This feature is available in the Pro plan. For details, see Compare All Plans.

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:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, double-click the matter.
  3. From the tabs atop the Matters Details, click Banking.
  4. From the tabs atop the Banking screen, click 3rd Party Bills.
  5. 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.
  6. 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.
  1. In the upper right corner, click Save.
    The system adds or removes the bill hold, as applicable.