Add or Remove a Hold on a Third-Party Bill
You can place holds on third-party bills until you want them paid.
Add or Remove a Hold
To add or remove a hold from a third-party bill:
- From the left navigation panel, click Matters.
- On the Matters screen, double-click the matter.
- From the tabs atop the Matters Details, click Banking.
- From the tabs atop the Banking screen, click 3rd Party Bills.
- On the 3rd Party Bills screen, select the bill, click on the three dots at the end of the row and from the drop-down, click Edit.
- About halfway down the the Edit Bill screen, in the Options section, take the appropriate action:
- Add a Bill Hold
- Check the box beside Hold bill payment.
- Remove a Bill Hold
- Uncheck the checkbox beside Hold bill payment.
- Add a Bill Hold
- In the upper right corner, click Save.
The system adds or removes the bill hold, as applicable.