Yes: For each item, if the hold date is between the billing start date and the billing end date of the line, a negative line is created in the billing schedule to review the billing for the hold period.

    • For example, the period February 01, 2012 – February 29, 2012, is billed for 200.00. The Hold date is February 10, 2012, which means the February period is adjusted to exclude any date after February 10, inclusive. The new period is February 01, 2012 - February 09, 2012, with an amount of 62.07.

  • No: No adjustment is created. Default.

Any billing lines after the adjustment period are removed.

Hold date

Specify the date on which the hold is applied. Available and required when Adjust schedule is Yes.

Notes box Type notes for expand on why a hold is placed on the billing schedule.
Reason code

Select the reason code to indicate the reason for placing a hold on the billing schedule.

Reason description

Displays the description of the selected reason code. Read-only.

Buttons

This page contains the following buttons: 

Button Description
OK Puts a hold on the billing schedule and all line items within the billing schedule. Or puts a hold on a single billing schedule line.