This article is for anyone who needs to know how to create and clear a hold.
Invoices can end up on hold in two ways: manually or automatically.
Manually: the hold will be displayed in black text, this indicates that a user clicked the Hold button on the cash register, placing the invoice on hold.
Holds are meant to be short. A customer was at the register and remembered something back in the aisle so left to go grab it but the clerk needs to put that sale on hold and ring up another customer in line. Someone may have left their wallet or checkbook at home so will hold the sale until they get back later that day. Regular holds are not removed automatically and should be, ideally, addressed before the close of business same day - ESPECIALLY if a payment has been applied. If a payment has been applied, and the invoice is held to the next day, the client loses the ability to void the payment. This can get very messy, which is why the functionality to require (or warn) held invoices to be closed before closing out the drawer was added.
Automatically: the system has placed the transaction on hold itself. This can happen for any number of reasons: power outage/brownout, networking issue, computer issue, user forced the software closed or forced the power off for the computer, etc. The system does this automatically to prevent losing transactions in case of accident or technical difficulties. The hold can be opened like a manual hold but will normally appear in a red color in the holds list to note that it was not created in a normal manner.
Putting a sale on hold
To put a sale on hold, press the Hold button.
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To clear the hold and release any items in it, cancel the sale after pulling the sale out of hold status.
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Invoices can end up on hold in two ways: manually or automatically.
Manually, the hold will be displayed in black text, this indicates that a user clicked the Hold button on the cash register, placing the invoice on hold.
Automatically, the system has placed the transaction on hold itself. This can happen for any number of reasons: power outage/brownout, networking issue, computer issue, user forced the software closed or forced the power off for the computer, etc. The system does this automatically to prevent losing transactions in case of accident or technical difficulties.
Your system can be set to not allow closing the register with open holds, but note that this is a flag setting and only applicable on transactions created *after* the flag is set: prior holds will not prompt the user to close them at the end of the day.
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