Changing payment processing hold

Use this procedure to put cash payments on hold individually or by mass holding.

  1. Select Cash Transaction Search.
  2. On the Cash Ledger Payments tab, select a cash payment.
  3. Select All Actions Menu > Change Payment Processing Hold.
  4. Click OK.
  5. To put all cash payments on hold, select All Actions Menu Payment Processing Hold Mass Update.
  6. Specify this information:
    Begin
    Specify the date that the cash ledger payment records are put on hold.
    End
    Specify the date to end putting cash ledger payment records on hold.
    Custom Group
    Specify the custom group.
    Hold Action
    Select whether to Add Hold or Remove Hold on the cash payment.
  7. Click Submit.
  8. To individually remove the hold on cash ledger payments, use the filter in the Payment Processing Hold column to search for records.
  9. Right-click the record and select Change Payment Processing Hold.
  10. To mass remove cash payments on hold, clear the Remove Hold option in the Hold Action check box.